Get ready to take part in the most important event in the USA on:

Tax Planning Immigration by Investment Wealth Protection and Succession

Miami, USA - April 20th, 2023

San Francisco, USA - April 25th, 2023

New York - September, 2023

Los Angeles - September, 2023


Setting The Stage

American families, entrepreneurs, and HNWI have become disillusioned with the American Dream. Political polarization, high taxation, gun violence, and anti-abortion laws have pushed droves of wealthy Americans to the brink. With their livelihoods, safety, and rights at stake, Americans are looking overseas for the freedoms in life and in business that they once found in America. The America Outbound Summit has been designed exclusively to connect the wealthy individuals and advisors of HNW American families with overseas providers of investment migration, real estate, tax planning, and wealth planning services.


“Just like we observed in Hong Kong in the late ’80s and early 90s, the smart capital in the US, the seasoned business people with big fortunes who anticipate events years ahead, are making their moves now. But this is just the beginning; the mass affluent will come later.”
- Eric Major
CEO, Latitude Consultancy
“I’ve been receiving about a dozen inquiries a day, up from the one or two US-based inquiries I typically get daily.” David Lesperance of Lesperance & Associates, says the SCOTUS decision had an immediate effect on his US client inquiry volume
- David
Lesperance of Lesperance & Associates
"Roughly 1 in 4 American Expats are Seriously Considering or 'Planning' to renounce their citizenship"
- Kate Dore


Why the USA?

Why you should attend the America Outbound Summit 2023

  • Reported US renunciations nearly Triple in Q2, 2023 (the US Internal Revenue Service), making the USA the ideal hotbed for investment migration and overseas wealth protection/management provider to the market.
  • SCOTUS abortion decision drives gush of investment migration inquiries.
  • There are nearly 22 mln. millionaires in the U.S., the largest millionaire population in the world (Credit Suisse World Wealth Report).
  • US passport holders have tax on worldwide income, meaning all Americans require tax planning services when migrating or spending significant time abroad. This points to a huge opportunity for providers of tax planning services for Americans.
  • Smart capital are getting their mobility options sorted now; the mass affluent are next.

U.S. Entry Requirements

The U.S. Visa Requirements

A citizen of a foreign country who seeks to enter the U.S. generally must first obtain a U.S. visa, which is placed in the traveler’s passport, a travel document issued by the traveler’s country of citizenship.

Certain international travelers may be eligible to travel to the United States without a visa if they meet the requirements for visa-free travel.

Health Requirements

A pre-departure COVID-19 test is no longer required for travelers entering the U.S. All travelers must provide their contact information within 72 hours of departure, and foreign nationals must sign an attestation that they meet U.S. entry requirements and are vaccinated.

Keep in mind, if you’re a non-U.S. citizen / legal permanent resident, you will not be allowed to board the plane and cannot fly without showing proof of vaccination.

For the required proof of COVID-19 vaccination for air passengers, please log on the CDC page. For additional information on actions to take before, during, and after international travel, please visit the CDC page on International Travel to and from the U.S. 

Summit Schedule

Who will you meet?

  • The America Outbound Summit is both B2B and B2C format. During the day the format will include interactive panels, independent expert speeches, and networking sessions with the top intermediaries from the area including: Independent Financial Advisors, Certified Financial Planners, Private Client Lawyers, Tax Planners, Wealth Managers & Estate Planners, and other professionals who help Americans immigrate and plan their cross border tax and wealth issues.


  • At the end of the day, we will open the exhibition for end clients for a lively cocktail and an interactive dinner event designed to ensure maximum visibility & interactivity with both intermediaries and end clients alike. This will truly be the business development opportunity of the year.

Conference Topics

Immigration by Investment
  • Citizenship & residence planning as a tax planning tool
  • Real estate market trends for HNWI
  • Second residency/citizenship for asset protection and preservation
  • Tax transparency and regulatory considerations in HNW migration
  • Citizenship vs. permanent residence by investment, programs and comparison
Wealth Protection & Succession
  • Inheritance strategies and estate planning for family wealth
  • Cross-border asset allocation and preservation
  • Family trust challenges for UHNWI
  • International tax planning and tax transparency updates
Wealth Protection & Succession
Tax Planning
  • Tax planning under a multijurisdictional context
  • FATCA/CRS updates and implications
  • Expatriation planning and execution

What You Will Learn

  • The unique behavior patterns of local HNWI
  • Building trust and reputation in the local market
  • Trends in the growing estate planning and wealth preservation sector
  • Cross-border tax planning strategies for the local HNWI & corporations
  • Regulatory updates affecting the region
  • How to avoid common pitfalls when entering the region


Intercontinental Times Square

The InterContinental New York Times Square is located at the crossroads of Manhattan’s theater, dining, entertainment, and business worlds. The hotel provides a range of delegate experiences rooted in the destination and draws on unrivaled local knowledge to create truly engaging, personalized meetings and events.

Hotel Indigo Los Angeles Downtown

Discover a city that thrives on creativity—where an illustrious past gives way to an innovative future, inviting the greatest minds to come together and think. By channeling the essence of LA into every element of the meeting experience, Hotel Indigo Los Angeles Downtown has created an opportunity to discover your next big idea in an extraordinary way.


Invited Speakers

Founder and Chief Executive Officer
Family Office Association

International Tax and Estate Planning Lawyer

Managing Director
Vertex Alliance

Managing Partner
Berkshire Hathaway Home Services Athens Properties

Optylon Krea

Co-Founder and President
Apex Capital Partners Corp.

Chief Executive Officer and Co-Founder
Spark Capital Lda

Founding Partner

Chief Executive Officer
Citizenship by Investment Saint Lucia

Managing Director
The TOLI Center East

Horowitz and Rubenstein, LLC

Head of Legal
Magwind Global

Venture Partner
Alpha Square Group

Chief Executive Officer
Latitude Consultancy Limited

Chief Executive Office and Founder
Prometheus Alternative Investments

CBI Director
Ora Caribbean

Mayer Brown

Managing Partner
Verge Property Developers

Chief Executive Officer and Founder
Global Taxes LLC

Co-Founder and Director of Global Sales
Latitude Consultancy Limited

Managing Director
Latitude Consultancy Limited

Managing Partner
Latitude Consultancy Limited

Moon Gate Antigua

Bayat Legal Services

Director of Real Estate
Wyndham Grand Algarve Residences

Chief Executive Officer and Founder
Emotional Intelligence Financial Services Corporation

Karlin & Peebles, LLP

Vice President
Apex Capital Partners Corp.

Rupert Law Group



America Outbound Summit Series

Current Sponsors