Published:
April 9, 2026
Last Updated:
11.4.2026
April 9, 2026

Global Wealth & Mobility in Uncertain Times

0 min read

Andersen European Private Client Summit, Malta 2026

By
Andersen Malta

Event Overview

Event: Andersen Private Clients Summit Malta 2026
Theme: Global Wealth & Mobility Planning in Uncertain Times
Date: 16 April 2026
Location: The Westin Dragonara Hotel, St Julian’s, Malta
Format: In person with remote attendance available
Hosted by: Chetcuti Cauchi Advocates, Andersen Global member firm

The Andersen European Private Clients Summit

The Andersen Private Clients Summit Malta 2026 is a practitioner-led forum focused on the realities of international wealth structuring.

It brings together private client, tax, legal, and mobility professionals to examine how global mobility, governance, and regulatory considerations intersect in practice. Particular focus is given to key inflection points such as liquidity events, cross-border investments, and intergenerational succession.

Global Wealth & Mobility in Uncertain Times

In an increasingly fragmented global environment, internationally active families and founders must navigate diverging tax regimes, evolving immigration frameworks, and shifting political sentiment.

The summit explores how coordinated, multi-jurisdictional planning enables:

  • preservation of value at liquidity events
  • alignment of residence and tax strategies
  • resilience in cross-border investment structures
  • effective succession across jurisdictions

Key Themes

  • Cross-border coordination over single-jurisdiction planning
  • Mobility as a strategic decision impacting tax and governance outcomes
  • Increasing regulatory divergence across jurisdictions
  • Governance, control, and fiduciary structuring in international wealth
  • Political and fiscal pressures shaping mobility and tax policy

Why Attend

  • Gain coordinated insight across tax, legal, and mobility disciplines
  • Understand how regulatory fragmentation impacts structuring decisions
  • Learn how to structure liquidity events without value erosion
  • Explore forward-looking strategies for succession and international relocation
  • Engage with senior practitioners across multiple jurisdictions

Malta provides a strategic setting for this dialogue – combining EU access, a robust legal framework, and a well-established private client ecosystem.

Time Title & focus Speakers / panelists
9:40 – 10:30 Opening and host address.
Registration and coffee followed by summit opening. Sets the strategic context from Malta as a jurisdiction for coordinated international structuring
Dr Jean-Philippe Chetcuti (Managing Partner, Malta);
Tiago Cid (Partner, Portugal)
10:30 – 11:45 Panel – From founder to liquidity: engineering a cross-border exit without value erosion.
Focus on coordinating tax residence, holding structures and transaction timing to preserve value and avoid misalignment
Magdalena Velkovska (Director, Malta);
Marta Duarte Silva (Partner, Portugal);
Jesús Alemany Blázquez (Partner, Spain);
Mark Gorman (Managing Director, Ireland);
Olivier Schmidt (Partner, Switzerland)
12:00 – 12:45 Panel – Mobility of capital, mobility of people: structuring global lives in a changing world.
Focus on aligning residence, tax and asset structures to preserve flexibility and manage regulatory risk
Paolo Lucarini (Partner, Italy);
Marina Magri (Director, Malta);
Isobel Neilson (Director, Fragomen);
Andrea Perugini (Of Counsel, Italy)
12:45 – 13:15 Keynote – Structuring wealth across borders: control, protection and long-term stewardship.
Focus on governance, intergenerational alignment and fiduciary structures in international wealth management
Ben Cooke (Chairman, Dominion)
13:15 – 14:15 Lunch
14:15 – 15:15 Panel – Succession without borders: structuring legacy across jurisdictions.
Focus on governance and estate frameworks capable of withstanding mobility, regulatory divergence and generational transition
Marco Ottenwälder (Partner, Germany);
Benoit Dambre (Managing Partner, France);
Daniel Bettega (Partner, Brazil);
Andrew Parkes (Director, UK);
Marek Gadacz (Director, Poland)
15:30 – 16:30 Panel – Public sentiment and immigration policy: HNWIs, tech entrepreneurs and retirees – tax, mobility and US expatriation trends.
Focus on how political sentiment and regulatory tightening are reshaping mobility strategies
Antoine Saliba Haig (Director, Malta);
David Roberts (Managing Partner, USA);
Tiago Cid (Partner, Portugal);
Guido Sesani (Managing Partner, Italy);
Nakis Kyprianou (Managing Partner, Cyprus);
Ramon Portela (Partner, Spain)
16:30 – 17:00 Closing and networking.
Questions, closing remarks and professional engagement

This is a limited-capacity, invitation-only event. If you are interested in attending, please contact us to request an invitation by completing the form below.

➡️‍ Global Wealth & Mobility Summit, Malta 2026 – Fill in form

Who Should Attend

  • High-net-worth and ultra-high-net-worth individuals
  • Founders and entrepreneurs approaching liquidity events
  • Family offices
  • Private bankers and wealth advisors
  • Corporate executives across technology, financial services, gaming, aviation, crypto, blockchain, and film

About Andersen in Malta

Andersen in Malta forms part of Andersen Global, an international association of legally separate, independent member firms providing tax, legal, and valuation services worldwide.

Through this network, Andersen professionals collaborate across jurisdictions to deliver integrated cross-border advisory to private clients, corporates, and family offices navigating increasingly complex international environments.

About Chetcuti Cauchi Advocates, Malta

Chetcuti Cauchi Advocates is a Malta-based international law firm specialising in private client, immigration, tax, and cross-border structuring advisory. The firm advises high-net-worth individuals, family offices, and internationally active businesses on residence, citizenship, wealth structuring, and relocation strategies.

As a member firm of Andersen Global, Chetcuti Cauchi works closely with Andersen’s international network of tax and legal professionals to deliver coordinated, multi-jurisdictional advice. This collaboration enables clients to align legal, tax, and mobility considerations across jurisdictions, particularly in complex scenarios such as liquidity events, cross-border investments, and succession planning.

The firm has been actively involved in shaping Malta’s private client and international mobility landscape and continues to contribute to policy, thought leadership, and advisory at both local and international level.

Malta within International Wealth and Mobility Planning

Malta continues to position itself as a credible European jurisdiction for internationally active families, founders, and businesses, combining EU access with legal certainty and a well-established professional services ecosystem.

Its legal and regulatory framework supports cross-border structuring across tax, mobility, and governance, enabling the alignment of residence, investment, and succession strategies within an EU context.

For globally mobile individuals and families, Malta offers a stable platform for coordinating international lifestyles with tax and legal planning considerations. For entrepreneurs and businesses, it provides a practical base for structuring operations, holding assets, and managing cross-border activity.

Within the context of this summit, Malta serves not only as the host jurisdiction, but as a convening point for multi-jurisdictional advisory — reflecting its growing role in facilitating coordinated international wealth structuring and mobility strategies.

Registration & Attendance

This is a private, invitation-only event with limited capacity.

Attendance is primarily in person, with the option to join remotely.

To request an invitation, please complete the form below. Attendance is subject to confirmation.



➡️Global Wealth & Mobility Summit, Malta 2026 – Fill in form

Our Advisors

Dr. Jean-Philippe Chetcuti

Dr. Jean-Philippe Chetcuti

Managing Director
Dr. Maria Chetcuti Cauchi

Dr. Maria Chetcuti Cauchi

Managing Director
Dr. Priscilla Mifsud Parker

Dr. Priscilla Mifsud Parker

Managing Director
Dr. Charlene Mifsud

Dr. Charlene Mifsud

Director
Dr. Natasha Cachia

Dr. Natasha Cachia

Director
Magdalena Velkovska

Magdalena Velkovska

Director, Private Client Tax
Dr. Antoine Saliba Haig

Dr. Antoine Saliba Haig

Director, Immigration & Global Mobility
Marina Magri

Marina Magri

Director, Immigration & Global Mobility
Nertila Aliko

Nertila Aliko

Manager, Global Mobility & Tax
Joanna Waszewska

Joanna Waszewska

Manager, Corporate & Trust Services

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Global Wealth & Mobility in Uncertain Times