.png)
Event Overview
The Global Wealth & Mobility Summit Malta 2026, held on 16 April 2026 at The Westin Dragonara Hotel, St Julian’s, was hosted by Andersen in Malta in collaboration with Chetcuti Cauchi Advocates. The summit brought together an international group of private clients, founders, family offices, and professional advisors to examine how individuals and capital can be structured, protected, and deployed across jurisdictions in an increasingly complex global environment. Delivered as an in-person event with remote participation, the summit was designed as a practitioner-led forum focused on the operational realities of cross-border wealth structuring, global mobility, and long-term planning in a fragmented regulatory landscape.
The Andersen Private Clients Summit in Practice
The summit functioned as a practitioner-led forum, focused not on theory but on the operational realities of international structuring.
It brought together private client, tax, legal, and mobility professionals to examine how global mobility, governance, and regulatory considerations intersect in practice. Particular attention was given to key inflection points such as liquidity events, cross-border investments, and intergenerational succession.
As noted during the summit:
“We designed this summit as a safe, private convergence of solution-oriented advisors in private wealth, tax law and global mobility, discussing real world issues facing increasingly mobile UHNW clients.” - Dr. Jean-Philippe Chetcuti, Managing Director, Andersen in Malta
Global Wealth & Mobility in Uncertain Times
In an increasingly fragmented global environment, internationally active families and founders are required to navigate diverging tax regimes, evolving immigration frameworks, and shifting political sentiment.
Discussions throughout the summit reinforced how coordinated, multi-jurisdictional planning supports:
- Preservation of value at liquidity events
- Alignment of residence and tax strategies
- Resilience in cross-border investment structures
- Effective succession across jurisdictions
Key Themes and Discussions
From Founder to Liquidity: Cross-Border Exit Structuring
This session focused on the coordination required between tax residence, holding structures, and transaction timing to preserve value and avoid misalignment across jurisdictions.
Mobility of Capital, Mobility of People
Discussions explored the increasing interdependence between individual mobility and asset structuring, highlighting the need to align residence, tax, and ownership frameworks to maintain flexibility and manage regulatory risk.
Structuring Wealth Across Borders
The keynote addressed governance, control, and fiduciary considerations in international wealth management, with a focus on long-term stewardship and intergenerational alignment.
Succession Without Borders
Panellists examined how governance and estate frameworks must adapt to mobility, regulatory divergence, and generational transition, particularly where families and assets span multiple jurisdictions.
Public Sentiment and Policy Developments
The final session explored how political sentiment and regulatory tightening are influencing global mobility strategies, including developments affecting high-net-worth individuals, entrepreneurs, and retirees, as well as US expatriation trends.
Key Takeaways
Across jurisdictions and disciplines, several consistent themes emerged:
- Cross-border coordination is replacing single-jurisdiction planning
- Mobility is a strategic decision with direct tax and governance implications
- Regulatory divergence is increasing complexity in structuring decisions
- Governance and fiduciary frameworks are central to long-term wealth preservation
- Political and fiscal pressures are shaping mobility and tax policy globally
Jurisdictions Represented
The summit brought together practitioners from across key international jurisdictions, including Malta, Portugal, Spain, Ireland, Switzerland, Italy, Germany, France, Brazil, the United Kingdom, the United States, Cyprus, and Poland.
Who Attended
The summit convened a curated international audience, including:
- 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, MedTech, and film
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 private client, tax, mobility, and governance disciplines, enabling the alignment of residence, investment, and succession strategies within an EU context.
Within the context of the summit, Malta served 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.
Explore Further Event Coverage
A complementary event overview with additional insights is available via Chetcuti Cauchi Advocates:
➡️ Global Wealth and Mobility Summit Malta 2026: Key Insights on Cross-Border Structuring
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 the 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 clients, global mobility, immigration law, tax, and cross-border structuring advisory. The firm advises high-net-worth and ultra-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.
Private Client and Tax Advisory
If you are considering cross-border structuring, relocation, or succession planning, Andersen in Malta works with the Andersen global network to deliver coordinated international advice tailored to complex, multi-jurisdictional needs.
