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Outbound Investment Summit - San Francisco

Guests: 28

Profile: High-level Business Professionals, Family Members and Executives


Los Angeles Consulting Group was honored to have supported the Outbound Investment Summit on May 9th, 2024, from 8 AM to 6 PM PDT.


This summit was designed to engage with top experts in domestic & global tax planning, golden visas, second passports, wealth protection, and wealth succession.


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

Tax Planning
  • Tax planning under a multijurisdictional context

  • FATCA/CRS updates and implications

  • Expatriation planning and execution

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