A High-Net-Worth Event Specifically for Expats Living in Portugal
When:
Thursday, November 6, 2025
Time:
06:00pm - 08:00pm CET
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Location:
Oliveria Terrace at the Conrad Algarve
Limited spaces available – secure your spot now.
Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.
Watch RecordingBrowse recordingsBrowse full web seriesLimited spaces available – secure your spot now.
Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.
Watch RecordingBrowse recordingsBrowse full web seriesLimited spaces available – secure your spot now.
Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.
Watch RecordingBrowser recordingsJoin us for an exclusive Mallard Club evening designed for high-net-worth expats. Enjoy networking, insightful presentations, and the opportunity to connect with like-minded individuals while learning about property, offshore structures, and personal wealth planning.
The evening begins with welcome drinks and canapés, giving guests the chance to connect with fellow high-net-worth expats in a relaxed and sociable setting. This is followed by a series of seminar presentations from our expert speakers. Jen Mahaffy will provide an in-depth look at the Portugal property market, covering pricing, economic trends, and key considerations around capital gains. Jon Nicholls will explore offshore corporations and tax planning strategies, including structuring gains, selling property, and transferring ownership via international entities.
Ryan Donaldson will focus on personal wealth and tax planning, with insights into Portugal’s NHR/NHR 2.0 regime, inheritance tax implications, and the structuring of overseas pensions. The evening concludes with further networking, allowing attendees to continue conversations, share ideas, and build valuable connections.
This event offers a unique opportunity to meet and engage with like-minded high-net-worth expats in Portugal. Guests will gain expert insights into the property market, offshore structures, and personal tax planning, equipping them with practical knowledge to make informed decisions. All of this takes place in a relaxed, enjoyable setting with drinks and canapés, making it the perfect environment for both learning and connecting.
The Mallard Club is an exclusive network for high-net-worth individuals who value connection, insight, and meaningful conversation. Membership is centred on bringing together like-minded professionals in a relaxed yet sophisticated environment, combining thought leadership with social engagement.
At this event, being part of the Mallard Club means more than attending a seminar, it’s an opportunity to meet peers, share ideas, and build relationships that extend beyond the evening. From expert presentations to informal discussions over drinks and canapés, the Club creates a setting where knowledge, opportunity, and connection come together.
Casual – come as you are and enjoy the evening.
Host & Key Speaker
Ryan has a depth of expertise in financial planning, investments, and pensions, advising clients across the U.K., Europe, and Switzerland. Appointed Regional Manager – Europe in 2022, he combines hands-on experience with a first-class honours degree in Accounting and Finance from the University of Strathclyde. Ryan is a Level 6 member of the Chartered Institute of Securities and Investments, delivering tailored advice for both domestic and international clients.
EU Regional Director, Skybound Wealth Management
Peter brings extensive experience in international wealth management, having helped establish new offices across the Middle East and Europe. He is a Chartered MCSI with a strong background in financial planning, investment, and tax, and is highly regarded for his professional yet approachable manner. Peter’s insight into the needs of expatriates and high-net-worth clients makes his guidance invaluable for navigating complex international financial landscapes
Partner & Speaker, Luxury Real Estate Consultant
Jen is a luxury real estate consultant with Engel & Völkers in Quinta do Lago and the surrounding areas. With 15 years in private banking and now living permanently in Portugal, she blends local market knowledge with high-level advisory experience. Jen is known for her strong client relationships, exceptional negotiation skills, and professional service standards.
Partner & Speaker, Director of Offshore Property Tax Strategies
Host & Key Speaker
Ryan has a depth of expertise in financial planning, investments, and pensions, advising clients across the U.K., Europe, and Switzerland. Appointed Regional Manager – Europe in 2022, he combines hands-on experience with a first-class honours degree in Accounting and Finance from the University of Strathclyde. Ryan is a Level 6 member of the Chartered Institute of Securities and Investments, delivering tailored advice for both domestic and international clients.
EU Regional Director, Skybound Wealth Management
Peter brings extensive experience in international wealth management, having helped establish new offices across the Middle East and Europe. He is a Chartered MCSI with a strong background in financial planning, investment, and tax, and is highly regarded for his professional yet approachable manner. Peter’s insight into the needs of expatriates and high-net-worth clients makes his guidance invaluable for navigating complex international financial landscapes
Partner & Speaker, Luxury Real Estate Consultant
Jen is a luxury real estate consultant with Engel & Völkers in Quinta do Lago and the surrounding areas. With 15 years in private banking and now living permanently in Portugal, she blends local market knowledge with high-level advisory experience. Jen is known for her strong client relationships, exceptional negotiation skills, and professional service standards.
Limited spaces available – secure your spot now.
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