Finance

A new breed of offshore bank license is coming. The banking license in demand in 2017 is the FinTech banking license. Here’s how to secure an offshore FinTech bank license…

Buying offshore real estate is an incredibly smart investment move. Whether you are looking to diversify by investing in a hard asset or you are looking to create diversification by…

Is it easy to open an offshore bank account? Hell no, it’s a real pain in the ass! And this goes for everyone who wants to open an offshore bank…

Link to the previous article in this series: Part 1 and Part 2 V. The Top 9 Ways These Changes Will Fundamentally and Irrevocably Alter All of Our Lives. No, This is…

Understanding Opportunities For Clients and Professionals & How Our Country Will Forever Change (or, What the Heck Does the Roman Empire Have to Do With All of This?) Part 1…

Link to previous article in this series: Part 1 Death Tax Repeal As many of you may know, the U.S. House, on April 16, 2015, passed the Death Tax Repeal Act…

6 Tips for Handling Your Finances When Retiring Abroad After working for decades building wealth for yourself and your business community, you retirement years afford you an opportunity to finally…

If you’re eligible to take distributions from your defined benefit plan, you can move it offshore. Eligibility is usually because you’re of retirement age or because the defined benefit plan…

I love to write articles based on the phone calls and emails that come in. One of the most difficult consult questions is, “what’s the best structure if I plan…

A Jones clause is placed in an offshore trust to protect you, the settlor, from a creditor or court claiming you made a fraudulent conveyance. In its most basic form,…