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LinkedInI am writing this newsletter on a KLM flight from Europe back to the US. Over the past few days I have been attending an investment conference in Zurich. I am returning armed with asset protection and investment ideas that will help with the transition into the ‘Great Reset’. In my travels, I make it [...]
Asset Protection – FATCA Requirements
September 8, 2010 By 1 Comment
The Foreign Account Tax Compliance Act, or FATCA, will require all foreign financial institutions or FFI’s to enter into information disclosure agreements with the IRS. A FFI is any non-U.S. entity that accepts monetary deposits, holds financial assets for the accounts of others, or participates in the business of investing or trading securities, commodities, partnerships, [...]
Asset Protection – Private Family Office
June 16, 2010 By 2 Comments
Last week I discussed an investment conference in Zurich that I attended a few weeks back. I came back armed with lots of new ideas and connections for those of us interested in the capital markets. I don’t normally pontificate on money management, but after that conference in Zurich, my mind was full and I had no choice but [...]
Obama’s Offshore Vendetta
May 24, 2010 By 6 Comments
A few weeks ago I attended the Fonds Fair in Zurich. I was there primarily to listen to a few key presentations including Jim Rogers speaking on the future of the commodities markets. While at the conference, I also attended a presentation given by the CIO of Blackrock discussing the energy market. It was quite enlightening and [...]
Tax Free Tshirt Company in Nevis
May 5, 2010 By 25 Comments
As I mentioned previously in my blog, I have discovered a way for some of you to defer taxation on your business income. This, of course, requires an offshore asset protection strategy. There are many details involved and lots of restrictions, but I am going to use a theoretical example to illustrate. Joe runs a [...]
Norwegian Capitalists
April 28, 2010 By 9 Comments
A few weeks ago I was in Oslo, Norway and spent some time with some local friends. These guys are not your typical Norwegian socialists (sorry if that offends anyone). They are very much of the free market mindset. These are entrepreneurs and investors. This was my first trip to Norway and I was in [...]
Unreportable Real Estate and Precious Metals
April 14, 2010 By 17 Comments
Why Offshore Asset Protection?
March 14, 2010 By 12 Comments
This is a legitimate question and one I get frequently. Many people are scared away by the term “offshore asset protection” thinking it involves something inherently illegal. This is an unfortunate consequence of being bombarded by media. There is nothing illegal or immoral about offshore asset protection. In reality, it is not even difficult or [...]
What is Asset Protection?
March 3, 2010 By Leave a Comment
For many, this conjures images of the stereotypical Colombian drug lord laundering money in some offshore bank account in the Caymans. For others, it may bring forth images of former Enron executives with their money stashed away in Bermuda. And while this may be true for some, there are many legitimate entrepreneurs and investors at [...]
Structuring Offshore Trusts for Asset Protection
February 24, 2010 By 9 Comments
For my subscribers last week, I wrote details on one way to properly structure an offshore trust to maximize asset protection. Trusts are one of the oldest (if not the oldest) forms of legal ownership for property dating back to the Roman times. While they are a bit abstract and difficult to understand, they are [...]
