Free Report
Dollar Diversification 101
For some years – and especially since early 2025 – one theme has come up repeatedly in conversations with clients: concern about the decline of the US dollar. With US government debt at an all-time high, sky-high deficits, and in a world where other countries are actively trying to stop doing business in dollars, we believe it’s only a question of time before the dollar gets into trouble. When exactly we’ll hit a trigger point is anyone’s guess. But the history of money shows that day always comes. This report will show you how to prepare.
Who This Is For
A Proven Way to Diversify Out of the Dollar
This report is written for people who are exploring dollar diversification for the first time and who want to better understand what this entails before taking any further steps.
- Most, if not all of your assets are currently held in the US financial markets and in US banks.
- You are concerned about what will happen when the national debt and high deficits eventually force a reckoning for the US dollar.
- You are concerned with how concentrated the US markets are and want to access opportunities not found in the US.
- You are ready to move some of your assets overseas but are wondering how to get started… and how to do it right.
What’s in the Report
You’ll leave with a clear idea of what it takes to build a dollar diversification strategy – assets, platforms, and structures.
The seven international asset classes available to Americans — including one most investors never hear about, and one you should almost always avoid
Within the international investment world, there are seven main asset classes open to American clients. Some you can guess, others perhaps not. All have pros and cons. You’ll get a full rundown.
How to stay on Uncle Sam's good side when you hold assets overseas
You may have heard that holding assets internationally can be complicated and expensive. In most cases, that’s not true – it’s a matter of two extra forms that don’t cost more than a few hundred dollars in accounting fees each year. But there’s a good way and a bad way to set this up. We’ll cover how to plan ahead to minimize hassles or surprises around taxes and compliance.
How to move money abroad and actually deploy it — the missing link most investors miss
Too many first-time international investors get caught up on the asset options. Decades of experience have shown us that how the money moves – the “platform” – is just as important. You’ll learn how American clients access different foreign asset classes from stocks to bonds to real estate and more.
CASE STUDY: How to move $2 million overseas without leaving a paper trail
Once you hit certain – fairly low – thresholds, Uncle Sam wants to know what you have outside the US. But… there are certain asset classes that aren’t “reportable”. Here’s how one of our clients holds seven figures in assets without any annual filing requirements at all.
The right way to hold international assets — and why owning them in your own name is rarely the answer
Just like in the US, there's more than one way to hold assets internationally. Which is right for you depends on many factors – from your risk profile to family circumstances to your estate planning. We'll walk through the main structures, what each is actually for, and where Americans most often go wrong.
CASE STUDY: How to put $2 million overseas and never have to pay taxes on it again
Most of the advice that promises Americans tax benefits by moving assets overseas is total nonsense. But… there are a few options usually reserved for high-net-worth families. We’ll show you how we did it for one of our clients… a fully legal (albeit paperwork-heavy) way to shield anywhere from $2 million to $50 million from tax on future gains.
Getting started: the right first move at $1 million, $5 million, and beyond
The right first step depends on how much you have to work with. At some levels the smartest move is preparation, not action — fees can devour smaller accounts. At others, the full menu opens up. We break down what makes sense at each level, and what to focus on while you build toward the next.
CASE STUDY: How to move $2 million overseas without lock-up, long-term commitment, or ongoing obligation
Certain international asset classes come with a big commitment. But there are options that require very little or no lock-in at all, while giving you access to the most popular foreign investments including international stocks, bonds, currencies, and precious metals. For people who want to test the waters without commitment, nothing else comes this close to flexibility.
Our Expertise
Dollar diversification strategies have been an important part of our practice for many years now, starting all the way back in 1984.
Over time, the threats and opportunities have changed but the fundamental philosophy has not: that it’s risky to have all of your investments exposed to one market, one financial system, and one currency.
Diversification is key. In this report, we’ll share the fruits of decades of experience helping thousands of US clients build their international plan.
FREE OFFERING
A Free Public Service
It’s important to us that Americans get an honest and unbiased look at what’s really involved in building their dollar diversification strategy.
This report took more than 25 hours to put together, but we offer it to you for free with our compliments and without obligation.
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