Knowledge & Insights
International Investing
Over the years, we’ve introduced thousands of Americans to the world of international investing. Below you’ll find a list of all articles we’ve written about this topic.
Helping clients set up international wealth management and asset management accounts is one of our most popular services.
Clients often ask if and how to invest in foreign bonds issued by international companies and countries alike.
There are a variety of ways to hold international stocks, some of which can only be accessed through an international manager.
Foreign real estate is very popular… and a minefield for newbie investors.
Precious Metals – especially gold and silver – are a time-honored way of keeping some of your net worth completely off the radar… especially when you store it in a private vault overseas.
International funds – ETFs, mutual funds, hedge funds, etc. – offer a useful way to diversify your holdings overseas without risk concentration.
For some time now, clients have asked us for help diversifying out of the US dollar and into “safer” currencies. What that means is different from person to person.
International Bank Accounts are a hot topic among our clients, and have been for a long time. But although there are benefits, a foreign bank account isn’t as useful as it once was.
For a few years now, it’s been possible to have your retirement funds (IRAs and certain 401(k)s eligible for rollover) held in a Swiss bank and managed from Switzerland – all without losing the tax benefit.
“Do I need an international LLC?” is one of the most common questions we get when it comes to foreign structures. And sometimes, there is a case.But often – at least for American clients – the answer is no.
When we speak of an International Trust, we’re mainly talking about International Asset Protection Trusts established in places like The Cook Islands, Nevis, or Belize. This topic – perhaps more than any other – is full of misinformation.
In the vast majority of cases, an international foundation doesn’t work for US clients. That includes their foreign equivalents (Stiftung, Anstalt, etc). But occasionally, specific flavors of this structure can work in specific circumstances.
There’s a lot of information out there claiming to help Americans avoid taxes by moving assets overseas. A lot of it is wrong and can get you into serious trouble with the IRS. But that’s not to say there aren’t some (narrow) options. These articles are designed to give you an overview of what’s for real, and help you avoid what, in most cases, is straight up tax evasion.
As many Americans have noticed in the past few years, having all of your savings in one currency is risky. In fact, “dollar diversification” has become a key point of many of our client’s planning as a result. Here are some articles to help you understand how to protect yourself against further declines.