Navigating Foreign Real Estate Regulations for US Expats & Investors
A villa in Portugal. A condo in Panama. Farmland in Uruguay. It sounds simple – buy some property, enjoy the upside, maybe build a Plan B.
Best Places to Live in Italy for Americans
In 2025, Italy became one of the most popular places for wealthy foreign investors – who now own approximately 70% of its luxury real estate – to buy property.
Cap Cana Real Estate: Luxury Living with Investment Benefits
Clients often ask us about foreign real estate options overseas that offer more than just protection from political instability and market volatility. They’re looking for places where the lifestyle is comfortable – and the investment makes good financial sense.
Crypto OTC Trading in Switzerland: International Accounts for Americans
In the center of Switzerland is Zug – often called Crypto Valley. It’s become one of the world’s top destinations for serious crypto investors. Especially those who want stronger privacy, better pricing, and fewer problems when trading large amounts.
8 Pitfalls of International Real Estate
International real estate can play a valuable role in a well-structured wealth plan. It offers geographic diversification, long-term lifestyle flexibility, and – when done right – can even help simplify inheritance and reduce exposure to US taxes and bureaucracy.
Buying Real Estate With IRAs: Complexities & Compliance Considerations
You've done the hard work: built a solid portfolio, contributed diligently to your retirement plan, and steered clear of financial fads. But if you’re like many high-net-worth investors, there's a quiet unease when you scan your IRA.
Wealth Preservation Strategies: A Basic Guide for Americans
The systems aren’t broken. But they’re bending. US dollar risk, political gridlock, growing deficits – none of these are new. But together, they’ve become a signal. A signal that relying solely on “the way it’s always been” is no longer a plan.
The Canada Start-Up Visa as a “Plan B” for US Entrepreneurs
You’ve probably asked yourself: Where is this all headed? Ballooning deficits. Political gridlock. Uncomfortable talk about wealth taxes. Add it up, and even the most patriotic Americans are starting to look for backup plans.
Currency Diversification Beyond the US Dollar
Worried about where the economy is heading – maybe even a global currency reset? You're not alone.
Investing in Overseas Property for Americans Afraid of US Market Chaos
How to insulate against US market chaos with foreign property—legally. It’s been building up for some years, but since early 2025, we’ve seen a surge in the number of Americans looking to get out of the US dollar and the chaos of the US markets.
Golden Visas in Dubai: Tax & Other Implications for Americans
A Golden Visa in Dubai opens the door to long-term residency in a place known for both rapid growth and investor-friendly policies—not to mention famously low taxes.
Foreign Trusts: What They Are, How They Work, and Why They Matter
You’ve worked hard to build your wealth. But if you’re like many successful Americans, protecting that wealth is probably an afterthought. It’s easy to assume you’ll “get to it later” when you’re focused on building a career, growing a business, or managing investments.
Real Estate in Costa Rica for Expats: A Strategic Asset for Wealth Protection
Many of our clients ask us about real estate in Costa Rica for expats, and for good reason: the country has long been a dream destination for expats seeking sunshine, natural beauty, and a relaxed lifestyle.
Cayman Islands Residency: What You Need to Know
We get many inquiries from clients about Cayman Islands residency, and for good reason.
Offshore Banking Accounts for Tax Planning
The world feels shakier every day, doesn't it? More Americans are wondering how to protect their money from inflation, political chaos, and economic uncertainty. Many ask us if offshore banking might be part of the answer.
States With No Income Tax in 2025: A Complete Guide
Nobody likes paying taxes, and state income tax can take a big bite. It feels even worse when you move outside the US but have to keep paying in your home state without using any of the services there.
Safest Countries to Live in Europe
How safe a place is comes up a lot when clients ask us to help them find the “best” overseas place to live. If you’re in the same boat – you’re thinking of leaving the US but aren’t quite sure where yet – Europe is worth a look for plenty of reasons.
Navigating Costa Rica Property Ownership Laws as a US Citizen
Costa Rica's emerald jungles and pristine beaches beckon millions in Foreign Direct Investment (FDI) each year, offering the promise of both paradise and profit.
Buying Property in Costa Rica as an American: The Complete Guide for 2025
Clients often ask us about buying property in Costa Rica. Is it legal? Is it safe? What about taxes? And how should they structure ownership to protect themselves?
Private Trust Companies: The Best Tool for Intergenerational Wealth Management
If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for yourself, but for your children and grandchildren.
Offshore Asset Protection Strategies for Worried American Investors
As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security.
FBAR Penalties & Other Dangers of Hiding Offshore Assets
Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report).
LLC for Rental Property: Do You Really Need One? Pros, Cons, and Alternatives
The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately or risk losing everything!"
Trump’s Tariffs: What They Mean for the US Dollar and Your Wealth
On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history.
Spendthrift Trust: Pros and Cons, Tax Benefits, and How They Work
Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we hear from clients is: "What happens to my money after I'm gone?"
New Anti-Trump Clients of Swiss Banks Driven by Fear
In early April 2025, President Trump unveiled a sweeping set of new tariffs. Ranging from 10% to 50%, they target nearly every country and mark a return to trade protectionism on a massive scale
Can You Buy Bitcoin in a Roth IRA? Tax Advantages, Risks, and How to Do It Correctly
Clients sometimes ask us, "Can I buy Bitcoin in my retirement account?" and for good reason, as investors continue to look for new ways to grow their nest eggs and protect retirement savings.
How to Create a Private Family Foundation: Benefits, Drawbacks, and Alternatives
"How do I set up a family foundation?" It's a question we hear from clients who want to make a lasting impact with their wealth.
How Much Does a Living Trust Cost in NY? (2025 Complete Guide)
Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve built and make things easier for their loved ones.
What Gene Hackman’s Estate Battle Taught Us About Wealth Protection
When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a real-life drama about his $80 million estate.
- 1
- 2
- 3
- 4
- …
- 16
- Go to the next page