Currency Diversification Beyond the US Dollar
Worried about where the economy is heading – maybe even a global currency reset? You're not alone.
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How to Manage Your International Finances Without a Foreign Bank Account
For years, foreign bank accounts were a great first step for Americans wanting to go offshore. They offered privacy, currency flexibility, and access to international markets.
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.
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Residency in Panama – Options, Benefits, and Practicalities
As the global landscape becomes increasingly uncertain, more of our American clients are asking about viable options for establishing a foothold outside the United States.
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.
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Currency Diversification Isnt Enough Heres What Truly Protects Your Wealth
Despite what you might have heard, Americans can still open offshore bank accounts. Yes, it’s harder than it used to be. But it’s not impossible.
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.
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Is Offshore Investing Worth It? Weighing the Risks and Rewards
“The world is changing, and not for the better.” We’ve been telling our clients this for years, and it’s truer today than ever.
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.
The Safest Places to Live in Mexico in 2025
"Is it really safe to live in Mexico?" That's usually the first question clients ask us when they're considering moving south of the border.
How to Buy a House in Italy for 1 Euro in 2025: Complete Guide
Picture this: a charming stone cottage nestled in a historic Italian village. Narrow cobblestone streets wind past your doorstep.
How to Open a Bank Account in Dubai: A Complete Guide
Clients sometimes ask us for our thoughts on banking in Dubai. Is it worth the hassle? How do you get started? What are the potential pitfalls?
What Is an Umbrella Company? A Practical Guide for Asset Protection
"What's an umbrella company?" This question pops up more and more in our client meetings these days. Maybe you've come across the term while researching asset protection strategies.