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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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Concept art of an article about Americans Opening an Offshore Brokerage Account: World map showing connected global financial centers (AI Art)

Can Americans Still Open an Offshore Brokerage Account?

We work with many US clients looking to set up their first offshore brokerage account. They do so for a ...
Concept art of an article about Foreign Real Estate Ownserhip Structure for Americans: vacation apartments in Mexico (AI Art)

Buying Foreign Real Estate? How to Choose the Right Structure Before You Sign

I had a call with a client a few days ago to discuss their foreign real estate. They’ve entered into ...
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International Gold IRAs: What’s the Best Way to Structure Them?

A client recently asked us to help them move their Gold IRA to Switzerland. Because of how many we’ve done, ...
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Who’s Really Responsible for Your International Investments?

I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any ...
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International Diversification: Why Don’t More Americans Invest Overseas?

I’ve often had the impression that most Americans invest as if the rest of the world barely matters. ...
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Will Dual Citizens Lose Their US Passport?

Last week, we had a call with a client looking to get second citizenship in Europe. He raised the recent ...
Concept art of an article about the IRA International Investing and Key Mistakes to Avoid: Beautiful real estate in Mexico (AI Art)

IRAs and International Investing: A Key Mistake to Avoid

I’m considering investing in a private company at 10%. The concern is that the company asked me to join its ...
Concept art of an article about the Dangers of Using AI for International Planning: Computer screen displaying AI code (AI Art)

The Dangers of Using AI for International Planning

Someone wrote us a few days ago with an emergency. He’s not a client and not on our email list. ...
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Does Uruguay Citizenship by Investment Really Exist?

A prospective client asked me about Uruguay’s “Citizenship by Investment” program. The problem? It doesn’t exist. ...
Concept art of an article about Forced Heirship and Foreign Real Estate: Narrow street in northern Italy with traditional buildings (AI Art)

Forced Heirship And Foreign Real Estate: A Warning

A client came to us recently having spent years building her overseas plan. Key to that was the purchase of ...
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Proven Benefits of Foreign Portfolio Investment

Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about ...
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Can You Use Your IRA or 401(k) to Get a Golden Visa?

Earlier this year, one of the largest firms in the international migration business published an article suggesting that it’s “technically ...
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How to Spot Offshore Scams

I was talking to a potential client – A US financial advisor – about Swiss investments. He half-joked, “it must ...
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Foreign Property Investment: 7 Traits of a Smart Overseas Purchase

Owning property abroad is a dream for many — income, lifestyle, dollar diversification, sometimes even residency. But while the brochures ...
Concept art of an article about Safest Places to Live in Costa Rica for Americans: lush Costa Rican landscape with volcano, jungle, and flowers (AI Art)

Safest Places to Live in Costa Rica for Americans

"Is it really safe to live in Costa Rica?" a client asked me last week. It’s a fair question. Central ...
Concept art of an article about Buying Property in Panama: Panama City skyline at night (AI Art)

Want to Buy Property in Panama? Here’s the Right Way to Do It

Panama has long drawn foreign interest—for its role as a global trade hub, for its welcoming residency programs, and for ...
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How to Get Paid to Buy Property in Paradise

If you’ve spent any time looking at foreign real estate, you’ve probably come across headlines like: • “Own a vacation ...
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Residency in Panama: Should it Be Part of Your Plan B?

America's wealthy are voting with their feet. According to one study, inquiries from America's wealthy about residency & citizenship abroad ...
Concept art of an article about How to Retire in Mexico: Scenic view of a Mexican coastal resort town with palm trees and turquoise water (AI Art)

How to Retire in Mexico the Right Way

For more than 1.6 million Americans, Mexico is home. And with good reason: the focus of life is less about ...
Concept art of an article about Swiss Asset Management for US Investors: Zurich at night (AI Art)

Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is ...
Concept art of an article about Buying Property in Italy: Tuscan house with greenery and hills (AI Art)

Buying Property in Italy: A Practical Guide for US Families

In 2025, the movie La Dolce Villa hit Netflix – inspired by Italy’s now-famous “1-euro home” program – documenting an ...
Concept art of an article about How to Move to Costa Rica—A Guide for American Expats: Scenic view of Costa Rica (AI Art)

How to Move to Costa Rica: A Guide for American Expats

With political stability, good healthcare, and a legal system that protects foreign investors, it’s easy to see why more than ...
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How to Finance Foreign Real Estate as an American

Buying real estate overseas can be a smart way to diversify – not just your assets, but your lifestyle and ...
Concept art of an article about Wealth Preservation Strategies in the Face of US Capital Flight: Swiss bank building with classical architecture, symbolizing financial stability (AI Art)

Wealth Preservation Strategies in the Face of US Capital Flight

We’ve spent more than 40 years helping Americans safeguard their wealth. Through market meltdowns, currency crises, and overnight regulation changes ...
Concept art of an article about BRICS De-Dollarization and What It Means for Gold: Vault with stacked gold bars (AI Art)

The BRICS De-Dollarization & What It Means for Gold

The global financial system isn’t collapsing -- but it is splintering. The BRICS nations – Brazil, Russia, India, China, and ...
Concept art of an article about Navigating Foreign Real Estate Regulations for US Expats and Investors: Beachfront real estate in Cabo San Lucas with ocean view (AI Art)

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 ...
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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% ...
Cap Cana Real Estate: Luxury Living with Investment Benefits

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 ...
Concept art of an article about Crypto OTC Trading in Switzerland: Bitcoin coins in the Swiss Alps (AI Art)

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 ...
Concept art of an article about Pitfalls of International Real Estate: Modern condo building in Mexico (AI Art)

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, ...
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