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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 The Foreign Earned Income Exclusion for Americans: couple walking next to palm trees on a sunny day (AI Art)

The Foreign Earned Income Exclusion (FEIE): Tax-Free Income?

The United States is one of only two countries in the world that taxes the worldwide income of citizens who ...
Concept art of an article about bank bail-ins: a broken open safe with money spread around (AI Art)

How Do You Protect Against Bank Bail Ins?

It’s a question we’ve gotten a lot, especially since the collapse of Silicon Valley Bank and First Republic Bank this ...
Concept art of an article about Cayman Islands Bank Account: beautiful waterfront buildings in the Cayman Islands (AI Art)

Cayman Islands Bank Accounts: Still Worth It?

When I talk to private clients about offshore bank accounts, two places tend to pop up: Switzerland and the Cayman ...
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The Portugal Retirement Visa: Is it Right for You?

You likely know how important it is to get a second residency. It lets you live in another country if ...
Concept art of an article about International Estate Planning for Americans: couple standing proudly, looking at their home (AI Art)

International Estate Planning for Americans

When we first started in this business, opening a foreign bank account was considered "going offshore". In the decades since, ...
Concept art of an article about How to Get EU Citizenship: couple walking in Vienna (AI Art)

How to Get EU Citizenship: The Ultimate Guide

I first went to Europe more than 20 years ago. I've lived there, worked there, and invested there. I can ...
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Nevis LLCs: Are they worth it?

LLCs are almost perfect. They’re easy to form and administer, making them a great way to hold a business or ...
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5 Reasons to Have an Offshore Bank Account

An offshore bank account is one of the most traditional ways to start your overseas journey. It's a very useful ...
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Are Offshore Numbered Accounts Still Possible?

Think of offshore banking and you might think of an offshore numbered account. You know, the anonymous place to stash ...
Concept art of an article about Panama Private Interest Foundation for Real Estate: apartment buildings in Panama City (AI Art)

Panama Private Interest Foundations for Real Estate: A Guide for American Owners

For quite some years, we've worked with American clients buying, holding, and selling real estate in Panama—especially in the hot ...
Concept art of an article about Lump Sum Taxation Switzerland: lightly snow-covered Zurich skyline (AI Art)

Lump-Sum Taxation in Switzerland: A Guide for High-Net-Worth Individuals and Families

I had dinner with a globe-trotting executive last weekend. He's about to retire but for decades he's travelled the world ...
Concept art of an article about Golden Visas in Europe: Portuguese village overlooking the ocean with fishing boats in the water (AI Art)

Golden Visas in Europe: Top 3 EU Residence Programs

When many of our clients think about residency in Europe, they often think about "Golden Visa" programs. That's especially true ...
Concept art of an article about Italy Investment Visa for Americans: Italian villa with pool and lake view (AI Art)

Italy Investment Visa Options for Americans

For our business at least, Italy has been a popular place for Americans looking to settle in Europe. A wonderful ...
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Charitable Remainder Trust: What it is and How to Use it

Perhaps the most aggressive tax strategy I’ve ever come across was the person who declared themselves a church in order ...
Concept art of an article about The Best Countries to Move to from the US that Speak English: wooden table with a beautiful spread of delicious food (AI Art)

The Best English-Speaking Countries for Expats

I grew up in a small town full of dairy and crop farmers. I was a farm boy. So when ...
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How to Avoid Probate for 18 Asset Types

No one likes to think about death. But if you have a family, friends, or charities that you care about ...
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Asset Diversification the Right Way

Asset diversification is one of those topics that three people can look at and come up with three different answers. ...
Concept art of an article about Benefits of Dual Citizenship for Americans: couple holding hands walking on a beach (AI Art)

Benefits of Dual Citizenship

Just a few decades ago, dual citizenship—being a citizen of more than one country—wasn't that common. It wasn’t yet legal ...
Concept art of an article about How to Move Out of the US: globe on a glass table and an airplane flying by outside the window (AI Art)

How to Move Out of the US Permanently… From Start to Finish.

Every election year, there's an increase in the number of people who want to move out of the US permanently. ...
Concept art of an article about an Offshore Trust: white sandy beach with palm trees and turquoise ocean (AI Art)

Do You Really Need an Offshore Trust? (A Complete Guide)

A client told me someone recently tried to sell him a Cook Islands offshore trust. He wanted my feedback. ...
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How To Stop Paying Taxes Legally (8 Ways from Easiest to Hardest)

No one enjoys paying taxes. Especially when the money supports things that we don't believe in. ...
Concept art of an article about Paraguay Residency: Paraguayan landscape featuring lush forest and a winding river (AI Art)

Paraguay Residency: Everything You Need to Know

Paraguay wasn't on too many people's radars when I first entered this business in 2009. (Uruguay, Argentina, and Ecuador were ...
Concept art of an article about the Italy Flat Tax Regime: couple strolling hand-in-hand through picturesque Italian town (AI Art)

The Italy Flat Tax Regime: Still Attractive?

Italy has always been quite a draw for our clients. Beautiful landscapes, friendly people, excellent food, and a nice pace ...
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The Solo 401(k) Global Investing Guide for Small Business Owners

We work with a lot of independent business owners and entrepreneurs across the spectrum. Many of their plans are very ...
Concept art of an article about Greece Golden Visa New Rules: couple walking hand-in-hand through picturesque Greece town (AI Art)

New Rules for Greece Golden Visa

One reason more than 12,000 high-net-worth individuals have chosen this program is that they could qualify for a Golden Visa ...
Concept art of an article about the Kamala Harris Tax Plan: American flag waving on a sunny day (AI Art)

The Harris Tax Plan: Will it affect overseas investments?

To our customers and clients, the Kamala Harris tax plan has received a lot of attention recently. After all, taxes ...
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Private Placement Variable Annuity (PPVA): A Hidden Gem

There are many tax opportunities for the ultra-wealthy. There are also some good options for people with smaller nest eggs. ...
Concept art of an article about Captive Insurance: looking up at modern glass high-rises shrouded in fog (AI Art)

Captive Insurance: As Good as it Sounds?

Over the years, I've heard some "great in theory, not in practice" planning ideas. Many are taken from a proven ...
Concept art of an article about Dynasty Trust: old oak true in a field surrounded by fence (AI art)

Dynasty Trusts: True Tax-Free Wealth Protection for Generations?

Last week, one of our Private Wealth planning clients asked about a dynasty trust. She'd read that it let people ...
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