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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 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 ...
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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. ...
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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 ...
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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 ...
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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. ...
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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 ...
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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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Should You Invest in an Offshore Fund?

Funds can be a great way to benefit from the rise of a market without trying to pick the winners ...
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Do Anonymous LLCs Still Work?

A client called me a few weeks ago. He wanted to know the best way to avoid the new Corporate ...
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Avoiding Prohibited Transactions in Your IRA

When it comes to retirement planning, self-directed Individual Retirement Accounts (IRAs) offer a flexible and potentially lucrative option for savvy ...
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An Austria Private Vault Tour: Das Safe, Sparta Safes, and Palais Coburg

Regular readers will know I've been traveling around central Europe for the last month. A few weeks ago, I was ...
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The Ultimate Guide to Nevis Trusts: Asset Protection, Privacy and Tax Benefits All in One

A few themes come up over and over -- asset protection, privacy concerns, and a desire for lower taxes. A ...
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3 Investment Plan B Lessons Learned in Switzerland

One of the best things about spending time outside your borders is the opportunity to see things differently. You not ...
Concept art of an article about Best Countries for Offshore Gold Storage: warehouse filled with gold bars (AI Art)

Best Countries for Offshore Gold Storage

For decades, our firm has provided the international planning piece for groups that sell precious metals to clients. A big ...
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Is AI Retirement Planning a Good Idea?

AI is changing many parts of our lives, from customer service chatbots to health care to finance, and even retirement ...
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How to Get a Second Passport: 7 Legal Ways

The process of getting a second passport is a big decision. And one where's there's a one-size-fits-all approach. ...
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Italian Citizenship by Descent: An Authoritative Guide

Italian citizenship by descent allows you to claim Italian citizenship through your ancestry. Over the years, we've helped a number ...
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CFC Rules: Controlled Foreign Corporations and Taxes

When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It ...
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How to Avoid Capital Controls

Last week, I had a call with a successful entrepreneurial client who was deeply worried about capital controls. She had ...
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PPLI: Private Placement Life Insurance [Ultimate Guide]

When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It ...
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St Kitts and Nevis Bank Accounts: The Complete Guide

We've been helping Americans diversify their assets internationally since 1984. Over the years, we've developed a few favorite places for ...
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The Permanent Portfolio: The Best Wealth Preservation Investment

What if your investments never lost any value? That they kept growing no matter whether the economy was going gangbusters ...
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The Best Swiss Banks

We’ve long considered Switzerland a good place to bank for the right sort of client. That’s because the best Swiss ...
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Top Estate Planning Tools for Asset Protection

I was on a Discovery Conference with a client a few days ago who had recently signed up for our ...
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