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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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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 ...
Concept art of an article about Nevis Trusts: sandy beach in Nevis on a sunny day (AI Art)

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 ...
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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 ...
Concept art of an article about PPLI: Private Placement Life Insurance: couple holding hands walking through nature (AI Art)

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 ...
Concept art of an article about Foreign Real Estate Investments for Americans: white apartment building on a sunny day with the skyline of Panama City in the background (AI Art)

Foreign Real Estate Investments for Americans: Why or Why Not?

When you think of foreign real estate, you might picture a retirement house by the beach. But for many of ...
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Foreign Real Estate Investments in Your Self-Directed IRA

Individual Retirement Accounts (IRAs) are a big part of many American investment plans – to the tune of $13 trillion ...
Concept art of an article about Puerto Rico Tax Incentives: cobblestone street with colorful houses in Puerto Rico (AI Art)

Puerto Rico Tax Incentives: How Much Can You Really Save?

I must admit – when we first heard about the new Puerto Rico tax incentives back in 2012, we didn't ...
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Form 8858: What You Need to Know Before You File

If you're trying to figure out whether you need to file Form 8858 and how to do it, you're in ...
Concept art of an article about Are Swiss Banks Safe: black and white photo of an old bank with red and white Swiss flag in Zurich (AI Art)

Are Swiss Bank Accounts Safe?

Are Swiss Banks Safe? Switzerland is one of the most popular places for our private consulting clients to set up ...
Concept art of an article about a Bridge Trust: modern steel bridge with a blue sky in the background (AI Art)

Is a Bridge Trust Worth It?

Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow “better” ...
Concept art of an article about Old Glory Bank: hunter in a forest with an American flag and an eagle next to him (AI Art)

A Review: Is Old Glory Bank Safe?

Twice in the past few weeks, clients have asked us about Old Glory Bank. It’s being heavily promoted on media ...
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The Truth About Home Storage Gold IRAs

There’s a lot of misinformation when it comes to holding precious metals in a retirement plan. So let’s debunk them ...
Concept art of an article about Crypto Offshore: golden globe with bitcoin symbol with world map in background (AI Art)

4 Reasons to Take Your Crypto Offshore

With the price so high, Bitcoin is back in the news in a big way. But it’s a topic we’ve ...
Concept art of an article about How to Ship Gold Internationally: rich wooden living room with a golden world globe on a round wooden antique table (AI Art)

How to Ship Gold Internationally in Six Steps

It’s perfectly legal to move gold and other precious metals in or out of the United States in any quantity. ...
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What is a Living Trust and How Does it Work?

Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, a ...
Concept art of an article about Gold IRA vs Physical Gold: gold bars on an antique wooden table (AI Art)

Gold IRA vs Physical Gold: What’s Better?

Recently, one of our consulting clients was wondering the best way to invest in gold. He already had some physical ...
Concept art of an article about the cheapest Citizenship by Investment: a retired couple walking on a beautiful beach in the Caribbean (AI Art)

Cheapest Citizenship by Investment Programs Right Now

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