June 2026:
How to invest internationally when you’re “asset rich but cash poor”

• A detailed look at our internal 4-step process that guides us as we take a client from initial ideas through to an international investment strategy.
• A clear look at what domestic assets can… and can’t be moved offshore… without triggering a tax bill.
• Common mistakes we see Americans make when buying property in Panama for the first time.
• The four common mistakes new-to-the-idea clients make when first considering an international strategy.
• Two techniques to free up cash on a truly illiquid domestic asset.
• A clear idea of how long it takes to implement an international strategy… from someone who’s working with clients on such things every day.

May 2026:
Panama Property Investing: A Reality Check

• What sort of investor should buy in Panama… and who probably shouldn’t.
• The first three steps any would-be real estate investor should take before looking at properties.
• Common mistakes we see Americans make when buying property in Panama for the first time.
• The 5 ownership options most common in the country, which ones tend to be best for Americans (depending on how you use it), and why your US trust or LLC doesn’t make the cut.
• Whether it makes sense to set up a foreign bank account in Panama… and when not to.
• Our thoughts on whether Panama will continue to attract as much American investment over the next few years as it does right now.

April 2026:
The Real Cost of Swiss Investing

• The Real Numbers: We conducted a detailed analysis of eight of the 50 asset managers chosen at random… Here’s the average fee you should “expect” to pay…
• The Minimum Fee Trap: How a “low” percentage fee can secretly double your costs if your account is under $1M — and how to avoid it.
• The Comparison Mistake: How to accurately compare a foreign asset manager to your US advisor (most people do this wrong and it costs them).
• The Full Cost Breakdown: A point-by-point summary of the obvious and not-so-obvious fees associated with having a foreign investment account.
• The Sweet Spot: The threshold that makes a foreign investment account worth a closer look.

March 2026:
3 Real-World Ways to Move $2 Million Overseas

• The 5 core pieces every offshore strategy is built on (no theory).
• How to avoid setups that look good on paper but fail in practice.
• 3 real-world examples of $2M going overseas (from simplest one country to multiple jurisdictions).
• The most common (and costly) mistakes to avoid.
• A clear 4-step path to getting started.

February 2026:
The Reality of Investing in Italian Real Estate

• The four legitimate reasons Italy can make sense — and six structural risks most foreign buyers underestimate.
• What kind of investor succeeds in Italy — the patterns we consistently see among our own clients who navigate it well.
• The key differences between investing in the US and investing in Italy — especially around taxation, transaction costs, and legal issues.
• When Italian real estate moves your international efforts forward — and when it turns into a costly mistake that can take years to fix.

January 2026:
Is this Really the Best Planning Blueprint Out There?

• Can be adapted to fit a wide variety of cases – domestic assets, international assets, a bit of both.
• Is “scalable” – in that the foundation can be kept quite simple but assets can be added later without having to change the core.
• Is quite cost-effective compared to the many structures pushed by internet conmen that you probably don’t need.