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 and done business in dozens of countries.
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 of programs in Greece, Spain, and the most famous of all, Portugal.
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 laidback lifestyle that appeals to people wanting out of the rat race.
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 to lower their tax bill. (Spoiler alert: The IRS did not agree.)
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 I first told my parents I wanted to start traveling, they didn't get it. Neither did my friends.
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 and want to leave things to when you pass, it's important to plan.
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.
Benefits of Dual Citizenship in 2025
Just a few decades ago, dual citizenship—being a citizen of more than one country—wasn't that common. It wasn’t yet legal in many countries. And its benefits weren’t that well-known.
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.
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.
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.
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 more popular among my mostly American clients.)
The Italy Flat Tax Regime: Still Attractive in 2024?
Italy has always been quite a draw for our clients. Beautiful landscapes, friendly people, excellent food, and a nice pace of life. The only major turnoff was the high taxes -- at least until a new tax regime we're calling the "Italy flat tax" came about.
Wyoming LLCs: A Step-by-Step Guide from the Field
We recently put together a Wyoming LLC for a married couple who had just completed our Private Wealth planning service. They have been buying properties in a popular expat jurisdiction and are looking for a way to protect these assets from domestic claims.
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 different from each other. But when it comes to "foundational" tax planning, a solo 401(k) retirement account often plays a part.
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 with an investment as small as 250,000 euros (roughly USD $277,000).
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 tend to go up more often during Democratic administrations than Republican ones. That includes the Biden administration.
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. But what if you're in the middle -- you earn a good living or have at least $500,000 in savings and want to save on tax?
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 tool and warped into something that just doesn't work well anymore. Captive Insurance is one of those things.
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 pass their wealth onto their children, grandchildren and generations beyond tax-free. Virtually forever.
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 -- a hard game even for professionals. But what about offshore funds -- those based outside the US (usually) that may give you access to investments not available stateside?
Do Anonymous LLCs Still Work in 2024?
A client called me a few weeks ago. He wanted to know the best way to avoid the new Corporate Transparency Act, which makes Anonymous LLCs in the US a thing of the past.
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 investors.
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 on the hunt for investment opportunities in Vienna for our private clients and to catch up with our preferred banking partners.
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 Nevis trust is one of the few planning tools that offers all of them in one package.
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 only get the value of shaking up your routine, you also get exposed to new ideas and different perspectives.
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 part of that planning is helping clients identify the best countries for offshore gold storage... at least, what's best for their situation.
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 planning. In our own practice, we've noticed an uptick in the number of people who ask us to confirm whether planning related answers generated by AI are accurate. (It often isn't, either partly or completely.)
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 of clients through this process. It's very popular because it lets you get one of the world's best travel documents virtually for free.
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 promised extremely strong asset protection, estate and legacy planning benefits, and a legal way to grow millions of dollars in a tax-deferred (and sometimes even tax-free) way?
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