Invest Offshore

Category: Expatriate

  • HNW Offshore Investment: Drivers And Motivations 2017

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    Aaron
    in

    [box]At a global level, 18.7% of HNW wealth is invested outside ones country of residence. Almost a quarter of these assets are offshored for general geographic diversification reasons, making it the most important driver. Access to better investment options ranks second, followed by tax efficiencies. Strong market volatility in many parts of the world is…

  • Ten Wealth Building Myths

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    Aaron
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    Top Ten Wealth Building Myths [box size=”large”]For those who don’t know that they don’t know: A test to measure any U.S. Person’s level of misconception about wealth building and offshore investing.[/box] U.S. Person Wealth Building Myths are: Myth No. 1 You can’t build wealth without a reduction of your spendable income. Myth No. 2 There…

  • The World’s Best Beaches

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    Aaron
    in ,

    TripAdvisor Surfaces The World’s Best Beaches With 2017 Travelers’ Choice Awards [box type=”tick”]Brazil’s Baia do Sancho is #1 in the World; Florida’s Siesta Beach is Best in the U.S.[/box] NEEDHAM, Mass., Feb. 22, 2017 /PRNewswire/ — TripAdvisor®, the travel planning and booking site, today announced the winners of its Travelers’ Choice® awards for Beaches. This year, Baia…

  • Moving overseas? High net worth community takes note

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    Aaron
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    One of the listservs which I access, WealthManagement.com, recently published an article titled “In Trump’s America, a Second Passport May Be the Best HNW Insurance Plan.” For those not accustomed to the standard abbreviations, HNW stands for High Net Worth. The article was subtitled, “f clients are motivated to leave the U.S., attractive new destinations…

  • Multinational Companies Trending Away From One-Size-Fits-All Approach to Global Long-Term Incentives

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    Aaron
    in

    Survey shows global companies designing LTI awards that are increasingly performance-based and modified to impact local participants LINCOLNSHIRE, Ill., Dec. 14, 2016 /PRNewswire/ — As the global war for talent heats up, multinational companies are increasingly looking for ways to differentiate themselves, including altering the way they design their long-term incentive (LTI) awards. Aon Hewitt’s Global…

  • FAIR to Lay Out Immigration Reform Blueprint for Trump Transition at National Press Club

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    Aaron
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    WASHINGTON, Nov. 21, 2016 /PRNewswire-USNewswire/ — President-elect Donald Trump has vowed to restore public interest to immigration policy. His initial appointments – including naming Sen. Jeff Sessions to be attorney general – indicate that he intends to make good on his campaign commitments. Many of those reforms have been advocated by the Federation for American…

  • How To Create A Fulfilling Retirement When Every Day Is Saturday

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    Aaron
    in

    It’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of golf after the other. Finally read that teetering stack of books on the nightstand. In retirement, every day is Saturday – only without the dread about what Monday morning back at the office might bring.…

  • How to avoid a scary PFIC Nightmare

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    by

    Aaron
    in

    A mutual fund that is invested in European stocks, but incorporated in the US may be taxed at a long term capital gains rate of 15%, but if the US taxpayer buys an identical fund listed outside the US, they will find their investment may be taxed at up to 50% The first de minimis…