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Offshore Wealth

Asset protection, pensions, funds, jurisdictions, tax policy and international structuring.


  • Working Out A Safe-Money Strategy

    Financial Consultants Say Retirees Can Take Steps To Protect Savings From Vagaries Of The Market As people creep into the retirement “red zone” – those years just before or right after they retire – it becomes more important than ever…

  • Tax Planning Knowledge

    Crossborder financial issues are complicated and readers are strongly encouraged to seek qualified professional advice at all times. We have a network of preferred legal and tax advisors who have prior experience in the relevant issues and will be happy…

  • About the Sovereign Man

    If you’ve never heard of the Sovereign Man, then allow me to introduce you to the most compelling information, about why to expatriate from the USA immediately, or at the very least begin to geo-diversify your assets and plant some…

  • Move your IRA to an Offshore Investment Account

    Transfer your USA IRA to a Registered Foreign Account The purpose is to transfer assets of a USA qualified retirement plan to a non-U.S. investment account, recognized by the IRS and FATCA, without a change to current tax consequence (Ordinary…

  • Invest from China into USA with an EB-5 Visa

    Pre-Immigration Statutory Asset Protection for EB-5 Visa This ORSO/IRC 402(b) entity is the only statutory asset protection and tax deferred income solution possible for residents of the People’s Republic of China because it is integrated pension laws that are recognized…

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    Market Timing and Conspiracy Theory

    Love is all that counts, everything else is rhetoric or mind games. There’s a distinct connection between meaning and value, in that those things that contain the deepest meaning for each of us, are the very things that hold the…

  • Confessions of an Expat Canuck

    Never before in modern history has there been a time when people everywhere have become so disillusioned by the Global Governments and their leadership. Call it an awakening, or blame it on the information-age with all it’s alternative media but…

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