Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.

Invest Offshore Blog Posts
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Asset Protection for American Retirement Savers
U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of…
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Standard Bank helps clients bank smarter offshore
Standard Bank Group has enhanced its banking app to allow Offshore Group customers access to their offshore accounts while they are on the move. The app allows account holders to view balances and transaction history on a smartphone, and also make cross-currency payments between their Standard Bank accounts. New features released in the future will…
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Automatic Exchange of Information: What can YOU do about it?
Taxpayers with offshore assets as well as financial institutions that hold them, will all face new challenges under the OECD’s updated Common Reporting Standard (CRS). The CRS, formally the Standard for Automatic Exchange of Financial Account Information in Tax Matters, seeks to establish a global methodology for the sharing amongst tax authorities of data in…
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Get Ready for Crazy – Jeff Thomas
Recently, the Honduras homes and businesses of the family of Jaime Rosenthal were raided by the Honduran government. The properties themselves were seized and other assets taken. The family-owned bank was also seized and has been forced into liquidation, creating potential financial crisis for its 220,000 clients. Throngs of angry clients, unable to go about…
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Sustainable, Responsible, Impact (SRI) Investment Industry Awards
SRI SERVICE AWARD WINNER: HEAD OF INVESTMENT FUND FOR LOW-INCOME SOUTH AFRICANS AWARDED SRI INDUSTRY’S MOST HONORED DESIGNATION Responsible Investors and Investment Professionals Select Shared Interest Executive Director, Donna Katzin, as SRI Industry’s Most Influential Leader of 2015 NEW YORK, NY AND COLORADO SPRINGS, CO (November 19, 2015) – Donna Katzin, executive director of Shared…
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Belize Real Estate Projects Lucrative Value in Caribbean’s Emerging Luxury Marketplace, New Report Shows
SAN PEDRO, Belize, Nov. 18, 2015 /PRNewswire/ — The emerging luxury real estate market of Belize will provide real estate investors and second-home buyers some of the best value in the Caribbean and Central America according to a new report by SANCAS Realty, the exclusive Christie’s International Real Estate for Belize. The price for a luxury…
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