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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Retirement Plans Can Be Imperiled When Long-Term Care Needs Arise
Savings Are Depleted Quickly If Not Properly Protected There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides. “Not everyone will spend all of their retirement years being active and doing all the fun things they planned,” says Mark Cardoza,…
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A Recognized, Registered and Regulated Foreign Retirement Plan
O.E.C.D. Income Tax Deferred Overseas Retirement Plan. Internationally there are occupational retirement plans. The International Organization of Pension Supervisors (IOPS) covers this whole area, and also if you look at the E.U. Directive itself the whole idea behind these laws and legal concepts is primarily to do with people’s work. It is in regards to…
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Why Family Feuds Erupt After The Will Is Read
Sibling Rivalries And Old Grudges Can Surface When Money Is On The Line, Family Wealth Guru Says The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says…
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Equity Estates Offers Smart Alternative for Savvy Travelers
70+ Luxury Homes through One Exceptional Investment Equity Estates’ Luxury Residence Fund offers investors a smart alternative for dream vacations while also making a sound financial investment. This private fund allows for the opportunity to own a portfolio of exceptional residences without the troubles of ownership. The diversified global portfolio includes access to 70+ spectacular…
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Tax Deferred Foreign Financial Account
In any payroll these days for U.S. people or not there is some form of tax equalization built into it. You find tax equalization is quite common. Basically your payroll is assumed to be tax equalized one way or the other and that is an expensive way to deal with this problem. Instead you can…
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The Master Game
There once was a man named DeRopp who wrote a book titled The Master Game. No need to discuss his book or his philosophy here, other than to say it had to do with the shaping of one’s life and options through a lens few of us normal people have ever looked through before. It…
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Relinquishing Permanent Residency or U.S. Citizenship
The expatriation rules apply to U.S. citizens or long term residents that have a Green Card in eight of the last fifteen years preceding the application for expatriation. The expatriation rules are applicable if the taxpayer meets one of two test. A “covered expatriate” is a taxpayer that meets the Net Worth Test of IRC…
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