Alternative Investments for Wealth Safety (Art, Wine, and More)
Art, fine wine, rare coins and metals can diversify and protect wealth—understand risks, storage, taxes and offshore strategies for long-term preservation.
Wealth Protection Checklist: Yearly Audit for Your Assets
A concise yearly audit guide to review trusts, offshore accounts, insurance, taxes, portfolios and digital assets to maintain compliance and protect wealth.
Retirement Abroad: Protecting Your Savings Overseas
Protect your retirement savings abroad: manage currency and tax risks, choose stable offshore banking and legal structures, diversify investments, and stay compliant.
Real Stories: How the Wealthy Protected Their Assets
Case studies showing how offshore trusts, international LLCs and private foundations legally shield wealthy individuals from creditors, taxes, and divorce.
Wealth Protection for High-Net-Worth Individuals: Best Practices
Practical asset-protection best practices for high-net-worth individuals: insurance, domestic and offshore structures, diversification, and FATCA/CRS compliance.
The Role of Insurance in Global Wealth Strategies
How international life insurance and PPLI protect assets, reduce taxes, and enable efficient cross-border estate planning for high-net-worth individuals.
Philanthropy and Asset Protection: Giving Without Losing
Use charitable trusts, donor-advised funds, offshore foundations, and gifting strategies to lower taxes, shield assets from creditors, and sustain philanthropy.
Asset Protection vs. Tax Evasion: Understanding the Line
Learn how legal asset protection differs from illegal tax evasion, common IRS red flags, required reporting (FBAR, Form 3520), and steps to stay compliant.
How Political Changes Can Threaten (or Boost) Your Wealth
How tax shifts, regulation and geopolitics can erode or boost your assets, plus practical steps to diversify, protect, and grow wealth across borders.
Expat Banking: Avoiding Pitfalls When Banking Overseas
Avoid hidden fees and compliance traps abroad by using multi-currency accounts, expat-friendly banks, and strict FBAR/FATCA reporting.
