Asset Protection – Private Family Office
Last week I discussed an investment conference in Zurich that I attended a few weeks back. I came back armed with lots of new ideas and connections for those of us interested in the capital markets. I don’t normally pontificate on money management, but after that conference in Zurich, my mind was full and I had no choice but […]
Obama’s Offshore Vendetta
A few weeks ago I attended the Fonds Fair in Zurich. I was there primarily to listen to a few key presentations including Jim Rogers speaking on the future of the commodities markets. While at the conference, I also attended a presentation given by the CIO of Blackrock discussing the energy market. It was quite enlightening and […]
Tax Free Tshirt Company in Nevis
As I mentioned previously in my blog, I have discovered a way for some of you to defer taxation on your business income. This, of course, requires an offshore asset protection strategy. There are many details involved and lots of restrictions, but I am going to use a theoretical example to illustrate. Joe runs a […]
Norwegian Capitalists
A few weeks ago I was in Oslo, Norway and spent some time with some local friends. These guys are not your typical Norwegian socialists (sorry if that offends anyone). They are very much of the free market mindset. These are entrepreneurs and investors. This was my first trip to Norway and I was in […]
Unreportable Real Estate and Precious Metals
Today I want to share with you a couple of options for legally and safely getting your assets out of the US without the requirement of federal reporting. There are really only two ways to do this. Buy real estate or hold precious metals like gold outside of the US. If you hold any other […]
Why Offshore Asset Protection?
This is a legitimate question and one I get frequently. Many people are scared away by the term “offshore asset protection” thinking it involves something inherently illegal. This is an unfortunate consequence of being bombarded by media. There is nothing illegal or immoral about offshore asset protection. In reality, it is not even difficult or […]
What is Asset Protection?
For many, this conjures images of the stereotypical Colombian drug lord laundering money in some offshore bank account in the Caymans. For others, it may bring forth images of former Enron executives with their money stashed away in Bermuda. And while this may be true for some, there are many legitimate entrepreneurs and investors at […]
Structuring Offshore Trusts for Asset Protection
For my subscribers last week, I wrote details on one way to properly structure an offshore trust to maximize asset protection. Trusts are one of the oldest (if not the oldest) forms of legal ownership for property dating back to the Roman times. While they are a bit abstract and difficult to understand, they are […]
$40,000 Vacation Home in Costa Rica
All US citizens must report any offshore assets cumulatively valued at more than $10,000 to the Federal government. With two exceptions; real estate and precious metals. If you are interested in offshore asset protection, these are your only two asset classes that do not require disclosure. My job is to inform you about these types […]
The IRS is Buying Guns…
The following is an excerpt from the IRS specs on sources new armaments for the officers. Hmmmm, now why would IRS agents need to be so well armed? The Internal Revenue Service (IRS) intends to purchase sixty Remington Model 870 Police RAMAC #24587 12 gauge pump-action shotguns for the Criminal Investigation Division. The Remington parkerized […]
