Asset Protection for your Home
For many people, your home is the single largest investment you will make. You will notice I did not use the word ‘asset’ because I consider a home to be a liability. Assets make you money, liabilities cost you money. Nevertheless, it is a large investment and one you certainly want to protect from the […]
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 […]
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 […]
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 […]
