Global Escape Hatch

I want to begin this newsletter by wishing all of my friends, family and readers around the world a happy holidays.  There are a myriad of winter traditions celebrated around the world on a variety of days ranging from Saint Nicholas Day on December 6th, Hanukkah from December 20-28th, Catholic or Protestant Christmas on December […]

What is Asset Protection?

This week I felt it would be important to address the topic, “What is Asset Protection?”  While you clearly have some idea what is involved in asset protection planning, I frequently get this question or some derivation thereof. The quick and simple answer is that asset protection is a means of protecting your assets from […]

Pecan Pie, Gold, and Tryptophan Comas

Time for a Golden Turkey – Asset Protection Planning First of all, I want to wish a Happy Thanksgiving to all of my American readers.  I hope you all have a very enjoyable holiday filled with friends, family and tryptophan induced comas. I will keep this newsletter short and sweet.  Quite frankly there are probably […]

I’m Buying Call Options on Entrepreneurship

Asset Protection – Entrepreneurship Over the past week I have been working with one of my asset protection clients developing a strategy for him to minimize his risk.  He is a commercial real estate entrepreneur with a fairly large 8 figure net worth.  Every time I work with successful entrepreneurs like him I can feel […]

The Dead Hedge Fund Manager Bounce

If you read my letter last week, you know I have now escaped from America.  Last week we moved to Riga, Latvia.  It was a hellish plane ride riddled with delays, running through the airport baggage bouncing behind, barely making connections, and lost luggage.  You name it, it went wrong. Now that we are settled […]