News & Trends in Offshore Investing

Working to keep one’s self from getting sued is part art and part science and it takes advance planning and resolve. The combination of the two is frequently referred to as "asset protection" and can be achieved in a myriad of ways depending on one’s wealth, and risk profile. Read More.

In its 2019 “Stress in America” survey, the American Psychological Association reported that 60% of American adults identified money as a significant source of stress in their lives. Read More.

Over the last few months, I’ve received a number of general and specific inquiries about different Citizenship by Investment passport programs. Rather than answer them all individually, I decided to do a short series of articles focusing in on the various Citizenship by Investment(CBI) programs. Read More.

Surprisingly, property ownership opportunities in Mendoza remain affordable, especially when compared to comparable properties in North America. Perhaps the pinnacle of property prices is in California’s Napa Valley where vineyard estates start in the low millions and run into the stratosphere. Read More.

Income inequality and polo matches are two concepts rarely found in the same sentence. I’m playing three weekends of polo tournaments starting on Saturday. What the hell does that have to do with these markets, the US social contract or your portfolio? Read More.

If you could go back to 1950, would you do it? There would be no Internet, no cellphones and you would only be able to watch television in black and white. But even though they lacked many of our modern conveniences, people genuinely seemed to be much happier back then. Read More.

Argentina conjures up many images when people hear the name. Gauchos riding the wide-open pampas, delicious steaks, crazy economic cycles, and of course... phenomenal wines. For the savvy real estate investor, it should also awaken a sense of value, deep value and tremendous opportunity. Read More.

My family and I moved to Vienna five years ago for business reasons and so our younger children would have an opportunity to experience Austrian culture. Read More.

One of the most important reasons that people decide to protect assets abroad is to find strong legal jurisdictions that resist or eliminate many of the traditional threats against wealth. Yet compliance with US laws and regulations has never been more important than it is today, that begs the question: is it possible to do both? Read More.

Obtaining a mortgage in Central America can be a tricky and tiresome process. Ask anyone who’s tried it. But the industry is maturing, especially in the country of Belize, a relative newcomer to International Banking, who’s industry began in 1996. Read More.

How did the last place Pittsburgh Steelers become the top football team of all time and what does that have to do with creating a Wealth Fortress? Ok, I’m bias. I realize there are others out there who would challenge my assertion, particularly my clients and friends in Boston, Dallas and San Francisco. But let’s look at the facts. Read More.

The expat life can offer so much in terms of personal liberation, delivering a rich cultural experience and in many cases, a lower cost of living. As an experienced expat, I am always willing to share my experiences with seeking medical care while living abroad. Read More.

Imagine this. It’s a Tuesday. You get a call from an old college friend. Out of the blue he asks, "What are you doing Thursday?' Read More.

Of all the Citizenship by Investment programs, one of the most user friendly and accessible is the Portuguese Golden Visa program. Read More.

If you are thinking about owning property overseas, you are not alone. One in 10 Americans is and for many, it’s a lifelong dream to retire to the tropics. Read More.