Dateline: Merida, Mexico The coronavirus pandemic has limited travel in many areas of the world and by doing so has changed the plans of many expats. If your global tax plan was...
Investing in Portugal Real Estate: Lisbon Property Guide 2025
Who wouldn’t want to live in a friendly place where the sun shines year-round, the standard of living is high, crime is low and the prices are some of the best in Europe?...
Portugal’s Golden Visa Investment Fund: Everything You Need to Know
Since Portugal ended the real estate investment option in its Golden Visa program, the venture capital fund option has become a popular choice. Here’s what you need to know about...
How to Create Generational Wealth with Lower Taxes
We often ask our clients, "What's next?" Beyond the idea of how to accumulate more wealth is knowing the end purpose of it all. What happens after you've amassed all this...
Places to Live Under US$1,000 per Month
If you only had US$1,000 per month to live on, where would you go – and why? Whether you’re living off investment interest or starting over from virtual scratch, there are...
Banking with Cryptocurrency for Investors & Entrepreneurs
In this article, we'll discuss how to bank in cryptocurrency. We will start with a brief description of cryptocurrency and how to get involved. We'll also cover topics such as...
US Indicia: Why Your Offshore Bank Hates You
A US Indicia is an indicator that an individual or entity is affiliated in some way to the United States. When it comes to offshore finance, some banks don’t want to deal with...
Banking in the Cayman Islands: The Ultimate Guide
When you think of offshore banking, the Cayman Islands is among the first countries that come to mind, partly due to how it’s portrayed in movies and the media. However, the...
New US Tax Deadline Extensions for 2021
It’s been a complicated year. Most of us have had huge disruptions in our lives. To ease reconciling the chaos into a flawless tax form submission, the IRS recently...
Taxes in Switzerland for High-Net-Worth Individuals
Dateline: Bogota, Colombia If you’re a high-net-worth individual looking to lower your taxes while living in a beautiful European country, Switzerland may be a great option for...
