Welcome to Offshore Living Letter, Your #1 Resource for Offshore Diversification
<h1 class="entry-title">Tag: Diversifying Offshore</h1>
06 May
Tax And Estate Planning For The Middle-Class Millionaire

Tax And Estate Planning For The Middle-Class Millionaire

Addressing The Plight Of The Middle-Class Millionaire A friend in the tax business told me today about a law firm he knows that targets clients with net worths of US$100 million or more, the ultra-high-end of the wealth management market. That's a market with fewer than 3,000 potential clients in the United States. Still, the [...]
08 Nov
How And Where To Pursue The Five Flags Strategy Of Global Diversification

How And Where To Pursue The Five Flags Strategy Of Global Diversification

Five Flags Geography I'm reviewing and clarifying my ideas related to the Five Flags theory of diversification in preparation for my opening remarks at this week's Offshore Summit in Panama City. If you're new to the idea, the "Five Flags" are to do with residency, citizenship, banking, assets, and business. Not everyone needs all five flags planted [...]
08 Nov
Diversifying Offshore Is The Most Patriotic Journey I Can Imagine

Diversifying Offshore Is The Most Patriotic Journey I Can Imagine

Fill In Presidential Election Winner’s Name Here By way of full disclosure, I wrote this essay last week, before the U.S. presidential election. I held on to it waiting to see which candidate's name to fill in to the opening paragraph... Obama has won. He'll be running the show in the United States for the [...]