Last year, Lief hosted his Global Asset Protection and Wealth Summit in Panama City. On day one of the conference, he and I had lunch with banker friends in town. One, with 30 years of experience in the global banking industry, sat down, looked around the table, and said: “I wish I hadn’t been so […]
Americans tend to dismiss Europe for offshore lifestyle and investment options, thinking this part of the world is too complicated or too expensive. The truth is that some European countries can be cheaper than destinations that might much sooner come to mind for obtaining residency or investing in real estate. Portugal is one of them. […]
A friend is pursuing multiple residency options concurrently. He’s in different stages of trying to establish residency in several different countries with an eye to eventually obtaining citizenship in each one, as well. He figures that at least one of the applications won’t work out. Plus, each comes with different time lines and requirements, and […]
In my Monday dispatch, I reported on the option to qualify for residency in the Dominican Republic by making a US$200,000 investment in a CD in that country. A reader wrote yesterday asking for clarification. He was confused, because his Dominican attorney had assured him that he had to use a corporation to qualify for […]
Traveling in the United States over the holidays I was reminded, as I always am, that that country is one of the easiest places in the world to live and spend time. You might wonder, therefore, understandably: Why do anything offshore in the first place? Easier, surely, just to stay put. Overregulation, overreach, invasions of […]
I’m reviewing and clarifying my ideas related to the Five Flags theory of diversification in preparation for my opening remarks at the Wealth Summit I’m hosting in Panama in October. 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 […]
We got right to the point: Diversification. It’s the surprisingly simple answer to the sometimes seemingly impossible-to-process question: How do we survive the current age…and the even more troubling one that may be coming?
What would an ideally globally diversified financial life look like? I could imagine as many answers to that question as people asking it. However, I’d also identify key common denominators that should be part of any global diversification strategy. If you’re just getting started at this, here’s the most important thing to understand: This doesn’t […]
I’m “onshore” this week in Nashville for our once-a-year Retire Overseas Conference. We arrived in the States yesterday afternoon. Once we’d cleared U.S. immigration in Houston, where my wife was singled out as she is now every time she crosses the U.S. border for reasons no one with U.S. immigration seems to be able to […]
How To Go Offshore: You Can Do It Yourself (Shocker) This week's Offshore Summit has been organized around a series of panel discussions, one for each of the Five Flags being considered. Yesterday morning, Mark Nestmann, one of the world's leading experts in offshore residency and second citizenship, led a panel discussion related to choosing [...]
Offshore Living Letter is a publication of Live and Invest Overseas. Our goal is to provide timely, actionable information on all things offshore, including: how to go offshore, diversifying your portfolio, wealth creation, protecting your assets, and much more.