Offshore Custody and Asset Protection Advisory

Offshore investing was once simplistically and erroneously viewed by many investors as nothing more than U.S citizens shipping assets offshore to custodians in accommodating jurisdictions to avoid taxes.  Whatever one’s previous view, it is now time to take another, more serious look at offshore investing.
 
U.S. citizens are facing new challenges including dysfunctional U.S. politics, a litigious society, decreasing privacy, growing national debt, and most recently, a return of inflation.  In this unsettling environment, the desire for the stability and the safety of accumulated assets is now front and center.  That need is not going away.  For certain high net worth individuals, offshore custody and investment will be the solution. 

Establishing an offshore account at a distinguished institution can create an effective safeguard should confidence in the U.S. banking system or government erode.  We have multi-decade relationships with institutions in Switzerland and Lichtenstein that we uniquely bring to the table when partnering with third-party investors and their advisors.  Both countries have a long history in private wealth management and are therefore excellent choices to work with. Both share the Swiss Franc as their national currency, providing them with additional stability. Both countries have the highest ratings from the big three rating companies. Liechtenstein, in fact, is one of the few countries worldwide with no debt at all.