My wife Sarah and I were enjoying our evening walk last night and we were discussing the world of banking, and more. As some of you may know she works in the finance world. As we walked and talked, I shared the details of this report which I am about to cut and paste below. …
I had a great discussion with a buddy during our lunch meeting yesterday and it raised this topic; Can I be judgement-proof? Let’s dive in! *Disclaimer- I am not a lawyer and this is not legal advice. ALWAYS seek counsel when exploring topics like this. If you think asset protection is just a thing for …
I decided it was time to update and edit this post for a lot of reasons. In reviewing my original post, I think the concept of wealth was used interchangeably with the lifestyle, or the quality of living. I have been having a lot of these discussions lately with friends like my buddy James down …
I read an article today from a blog and website I follow called Nomad Capitalist. If you don’t know them but like this content, please check them out. Please Note I have no affiliation or relationship with this group, and I do not provide legal or financial advice. It’s my blog, so I write about …
After my most recent visit to Grand Cayman, several of my friends and clients have been asking me questions about the benefits of banking and becoming a Cayman Resident. I actually began this journey on behalf of several clients whom tasked me with learning more for them. Over the past decade, the amount of scrutiny …
Read more “The Benefits of Banking in the Cayman Islands and Becoming a Resident”
Offshore banking and company formation are powerful tools for individuals and businesses seeking to optimize their financial strategies, protect assets, and take advantage of favorable regulatory environments. Here, we explore the key aspects of these practices and identify the best jurisdictions for both offshore banking and company formation. Offshore Banking Definition and Purpose: Offshore banking …
There has been an uptick in questions lately and many people are reaching out asking us this one question; What is a Family Office, and is it the right way for me to go? As such, we put together some notes which can already be found here on the site, A family office is a …
One of the questions we always hear from prospective clients is how can you ensure my privacy? In a world where technology is evolving so rapidly, it’s a great question that deserves a complete answer. Every client’s needs are different and therefore we approach each situation with a clean slate. Public figures such as celebrities …
Welcome to Florida! The home of sun-filled beaches, palm trees, and life like a permanent vacation! If you are like me (I decided to move here full time over 20 years ago!) you are probably wondering Is Now the time to finally buy in Florida? Before you do, here are some tips from a veteran …
Sustainability refers to the ability to meet the needs of the present without compromising the ability of future generations to meet their own needs. It encompasses the responsible use of resources, protection of the environment, and consideration of social and economic factors to ensure long-term well-being for current and future generations. There are three main …
Venture capital (VC) and private equity (PE) are both forms of investment, but they differ in several key aspects: Overall, while both venture capital and private equity involve investing in companies, they differ in terms of the stage of investment, risk tolerance, investment size, level of ownership and control, and exit strategies. The landscape of …
Read more “How does Venture Capital differ from Private Equity?”
My wife Sarah and I chose to spend our short holiday break exploring popular Colorado destinations. This included Breckenridge, Vail, Aspen and Red Rocks! We felt blessed and grateful to have such a scenic and awe inspiring break from reality. This gave us the change to simply enjoy our time together, and focus on our …
Read more “How to Finally Achieve Every New Year’s Resolution!”