family office Archives - Dan Lounsbury

The Italian Secret: A Flat Tax for new UHNW residents

by Florida DanBusiness, Financial Health, Global March 13, 2025March 13, 2025Comments are Disabled

Italy’s flat tax regime for new residents has emerged as a pivotal tool for attracting ultra high-net-worth individuals (UHNWIs) seeking tax efficiency without sacrificing the Mediterranean lifestyle. Introduced in 2017 and significantly updated in 2024, this policy offers a streamlined fiscal framework for foreign-sourced income, positioning Italy as a competitive destination for global elites. Below, …

Crypto Boom 2.0: Crypto in a Trump/DOGE Economy

by Florida DanBusiness, Crypto, Financial Health, Global February 8, 2025February 16, 2025Comments are Disabled

Proposed Changes Under Review The Trump administration is considering several significant changes to cryptocurrency regulations and policies, which could dramatically reshape the crypto landscape in the United States. Zero Capital Gains Tax on U.S.-Based Cryptocurrencies One of the most impactful proposals under consideration is the elimination of capital gains tax on U.S.-based cryptocurrencies. This would apply …

Understanding Game Theory and Its Real-Life Applications in Life and Business

by Florida DanBusiness, Health & Wellness, Strategic October 26, 2024March 1, 2025Comments are Disabled

Game theory might sound like it’s all about video games, but it’s actually a fascinating field of study that applies to decision-making in real life. Developed in the 1940s by mathematicians John von Neumann and Oskar Morgenstern, game theory explores how people make choices when the outcome depends not only on their actions but also …

In our invasive world of “Privacy” is there really Secure Email?

by Florida DanBusiness, Privacy, Security, Strategic September 30, 2024October 26, 2024Comments are Disabled

This is a conversation I hear more and more frequently and almost on a daily basis. I had a conversation this week with my friend Stefan regarding the latest data breach’s with Telegram which was previously thought by many to be a very secure chat application. In mid-2024, a massive data breach was revealed, involving …

Which Countries Enjoy the Best Quality of Life?

by Florida DanBusiness, Financial Health, Global, Health & Wellness August 29, 2024August 29, 2024Comments are Disabled

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 …

The Safest Low Tax Countries in the World

by Florida DanBusiness, Financial Health, Global August 10, 2024August 21, 2024Comments are Disabled

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 …

The Benefits of Banking in the Cayman Islands and Becoming a Resident

by Florida DanBusiness, Financial Health, Global, Strategic July 23, 2024August 12, 2024Comments are Disabled

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 …

Is Offshore Banking Right for Me? (and Legal?)

by Florida DanBusiness, Crypto, Financial Health, Global, Strategic July 2, 2024August 6, 2024Comments are Disabled

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 …

What is a Family Office?

by Florida DanBusiness, Financial Health, Global June 4, 2024July 23, 2024Comments are Disabled

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 …

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How do you protect my Privacy?

by Florida DanBusiness, Financial Health, Global, Strategic May 4, 2024July 9, 2024Comments are Disabled

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 …

Establishing a Crypto Fund in the Cayman Islands

by Florida DanCrypto, Financial Health, Global February 15, 2024October 24, 2024Comments are Disabled

As the global cryptocurrency market continues to expand, investors are increasingly seeking favorable jurisdictions to establish crypto funds. The Cayman Islands, known for its business-friendly environment, has positioned itself as a leading jurisdiction for the formation and management of crypto funds. With its innovative virtual assets laws and recognition of various classes of digital assets, …

Closing out the Year and looking forward to 2024!

by Florida DanFinancial Health, Strategic December 23, 2023January 2, 2024Comments are Disabled

As the year comes to a close, many people are considering career changes as they watch the post COVID economy change the way we work and commute. As such, I took a look at the current trends in employment, and here is what Chat GPT had to say! Here are some areas that were promising: …