2017 Wealth Summit

2017 Offshore Wealth Summit: Planning For The Life You Want

Today we kick off our 2017 Offshore Wealth Summit live from Panama City. If you’re in town, I look forward to meeting you later. If you’re at home watching our live stream from your favorite chair, I promise you’re in for a great show.

As I walked the room this morning, checking through the final preparations, I remembered the words that Kathleen shared in one of our opening sessions last year…

“We have all these dark suits up here,” she said‒indicating the panel of attorneys and offshore specialists sitting in their finery. “But I’m here to counteract that and remind you that this is your life.”

No question, our Offshore Wealth Summit covers serious matters‒from estate planning to residency to strategies that can help minimize your taxes. (Hence all the suits on stage.) But, as Kathleen reminded us all, you have to think about the big picture, too. So that, once you have all your flags planted, you get to enjoy the life you’ve worked so hard to build for yourself and your loved ones.

If you’re investing in an overseas property, for example, you’re going to have to check in on your place from time to time. This shouldn’t be a chore that you dread. It should feel like Continue reading