THE TEN CORNERSTONES OF OFFSHORE WEALTH PLANNING

 

What are your most important considerations when formulating and implementing an offshore wealth plan? Frank Suess sums it up here in this video clip on the 10 Cornerstones of Offshore Planning, a valuable and concise overview based on 20+ years of experience in the business.
 

It is important to note that PPLI and PPVA-based planning, when properly employed, can achieve all of the Cornerstones in a relatively simple, straight-forward and cost effective manner.
 

  1. Safety

  2. Asset protection

  3. Global diversification of assets

  4. Capital preservation and growth

  5. Convenience

  6. Tax efficiency

  7. Privacy

  8. Efficient and secure inheritance

  9. Longevity

  10. Compliance

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