Dodge Recessions, Avoid Inflation, And
Thrive Through Global Crises
Discover your best options and strategies for creating, managing, and protecting wealth through international diversification.
The Offshore Wealth Summit will help you jumpstart and supercharge your own financial safety and prosperity—carefully and 100% legally—with the help of fully vetted and trusted experts…
Offshore Wealth Summit
Panama City, Panama
Insider Event Takes Place
Sept. 20–22, 2023
What: Offshore Wealth Summit
When: Sept. 20–22, 2023
Where: The private rooms of the Hotel Las Americas Golden Tower in Panama City, Panama. The HQ of Live and Invest Overseas, Panama is a tropical wonderland that qualifies as the World’s #1 Offshore Haven.
This little country with long Pacific and Caribbean coasts also grades as our #1 Retirement Haven and our #1 Property Market in Latin America.
Why: To achieve control, privacy, prosperity, and independence. And not only will you learn the methods and strategies to achieve them all…
We’ll also help you build your own wealth blueprint, tailored to your specific needs, lifestyle, and goals—all while building a powerful personal network of shakers and movers…
Save Your Spot Now—
At The Lowest Rate Available:
Freedom. Confidence. Control. Independence. Protection. Prosperity.
These are the goals for every single attendee who joins us at the Offshore Wealth Summit…
Profit With The
Of The Elite
Now you can use the same
legal loopholes the privileged use…
Dear Live and Invest Overseas Reader,
Back slappers. Glad handers. Slimeballs.
You don’t have to like them…
But politicians and other elites have been using smart offshore strategies for centuries.
I’ll give you a recent example from a not-so-loved former British Prime Minister…
A few years back, Tony Blair and his wife purchased an office building in London.
Nothing exciting about that…
Except the Blairs saved the equivalent (at the time) of US$424,335.
How’d they do it?
By using a simple offshore structure to buy the real estate.
In other words, they avoided—not evaded—hundreds of thousands of dollars in closing-cost taxes… as the Guardian reported:
Again, the transaction was 100% legal…
And the Blairs saved nearly half a million dollars simply by using one of the simplest tools in the offshore toolbox.
Now here’s what the reporters got wrong: you don’t have to be “wealthy” to take advantage of laws like this.
Indeed, while many folks will waste their time shaking their fists at the “rich and powerful,” you can quietly use the same strategy to even the playing field.
I’ll share some more ideas you can use in a minute, but when you can save so much money legally, the proof doesn’t get any clearer:
Going offshore is the best way to
protect your assets and to build wealth.
Now, your next asset purchase may not tip the scales at US$9 million like our former British Prime Minister above…
But a more modest purchase could still result in thousands of dollars in savings for you.
And make no mistake, you can use the same tactics…
Thanks to 21st century technology, it is now easier and cheaper than ever to use the same wealth strategies as the elite.
Indeed, just about anybody can set up business operations, investments, and even a new life in a number of countries around the world.
In fact, you can invest legally in another country in such a way that the IRS doesn’t even want to know about it.
That’s not evasion, that’s just taking advantage of the same rules the rich have…
Is This Stuff Even Legal?
It really is this simple:
Don’t pay a single penny more in taxes than you are required.
The IRS certainly will not tell you if you’ve overpaid…
In fact, more than a million people overpay every year, to the tune of at least US$1.4 billion in unclaimed cash.
No, this isn’t a moral dilemma… it’s about following the law.
You see, there’s a big difference between tax evasion and tax avoidance.
Tax evasion will land you in jail…
Tax avoidance is just plain old smart.
You may have noticed Trump’s tax changes from a few years back…
While he was required to tout the bill as a nod to the middle class, the truth is that the tax bill was an attempt to get businesses—and their profits—back into the United States where they can be taxed.
You’ll note here that the U.S. government could not force these companies to pay…
Keeping money overseas and out of reach of the taxman is completely legal.
In fact, the government had to come up with an irresistible deal just to lure these profits to where the IRS could get their cut…
Apple managed to avoid paying US$12.5 billion in U.S. taxes in just two years. And, over a four-year period, they managed to shelter US$40.4 billion in earnings. But, again, Apple did absolutely nothing wrong… it was entirely legal.
They owe it to their shareholders not to pay one penny more in taxes beyond what’s legally required. They’d be irresponsible to do otherwise.
And you shouldn’t pay one penny more than necessary either.
As long as you’re acting within the law, taking advantage of a strategy like this is absolutely a good thing.
A retired friend of mine—with an earned income of less than US$50,000—uses the same idea to legally avoid taxes on every cent of his income. In fact, I use the same principles myself.
Unfortunately, most people think these strategies don’t apply to them… and end up paying far more in taxes than they need to.
My goal is to show you exactly how you can maximize your tax savings…
Could the country’s greatest thief
target you next?
Make no mistake:
Buying and holding assets offshore is about much more than just saving on taxes…
In fact, diversifying offshore is the only proven way to keep yourself from being at the mercy of any one market, any one economy, any one currency, or any one government.
“Work hard, save your money, and stay out of trouble.”
Used to be that’s all you had to do to coast into an easy retirement…
But times have changed.
Inflation is still eating into your wealth, the cost of living has skyrocketed, and—even though the Fed has raised its rates— interest rates on savings accounts are near criminal.
It’s absurd… but it still doesn’t tell the whole story…
Our welfare systems and our financial systems are a giant mess…
But at least both are too big to collapse completely, leaving us with nothing… well, that’s the hope.
Unfortunately, that’s not all you may be facing right now…
Did you know that, way back in 2013, the U.S. government officially became the country’s biggest thief?
An impressive feat to be sure, and to the tune of more than US$5 billion dollars.
Take a look…
And if you thought that the police are simply doing a better job, think again…
A few years back, the Department of Justice released an alarming report:
Since 2007, more than US$3.2 billion (yes, with a “b”) of the cash seizures were “forfeited administratively.” In other words, the cash was taken without proof or criminal convictions.
The Inspector General himself concluded that these seizures “present potential risks to civil liberties.”
Well, that’s one way to put it.
Financial manipulation, crooked politicians, sticky-fingered bureaucracy…
Do you want to be at the mercy of
Wall Street honchos and D.C. politicians?
Global diversification—that is, spreading your assets across multiple countries—is the only way to free yourself from becoming just another cog in the machine.
But you’re unlikely to read or hear about that in the media…
And I don’t necessarily blame them—getting upset at the rich and powerful is a fool’s errand.
Why not join them, instead?
And that’s exactly what folks are starting to do…
In fact, my newsletter service focused on these topics, Offshore Living Letter, has more than 40,000 readers…
More and more people are coming to see that keeping all of their money in their home country is just not safe.
A big problem exists in this industry, however…
Most of the people offering advice in this space do not know what they’re talking about…
Heck, I had to spend 20 years becoming my own expert in order to accomplish my goals.
But let’s take a step back…
Lief Simon is my real name.
Even though I talk about things that the uninformed fear are illegal, I’ve never broken the law…
Plus, the folks at the IRS know me—I was once an Enrolled Agent, and I still routinely pester them with corrections.
I’ve spent time in more than 70 countries, lived in 8, and invested in 25 and counting. I’ve started and operated businesses in a half-dozen countries and opened bank accounts in more than a dozen. I’ve acquired multiple permanent residencies, as well as a second passport.
What’s it all gotten me?
Plenty. But a key to making money is not losing it…
And that’s where this “going offshore” thing really shines.
My diversification efforts have saved me a fortune… two fortunes, actually.
You see, I sidestepped two of the biggest wealth destroyers of our modern time…
The 2000 Dotcom Crash and the 2008 Financial Crisis.
You know as well as I do that each of those events devastated millions of retirement plans across the country… it forced a lot folks out of retirement… and many more out of their homes.
But, thanks to my offshore planning, not only did I sleep like a baby through both crises, my wealth actually increased thanks to a few key assets abroad.
I don’t put all this out there to boast.
But you should understand that everything I write about comes from boots-on-the-ground experience.
I’m not making recommendations based on research alone.
I don’t know everything about everywhere.
I know a lot, but, more important, I know a lot of people in the offshore world who I trust…
Together, we can help you enjoy the “loopholes” of the rich and powerful…
An all-in-one event that will help you:
- Build lasting wealth…
- Lower your taxes (legally)…
- Protect your assets from seizures and lawyers…
- Set up your estate and legacy plan…
- And enjoy the most prosperous future possible…
I’ve done it… thousands of my readers before you have done it.
And now you can do it too:
- Not only survive, but thrive and build wealth during the upcoming financial and political crises…
- Set up an iron-clad defense against future litigation, frivolous suits, or divorce actions…
- Drastically reduce your tax obligations or even live near-tax-free…
- Learn how to avoid the biggest and costliest tax mistakes… we’ll also show you the IRS forms you need to know to stay compliant when diversifying offshore…
- Discover the 5 easiest places to obtain offshore residency, often without having to even live there…
- Get to know the world’s best havens for bank privacy and legal offshore structures…
- Discover 3 ways to profit from the best international real estate opportunities…
- Learn the value of holding 3 different types of highly-valuable real assets offshore; these are stores of wealth that you do not need to report to the IRS…
- Learn the many benefits of incorporating and doing business offshore…
- Discover 6 easy ways to diversify safely outside the U.S. dollar and Wall Street to obtain a truly diversified portfolio (and never worry again about the U.S. dollar’s decline)…
- Rediscover true privacy, the kind that existed in the United States 50 years ago…
Over 3 days in a private setting, you’ll connect with the world’s foremost experts on protecting and building wealth…
“It was like the light needed to walk in the dark”
“This seminar was an excellent complement to Live and Invest Overseas’ material (newsletters, documents). It helped to align my strategy in terms of investment.
“It was like the light needed to walk in the dark. Excellent quality of speakers and experts.”
–Sarto Beaumont, Canada
Warning: Limited Attendance
For 100 Forward-Thinking People Only
This Small Investment Of Time And Money
Will Make You Smarter And Wealthier
And that’s a guarantee.
When you join me and my collected experts for my Offshore Wealth Summit, you’ll not only be handed a comprehensive roadmap to the offshore world…
…but we’ll also help you build your own personal plan tailored to your specific needs and lifestyle desires.
Due to this focus on individual agendas, as well as the sensitive information that will be shared, attendance for this event is strictly limited to 100 Live and Invest Overseas readers.
Opportunities for going offshore come in all shapes and sizes.
Generally, going offshore involves moving at least part of your assets, your business, your banking—or even yourself—to a safe haven…
When it comes to retiring overseas, we know that there’s no one-size-fits-all paradise. Everyone’s perfect haven is different. The same goes for investing and structuring your affairs offshore.
The questions and options are many. The good news is that you don’t have to try to wade through them by yourself…
We’re going to sit you down and explain exactly how you can avoid the coming crises in America and the rest of the world.
Even better, if you don’t want to live overseas, you do not need to do so…
These are strategies that every truly wealthy and powerful U.S.-residing citizen is already using.
Join us and I’ll show you how to join them…
You’ll learn how to diversify your assets across type, currency, and market, so that you’ll sleep soundly through the coming disasters on Wall Street, on Main Street, in Europe, and the rest of the world.
You’ll hear the simple ways to make it virtually impossible for anyone to seize your hard-earned money and property…
And you’ll discover your path to true independence, so that you and your family can prosper no matter what happens in the United States and beyond…
When we meet for the Offshore Wealth Summit, you’ll come away with an iron-clad system for keeping your assets safe…
“Lots of good tips…”
“Very impressed with expertise of the presenters, so much breadth and depth. Great information on investment opportunities and asset protection. Lots of good tips…”
–Meribeth Dunsmoor, United States
Here’s How It Works
3 Simple Steps To Going Offshore…
After saving your spot for the Offshore Wealth Summit, you’ll get a welcome email from one of the ladies in our Events Team.
They will be your personal point of contact leading up to and during the event.
They’ll help you book your travel, and they’ll even reserve your hotel room at an exclusive rate for attendees…
The event will start the morning of Sept. 20 in the private meeting rooms of this same hotel.
Every discussion will have time for Q&A, and we’ll have at least two networking breaks per day—complete with free snacks and drinks…
Of course, we’ll also have our famous open-bar cocktail party—no other Live and Invest Overseas event compares when it comes to networking and socializing…
Dozens of attendees have told me over the years that the candid conversations during these get-togethers are worth the price of admission alone.
Everything is also recorded instantly, giving you on-demand capability as soon as a session is over…
We’ve packed a lot of value into these days, and I don’t want you to get bogged down in note taking—with everything recorded in real time, you’ll never miss a thing.
Finally, your attendance gets you free entry into our Networking Salon, which allows you to pick and choose the professionals and companies you need to accomplish your goals…
We’ll have on hand tax specialists, property pros, investment advisors, retirement consultants, legacy planning lawyers, offshore attorneys, and much more…
Over the course of the event, we’ll start with a broader view of your options and whittle that down into the specific and relevant options for you.
I could go into a lot of detail here… but to over-simplify, the event will take you through three simple steps:
1. Review the offshore basics, covering the rules of the game for international diversification—there are right and wrong ways to doing this…
2. Take a tour of the best offshore tactics available today. Everything revolves around protecting and building your wealth… but multiple options exist for each.
From creating a complex set of structures with multiple beneficiaries to opening a simple offshore bank account, your options depend on you and your needs…
3. Pick and choose the best offshore options for YOU.
There’s no one-size-fits-all strategy…
Do you own a business?
Do you plan on living abroad—and part-time or full-time?
Do you have an eye toward your legacy and heirs?
Everyone’s situation is different, and the questions and considerations are many. My goal is to make sure you understand the best options for your goals and your wealth…
And, important, we’ll go over the options you don’t need.
Unlike what you’ll find with help elsewhere, we’re not trying to sell you structures and packages… just what works best for you.
“You provide invaluable info
that is affordable”
“I was thrilled at the extent of the info available at the conference and so enjoyed many of the speakers. You folks are amazing! You provide invaluable info that is affordable and in a concise format, whereas I might normally need to be wealthy to be able to pay, and probably far more dearly, for great info, great investment opportunities, and great people to work with while being able to take care of my interests.”
–Kelly G., United States
Why Are We Meeting
When we sat down to decide where in the world to hold this Offshore Wealth Summit, we didn’t have to deliberate very long.
If you’ve been reading my dispatches for any time, you realize already that Panama is one of the world’s top offshore havens…
The country welcomes both foreign retirees and investors with open arms.
When setting up offshore entities to protect your assets, you’ll find Panama’s financial services sector covers any possible service that you’ll need.
And as a foreign resident, you can pay zero income-tax in Panama.
Panama got a bad rap during the “Panama Papers” scandal, but it didn’t tell the whole story… the majority of the people whose privacy was infringed upon did absolutely nothing wrong.
In fact, Steve Forbes had this to say about Panama:
Panama is one of the easiest places in the world right now to obtain foreign residency, thanks to its dozens of different options.
It’s a top offshore banking haven, and Panama City is the hub of all of Latin America…
And this natural wonderland of a country hides the smartest beach, city, and mountain property buys anywhere on the planet today—in fact, I’ve invested more time and money here than anywhere else in the world.
Of course, it also doesn’t hurt that so many people here speak English.
For all these reasons, the selection of Panama for my Offshore Wealth Summit was an easy choice.
At the event, I’ll have the resources on hand to help you discover Panama and all it has to offer the offshore investor and the potential resident.
“The knowledge gained
“The cost of the conference was more than paid for before the first break on the first day! The knowledge gained was incredible! Wonderful!”
–Ann Marie Lee, United States
Discover The Power Of
A Foreign Residency… Or Two
Obtaining residency in another country provides you with more flexibility and security than any strategy you can employ.
With a residency visa, you have full access to the local banking system, financial services, and equity markets. And often you can easily establish the overseas location as your “tax home”… a legal move that could save you thousands.
In many countries, there is no requirement that you actually live there to obtain residency…
And you only need to put in an appearance now and then to keep it current.
Another advantage is that residency usually leads to citizenship allowing you to obtain an all-important second passport… the ultimate back-up plan if things do get really nasty back home.
And, most importantly, a foreign residency guarantees you another place you can call home… a place you’re always welcome should you want or need to go there.
This is the best in asset and litigation protection… and the more residencies you have the better.
At the Offshore Wealth Summit, my team and I will guide you to the best and easiest places for obtaining foreign residency and cover the pros and cons of each country.
Heck, we can even start the process for you during the event thanks to the professionals we’ll have on hand…
“It helped open doors…”
“I enjoyed all the presentations I was able to attend. It helped open doors to some issues that had never crossed my mind and educated me in areas where I had questions. It was a pleasure meeting people I had been reading and/or watching on websites. Thank you for holding these awesome conferences!”
–Sue R., United States
I’ve Been Honing These Important Skills
For More Than Two Decades…
I’ve bought real estate and made other kinds of investments across the globe. I’ve set up bank accounts, offshore corporations, and other overseas structures in many jurisdictions. Here’s what I’ve learned:
You don’t want to try this alone.
Each time I’ve set out to invest or do business overseas, I’ve called in the pros:
Attorneys… tax consultants… bankers… structures experts… real estate advisors… and so on…
People with many more years of far more focused experience than I in their respective areas of expertise.
And that’s exactly what I’ve done for this year’s Offshore Wealth Summit: I’ve called in the pros.
You No Longer Need To Be An Elite
To Have Access To An Army Of Experts…
When I decided to call this Offshore Wealth Summit, I put out a call to this network.
Over the 3 days of our program, this team will walk you through the best opportunities available to you today…
And they will be on hand to answer questions on the issues that concern you personally.
Here Are Your Mentors On
Your Path To True Independence…
THE OFFSHORE STRATEGY GUY:
Lief Simon has been taking a diversified global approach—to business, to investing, and to life in general—and showing others how to do the same, for more than 30 years.
Lief has taken a hands-on approach for every strategy and tactic he recommends, so what he says comes from experience rather than theory.
At his Offshore Wealth Summit, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.
THE AMERICAN TAX GUY:
Vincenzo Villamena specializes in International Accounting and Tax Services for expats who want straightforward and transparent solutions. At the event, he will help you navigate the confusing world of expat taxes, ensuring you IRS compliance and maximized returns.
Vincenzo started doing expat accounting and tax services in 2005 to help out a few close expat friends. More than 15 years later, he has over 700 satisfied clients around the world and has become the go-to source for international tax support.
THE CANADIAN TAX GUY:
George Gonzalez is a Canadian Chartered Professional Accountant (CPA, CA) and U.S. Certified Public Accountant (CPA) who provides international tax consulting services to individuals and small business clients.
Prior to opening his own tax consulting practice, George worked for a Big Four public accounting firm and later a multi-national financial services firm.
He has worked in the United States, Hong Kong, Japan, the Dominican Republic, and Canada, where he currently resides. George is a professor at the University of Lethbridge in Alberta where he teaches courses in tax and accounting.
THE OVERSEAS AND RETIREMENT GURU:
The world’s foremost authority on international living and retirement, Kathleen Peddicord has been exploring the world for fun and profit for more than 30 years.
Kathleen, her husband (Lief Simon), and their family have been living abroad for more than two decades—in Ireland, France, and Panama.
In total, she has traveled to more than 75 countries, invested in real estate in 24, established businesses in 7, and renovated properties in 6. She is interviewed and quoted regularly by The New York Times, Money magazine, CNN, and beyond.
Kathleen has written several books… including most recently the best-selling guides “How To Buy Real Estate Overseas” and “How To Retire Overseas.”
THE OFFSHORE ASSET MANAGEMENT GURU:
Based out of Switzerland, Jamie Vrijhof-Droese started her banking career over a decade ago at major Swiss bank.
Her experience includes several years of experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions for high-net-worth individuals.
Jaime is the co-author of “Swiss Money Secrets.”
Her company is associated with several first-class private banks in Switzerland, Liechtenstein, and Austria. They focus on conservative, long-term oriented capital preservation strategies, and all of her insights will be available to you during the Offshore Wealth Summit.
OUR MAN ON THE GROUND IN PORTUGAL:
Portugal represents one of the world’s top opportunities overseas today. This is Europe’s #1 Place to Live Overseas, and the tax, residency, and investment incentives here rival the best in the entire world. What’s more, Portugal’s property and cost of living are among the world’s best bargains today.
Our personal attorney in this country, João Gil Figueira is an international tax and business lawyer who typically advises multinational firms and high-net-worth individuals regarding taxation, investment structures, security offerings, Initial Coin Offerings, M&A deals, commercial contracts, distribution and agency agreements, corporate governance, company formation and residency/citizenship in Portugal and Portuguese speaking countries.
He has agreed to help all of our attendees, and he is experienced in providing advice to international investors and retirees on living in and investing in and from Portuguese speaking jurisdictions.
COLOMBIA’S TOP EXPAT ATTORNEY:
Juan Dario Gutiérrez
With a bargain cost of living, undervalued real estate, and a weak currency in the face of the U.S. dollar, Colombia has solidified itself as one of the world’s top overseas opportunities.
Our Colombia-based attorney, Juan Darío Gutiérrez, can start you on the path to establishing more flexibility and security via a foreign residency. This country boasts one of the easiest and cheapest residency programs in the world… and you don’t need to submit a background check. Juan Darío can get you set up quickly.
Plus, for Colombia—and every country featured at this event—you’ll have the opportunity to learn how to obtain a second passport… the ultimate back-up plan.
OUR ATTORNEY IN PANAMA:
Blessed with long Pacific and Caribbean coasts, we tab Panama as the World’s #1 Do-Everything Haven as this is a top spot for every offshore agenda imaginable: investment, retirement, entrepreneurship, taxes, and banking.
A native of Panama, Roberto Guardia holds two Master’s degrees, one in Corporate Law, the other in Negotiation, Mediation, and Arbitrage in International Commerce, from the Universidad Latino Americana de Comercio Exterior. Since his law career began in 1987, he has gained a variety of expertise, including real estate and consulting.
Roberto is a member of the National Organization of Lawyers in Panama as well as the Lions Club of Panama, and he speaks English and Spanish fluently.
OUR TOP CONTACT IN BELIZE:
Belize is an under-the-radar country that packs a lot of punch. The British turned this place into a custom-made offshore haven before granting independence. To start, English is the official language.
In addition, Belize offers a user-friendly and incentive-laden foreign residency program, one that requires you to be but 45 years of age and to remain in the country for only 30 days per year. Aside from tax mitigation, Belize is a top Plan B haven… a place where you can easily organize a fully self-sufficient life living off the land.
Our attorney on the ground in Belize, Ryan specializes in real estate, retirement, and offshore services for expats.
A native of Buffalo, New York, Ryan has studied in the U.S., Barbados, England, and Jamaica, and he is licensed to practice law in three countries. As he is known to say, Belize sells itself, but he’s happy to lend a hand.
THE WEALTH PLANNER AND IRA GUY:
Based out of Canada, Eric has been advising non-Canadian investors since the 90s. His banking relationships are focused in Denmark, Austria and Switzerland.
Eric and his team employ a global asset allocation approach to investing, offering traditional and non-traditional investment programs. Notable clients include one of Switzerland’s largest insurance intermediaries, several European private banks, multinational corporations, and high net-worth U.S. investors.
Of course, they also work with North Americans and expats, and they’ll be on hand to show you how to move your IRA offshore, as well as preparing your money for difficult times.
THE ASSET PROTECTION AND TAX GUY:
Carl Linder is one of the world’s leading authorities on asset protection. At the Offshore Wealth Summit, Carl will introduce you to the most effective asset protection tools and strategies in the current global climate. Then he’ll walk you through how you use them to achieve an iron-clad and legal asset protection plan of your own.
At this special event, you will have the opportunity to work directly with Carl to select the right structures, strategies, and jurisdictions for you so that you can manage and reduce your tax burden, protect your assets, and leave a legacy for your heirs.
Note: Speakers and schedules are subject to change.
In addition, we’ll introduce you to…
- Other key experts presenting the current best options for protecting and preserving your wealth and diversifying your assets and your life in the world’s top offshore jurisdictions (including Panama, Belize, Uruguay, Andorra, St. Kitts and Nevis, the Dominican Republic, and Hong Kong)…
- Our preferred bankers from key jurisdictions…
- Experts to present some of the best current real estate opportunities…
- The world’s leading advisors on issues related to residency, citizenship, second passports, and expatriation…
“Loads of valuable information”
“As with the previous [Live and Invest Overseas] conferences I have attended, it was well organized and provided participants with loads of valuable information as well as the opportunity to interact with both the presenters and the other attendees.”
“The three days were fast-paced, information-packed, and thoroughly exhausting for the attendees as well as, I’m sure, for the organizers. So, thanks for all you do so well, it’s much appreciated.”
–Mike G., United States
Be A King… But Don’t Be An Elvis…
When the King of Rock and Roll died in August 1977, his estate was valued at more than US$10 million.
Unfortunately, Elvis Presley’s will wound up going through probate, and it took three years for the lawyers to work things out in court. Finally, the court ruled that the estate should pass to his only child, Lisa Marie.
But Lisa Marie Presley didn’t get the $10 million. Between taxes and legal fees, Elvis’s estate was reduced to just US$3 million.
Yes: 70% went straight to the taxman and the lawyers, while his daughter was left with just 30 cents on the dollar.
Another king, however, was the Oil King, H.L. Hunt.
His story has a far-different ending…
Just prior to his death in 1974, Hunt’s net worth was an estimated at US$2 billion… that’s about US$12.2 billion in 2023 dollars.
This king was better prepared. He had carefully distributed his assets into all sorts of legal structures—funds, trusts, life insurance… you name it.
After his death, the only asset that could be linked to H.L. Hunt was a pick-up truck worth US$2,000—hardly worthy of a courtroom battle.
His fortune remained intact, and his heirs received everything he wanted them to…
Frankly, this tale of two kings reflects your two estate-planning options:
Protect it or give much of it away.
The moral of the story? Only you have control over your wealth.
You—not the government, creditors, litigants, or the banks—get to decide what happens to your assets, now and in the future.
“Some really interesting opportunities”
“Good exposure to some really interesting opportunities for investment and income outside of the United States.”
—Joe S., United States
Experience It Live…
Then Get Lifetime Access
To ALL Of The Information
Your registration today gets you more than just interactive access to the event, our experts, and all of their insights…
We’ll be video recording everything…
Every data sheet, every checklist, every discussion, every panel debate, and every bit of information.
Once the event ends, we’ll edit, organize, and package it all into a high-definition video program that you can download or access whenever and from wherever you want.
“It exceeded all my expectations”
“I enjoyed this seminar very much. I don’t know how you got so many knowledgeable people in one place. It exceeded all my expectations.”
–V.R.., United States
An Investment With A Life-Long ROI…
How Much Does Admission Cost?
My Offshore Wealth Summit has been designed to give you the expert information and insider access that you need for ultimate protection and profit.
Whatever your situation and goals, you’ll come away with a blueprint for diversifying your assets and maybe even your life.
The cost of this year’s Offshore Wealth Summit will be
US$1,095 US$895 for access to all three days of the event.
This cost includes full access to the all of the presentations and personal consultations…
Plus, all supplemental reports, guides, and seminar materials…
As well as access to all of the coffee breaks, the Networking Salon, and the open-bar cocktail party—all of which will allow you to mingle with the experts as well as like-minded investors looking to diversify overseas.
Even better, you can bring a second person for only US$300. That means you can bring your cost down to only US$597.50 a person.
“The quality of the event was excellent. I am glad I did not delay.”
–Carlos R., United States
Step #1: Check What’s Included In Your Registration:
- Complete access to all 3 full days of education, networking, and attendee-only offers…
- Admission to 30+ expert presentations and panel discussions…
- Formal and informal Q&A sessions, breakouts, and workshops…
- Expert personal consultations and access to the Networking Salon…
- Introductions to trusted and reliable professionals: tax specialists, property pros, investment advisors, retirement consultants, legacy planning lawyers, and offshore attorneys…
- Data sheets, brochures, and checklists covering specific strategies, deals, and methods will be provided to you…
- Access to attendee-only real estate tours… available before and after the conference…
- Access to optional cultural, craft, and sightseeing tours…
- Eligibility for all raffle prizes… including local gifts, spirits, free services, and free stays at resort properties…
- Coffee breaks and snacks—provided free of charge—at least 2 a day…
- An open-bar Welcome Social Reception…
- Once the event is over, you will receive a complete set of professionally-edited video recordings—you’ll have lifetime, on-demand access with the option to download everything…
- Your satisfaction is guaranteed—if, after joining us in Panama and attending the event, you’re unsatisfied in any way, simply let us know…
This 13th-annual Offshore Wealth Summit has been shaped and influenced over the past several years with the help of feedback from your fellow readers…
Join me and you’ll leave much smarter and primed to be far wealthier than you are right now. 100% guaranteed.
Step #2: Choose Your Registration Discount:
Bring a second person for only US$300!
That’s only US$597.50 a person for General Admission…
To bring a friend, first click on your registration choice below.
Then, during the online registration process,
click the “Add a second person for only US$300!” option.
As always, All Access Pass members attend free.
“The key is to take that first step and take action!”
“I started following you 7 years ago, read your newsletter, bought your books, then attended my first conference over 5 years ago.”
“And now, thanks to the seeds you planted in my head back then, I have residencies and investments all around the world.”
“I am not a wealthy guy and it does not take a lot of money to get started. The key is to take that first step and take action!”
–Andre S., United States