Question | Yes | No |
---|---|---|
Have you diversified across multiple jurisdictions to reduce risk? | ||
Are you leveraging offshore trusts to protect generational wealth? | ||
Do you have a second residency or citizenship strategy to complement your offshore investments? | ||
Are you taking advantage of international tax treaties? | ||
Have you structured your offshore holdings to avoid unnecessary estate taxes? | ||
Is your wealth protected against currency depreciation and political instability? | ||
Are you using offshore banking for asset protection and financial privacy? | ||
Have you stress-tested your offshore investment plan against economic downturns? | ||
Have you optimized your charitable giving for maximum tax benefits? | ||
Are you diversifying beyond traditional investments? |