Survey Table
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?