Balancing Privacy and Compliance with Offshore Trusts and Foundations

Key Takeaways Offshore trusts and foundations are key elements of asset protection, providing a secret sauce of privacy and compliance. These financial structures serve as a legal and efficient means of protecting and distributing great wealth, allowing clients to maintain privacy while remaining compliant. Through the use of offshore entities, an individual can greatly protect […]

Direct Lending: Unlocking Higher Returns in a Financing Gap

Key Takeaways Direct lending as an asset class offers an interesting opportunity for investors, filling the financing void with high-quality alternatives. Direct lending is the backbone of the capital markets. It offers companies critical access to capital that’s often difficult to obtain. This method allows investors to interact further with borrowers. As a result, they […]

Understanding Life Settlements: A Unique Investment Strategy

Key Takeaways Diving deeper into life settlements reveals an astute investment approach for anyone looking to diversify their portfolio with uncorrelated returns. This strategy broadens the scope to include selling life insurance policies to third parties, giving policyholders the opportunity to receive immediate cash. Tapping into insurance policies for uncorrelated returns, life settlements provide an […]

Opportunity Zones and QSBS: Unlocking Tax Benefits for Long-Term Investors

Key Takeaways Opportunity zones and QSBS (Qualified Small Business Stock) really are two of the most powerful tax shelters for long-term gains. These tools provide powerful, complementary benefits to investors looking for tax-efficient strategies. Opportunity zones offer tax breaks on investments made in specific low-income areas to encourage development. QSBS provides investors an incredible opportunity. […]

Navigating the Risks and Rewards of Emerging Market Debt

Key Takeaways For investors in search of high-yield, emerging market debt is a major opportunity. This relatively new asset class has provided high-yield, high-return opportunities, attracting investors willing to look past established markets. Making sense of its complexities is essential. We know high yields are attractive. They come with critical caveats such as economic volatility […]

Navigating the Risks and Rewards of Peer-to-Peer Lending for Accredited Investors

Key Takeaways Peer-to-peer lending for accredited investors is a niche yield strategy. Tailored exclusively for holders of the accredited status, this niche yield strategy capitalizes on direct lending prospects that cut out the middlemen we call banks. By connecting accredited investors directly with borrowers, the platform cuts out the middleman and offers a more efficient, […]

Understanding Private REITs: A Comprehensive Guide to Tax Efficiency and Institutional Exposure

Key Takeaways Private REITs provide a tax-efficient way to access institutional-quality real estate investments. They provide investors with an opportunity to invest in institutional-level real estate exposure, with added tax efficiency. This combined approach creates an opportunity for both asset appreciation and high-level income. Private REITs are not listed on stock exchanges, distinguishing them from […]