Master the ABCs of the
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After checking into your Caribbean oasis, you'll have the early afternoon to relax and register for the event before the inaugural session kicks off at 3:30 p.m. And the moment the first session starts, you'll begin to see exactly "where" offshore is located – geographically, financially and politically.
By the end of the seminar, you’ll understand:
- four key reasons an estimated $50 trillion is sheltered in havens around the world.
- why an estimated 12 million successful men and women use offshore vehicles for asset protection and wealth creation.
- the difference between a "tax haven" and an "asset haven," and you'll learn which jurisdictions offer both benefits.
- the four key types of tax havens: "no-tax," "foreign-source income," "tax-treaty" and "special-use" and which might make most sense for you.
- why offshore bank accounts, investments and other financial activity offshore are completely legal under American law.
- how to easily file all reports and make sure a substantial portion of your assets and investments are where the best profits and asset protection opportunities are – offshore!
In short, you'll get a realistic, experience-based assessment of what you can expect in profits, privacy and protection from your offshore investments and structures.
Welcome Reception and Cocktail Hour Ripples Pool Deck
Get to know your instructors and fellow attendees while enjoying cocktails, calypso music and the traditional Caribbean delicacies like “conch” during our welcome reception. This is the perfect setting to make new friends, have fun and pick up new ideas – all while watching the evening sun sink into the Caribbean blue waters that surround Nassau and Paradise Island. But try not to stay up too late, because on Day 2 a full day of step-by-step lessons on offshore core asset protection techniques and strategies await you.
Your 1st Step for Greater Financial Privacy and Profit Opportunities Opening Your Own Offshore Bank Account |
Remember opening your first savings account as a kid and feeling all grown up? Well, the offshore bank account is another place you rise to a whole new level financially. This is where it all begins, where you transition from average investor to sophisticated, protected, more profitable and more private global investor.
You'll learn...
- The very definition of a truly private bank and how it differs from commercial banks.
- The difference between the eight key types of offshore accounts...from convenient to safekeeping, precious metals, managed and more...and how to combine the best features of each into an account that is tailored to your specific needs.
- How to quickly check the financial stability of any bank.
- 10 key questions to ask when searching for an offshore bank right for you, as well as a checklist to put your money to work once you've selected your bank.
- Why – contrary to popular belief – you don't need anywhere near millions of dollars to open up your first offshore account... and the four essential things you do need.
In short, the morning session of Day 2 is dedicated to making all the benefits of offshore banking understandable and easily accessible.
You'll see the simple forms required for an offshore account and how straightforward the process truly is.
You'll understand how to get an account open and operating within a week and, most importantly, what you can do once it's opened...
- How to receive offshore payments directly into your offshore account
- How to use offshore credit cards to conduct transactions with greater privacy
- How to acquire a virtual "passport" for your money so it can move easily from one jurisdiction to another
- How to invest in global stocks offering the best value, invest directly in offshore businesses, hold precious metals and other valuables with greater privacy and security...
- How to gain an added layer of protection by having your offshore asset protection trust in one jurisdiction with your offshore bank account in another!
- And much more.
In this single session, so much of the "mystery" of the offshore world will disappear for you ... and dozens of its most lucrative secrets will become immediately and easily accessible. And, yet, we'll have barely reached the lunch break at that point...
To Sign Up, click here: Non Members | Members | Lifetime Members | Trader's Ring
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Enjoy a leisurely lunch at one of the resort’s 42 restaurants, bars and lounges. Then get ready for an afternoon session that will forever change the way you think about growing and protecting your wealth.
To outsiders, offshore terminology can be a confusing alphabet soup of APTs, IBCs, LLCs and more. But you'll understand the differences and comparative advantages of these asset-protection structures in crystal-clear fashion by the time the session is over.
That's why The Offshore Advantage book is your written guide. And your instructors are the authors of and consultants for the book with step-by-step explanations from leading experts in their respective fields.
- How Aristotle Onassis used an offshore asset protection trust (APT) to leave billions for his heirs
- Why the Vanderbilts did the same in a trust that still benefits their heirs to this day
- How an international business corporation (IBC) can help you slash offshore corporate income taxes
- Why a family foundation can be used to shield you from personal liability while giving you the ability to buy real property, manage investment accounts, distribute funds to individuals and more
- How an offshore limited liability company (LLC) can help you avoid double taxation common with corporations, while, at the same time, help you reduce the taxes you do pay
Some of these structures have been around for millennia (the trust dates back to the 19th century BC in Egypt!); others have been around for nearly a century (the family foundation was first created in Lichtenstein in 1926, yet has since been adopted by other elite havens as well). You'll learn the unique advantages of each and how to quickly and cost-effectively set up the structure that best meets your needs and goals.
Day 2 lectures will wrap up by 3:30 pm so you have plenty of time to explore Atlantis. A world teeming with water and life. A world immersed in the beauty and mystery of a mythical lost civilization. It’s a place that surrounds you with the tropical splendor to the Caribbean. Awes you with the wonder of the world’s largest open-air marine habitat. Captivates you with the mystery of an underwater archeological dig. A place to come face to face with sharks. Or soak up miles of white sand beaches. A world where an exotic marine landscape comes together with the majesty of the finest accommodations to form the ultimate escape.
To Sign Up, click here: Non Members | Members | Lifetime Members | Trader's Ring
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Pop Quiz: How many times has the US had the best performing stock market in the world over the last 15 years? Answer: None. In fact, according to Morgan Stanley, the US ranked in the top 10 only once in that entire period. And that was in 1997 when it came in at #4!
Pop Quiz # 2: How many of the world's top-five performing mutual funds over the last five years were available in the US?
Answer: None. In fact, only two out of the top 10 funds over the last five years were available in the US. The rest were strictly offshore.
The lesson is clear: It’s a big world out there and many of the best opportunities in stocks, funds and other investments are only available offshore. That's why the morning session of Day 3 will be dedicated exclusively to the wealth-creation side of the offshore world.
- Discover how to buy offshore funds that have outdone the US market by ten-to-one and more, yet aren't allowed to advertise in the US (though it's completely legal to own them...if you’re lucky enough to find out about them!).
- Find out how to identify global stock markets that are loaded with value and set to begin a new bull run...even while US markets are overvalued and set for a fall.
- Learn how to safely and inexpensively trade and invest in global currencies...to protect your purchasing power against a falling dollar, and to gain higher yields and appreciation.
- Discover the most cost-effective way to invest in the commodities boom – from energy to precious metals to the most undervalued sector of all, "the softs," which could explode upwards because of booming demand for alternative fuels and growing dietary demands from the fast growing economies of China and India.
- Learn about special "structured investments" that most investors have no clue about but can provide the best alternatives to safely grow your net worth. These investments guarantee your principal while delivering 100% to 120% or more of the upside of various asset classes.
The information revealed is all geared to make you a far more confident, versatile and successful investor. But it won't just be the "how to..."
In this session, you'll also get our investment experts' best specific recommendations for making money in today's market. This includes...
- The one investment that can help you make a fortune off the booming demand for futures contracts...without ever trading a single futures contract!
- The best way to play the surging demand for biofuels with an upside of 887%
- How one of the fastest-growing economies in the world can provide you with perhaps the fastest appreciation of any stock you've ever owned
- The single best currency play for profits and safety in today's volatile markets
- The #1 junior resource stock for value-minded investors seeking triple-digit returns
- Why the recent commodities correction presents a golden opportunity for you to invest in precious metals and get set for the next strong bull move in gold and silver and the two best ways to play them...plus much more.
- How to access alternative investments from your standard brokerage account without any high-risk options or futures…plus much more.
The old saying goes, "Give a man a fish and he eats for a day; teach him to fish and he'll eat for a lifetime." In Day 3, you'll get both.
You'll get our investment experts' "Fresh Catches of the Day" in the form of current, specific recommendations for profiting in the global stock, bond, currency and commodity markets today.
And you'll also get timeless principles, practices, and strategies and little-known facts and opportunities to help you succeed in the global markets for as long as you invest.
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On Day 3, the afternoon session begins with an A-to-Z lesson on annuities, one of the most versatile financial tools available. You'll learn how a properly structured annuity can help you accomplish many of your most important objectives at once: asset protection, privacy, tax-deferral, estate planning and greater investment returns.
- You'll find how Section 72 of the IRS Code treats domestic and US annuities the same. That's the good news. The even better news means you can enjoy greater asset protection, privacy and investment returns by going overseas.
- You'll learn why you don't need to undergo a medical examination to determine "insurability" for insurance annuities.
- You'll discover the three best jurisdictions for annuities.
- You'll find out how you can avoid the 1% US excise tax on annuities.
- How to borrow tax-free from your annuity (and when you can't).
- How annuities avoid the reporting requirements of most other overseas investments
- Even how you can own US investments through your foreign annuity without the investment ever showing up – in the US or abroad – in your name!
You'll also learn the key advantage of offshore life insurance, on its own and combined with an annuity program. You'll how to get the biggest benefits of properly structured offshore life insurance policies, including...
- Greater financial privacy
- More investment choices and higher prospective returns
- Tax-free build-up of cash value and dividends
- Tax-free borrowing against cash value
- Tax-free disbursement of death benefit
- Freedom from estate taxes
- Plus much more...
If you're interested in creating and maintaining wealth for more than a single generation, this session can change your life and that of your family forever and very much for the better. It all happens during the afternoon session of Day 3.
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Far too many exaggerated claims have been made by shady organizations about tax savings available offshore. In this tutorial, we'll expose that hype for what it is and give you nothing but the truth about legitimate tax saving strategies - individual and through legal entities - that are available offshore.
You'll see how many of the tax-saving strategies available onshore are also available offshore (such as IRAs and annuities), but with additional benefits of enhanced privacy, asset protection and greater returns. And you'll learn offshore-only tax-saving strategies.
- You'll learn exactly what a "tax home" is and how important that concept is to your tax planning.
- You'll see how your corporation may be able to use the same "stepping stone" offshore strategy used by Microsoft to save an estimated $500 million in taxes.
- You'll learn the four types of offshore holdings you must report to the IRS if they exceed $10,000 in value... and the three types assets you DO NOT have to report – regardless of value!
- You'll discover the two things you must do to qualify for the "foreign earned income exclusion" and earn up to $164,000 a year tax-free, plus gain the possibility of tax-free housing allowances to boot.
- You'll find out perhaps the most "extreme" (yet often extremely effective) offshore strategy that Sir John Templeton used to save more than $100 million in taxes
- And you'll discover how to use tax treaties to lower or even eliminate taxes on your international businesses.
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In the final session of The Offshore Advantage Seminar, you'll learn about how-to's of second passports and dual citizenship programs and you'll be taken on a virtual guided tour of some of the very Best Asset Havens in the World.
In the final session of The Offshore Advantage Seminar, you'll learn about how-to's of second passports and dual citizenship programs and you'll be taken on a virtual guided tour of some of the very Best Asset Havens in the World.
- The five routes to a second citizenship that can give you greater personal security, enhanced work and investment opportunities and increased tax savings.
- Which havens score highest for political stability, bank secrecy, a wide array of investment choices, and tax advantages.
- Why some of the most famous havens – from old B movies – are actually today some of the worst places to put your money offshore.
- "Hidden Havens" average investors haven't a clue about, including a "mini Switzerland," with a long history of financial privacy laws, strong private banks, a wide choice of legal entities and other benefits...but at a fraction of the price.
- Where you can find that dream second home, ideal retirement nest or "emergency getaway" all in one, from oceanfront to mountainside...whether in an elite European principality or tropical paradise where your dollar stretches a lot farther.
- Real-life (anonymous) case studies of individuals successfully using these havens for investment, asset protection, tax savings and lifestyle benefits
- How to mix and match among havens to create "strongholds" for your wealth
- Which nations not only preserve financial privacy, but do so as a matter of law, punishing those who violate financial privacy with fines and jail terms.
- Which jurisdictions will not recognize a US civil judgment
- A 20-question financial "self-test" to help you determine how "visible and vulnerable" you are to potentially hostile parties and how to beef up your privacy where it counts most.
- The five most important rules for financial secrecy
- The limits and advantages of attorney-client privilege for offshore financial affairs
- The one type of security you should NOT hold in your offshore account to best protect your privacy
- How to correspond with your offshore professionals without fear of government or private snooping
It's all designed to help you identify the havens that will best suit your needs and preferences. By the conclusion of this, the final Offshore Advantage session, you'll be fully prepared to put your newly gained offshore knowledge to work.
You'll understand exactly the simple steps to take to begin enjoying the best in asset protection, financial privacy, tax-savings, estate planning and global investment benefits that the offshore world has to offer.
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We've scheduled 30 lively minutes for you to ask any questions you like in a public forum about global asset protection and investment. We want you to be able to put to work your recently learned knowledge about the diverse financial benefits and opportunities that await you offshore.
What's more, you'll find the "faculty" at The Offshore Advantage Seminar eager to help you with whatever questions you may have about achieving true "Total Wealth" – rock-solid asset protection and outperforming global investments.
Please understand, though, that we cannot address your personal investment situation. Such questions should be directed to your broker.
The entire event is meant to make your offshore educational experience a pleasant and satisfying one – and help you create the kind of secure financial future you've always wanted.
And to make sure you relax while you learn, Saturday's session and Q&A will wrap up by lunchtime. That's because we want you to have plenty of time to once again experience the sights, sounds and adventures of the Bahamas...
Go Beyond Wonder…
Beyond Amazement…
Beyond Your Imagination
From relaxed and tropical to contemporary and elegant, every guest room or suite is designed to indulge you with unique surroundings, stunning views and complete comfort. No matter what accommodation you choose, there is one benefit beyond all others-full access to all the wonders of Atlantis.
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Update - October 10th: Our Atlantis room block has SOLD OUT!
To arrange for alternate accomodations at the nearby Comfort Suites, click here.
You'll find plenty to do at the Atlantis –
- Explore the new Dolphin Cay and encounter dolphins in a way that leaves a lifelong impression. Swim and interact with dolphins in a pristine 11-acre lagoon.
- Discover the ruin of ancient Atlantis in The Dig. Wander through a maze of underground passageways, discovering archeological artifacts, hieroglyphs and Atlantean inventions while surrounded by a stunning civilization of sea animals.
- Experience up-close views of more than 50,000 marine animals from over 200 species. Walk through underwater tunnels surrounded by sharks. Meander through passageways and observe stingrays, moon jellies and piranhas. Soak in beautiful open-air lagoons filled with tropical sea life. Observe daily feedings of some of the world’s most incredible aquatic life.
- Bask in 13 swimming areas that cater to every desire, featuring everything from zero-entry and children’s pools to free-form and formal pools.
- Or take in the 7-acre protected Paradise Lagoon, where snorkelers explore the wonders of tropical marine life.
- Stroll along some of the most beautiful beaches in The Bahamas and let miles of white sand and crystal-blue water beckon you to relax in the sun’s rays.
Dining – Beyond Sumptuous
Only one mythical resort can bring you dining beyond sumptuous. Atlantis features 22 restaurants and 20 bars and lounges offering everything from gourmet to casual to quick-and-easy favorites. Savor a mixture of Southwestern cuisine with a Bahamian twist at renowned Chef Bobby Flay’s award-winning Mesa Grill. Explore the truly exotic with Chef Nobu Matsuhisa’s world-famous Japanese restaurant Nobu. Taste the elegance of Café Martinique with the exquisite gourmet creations of Chef Jean-Georges Vongerichten.
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When the waters of Atlantis grow dark, the fun is just beginning. The nightlife is beyond entertaining. Beyond energetic. Beyond exhilaration. The thrill of gaming abounds in the Caribbean’s largest casino. Indulge in hours of play with 1,000 slot machines. Get in on all the action with 90 gaming tables featuring baccarat, Caribbean stud poker, Let It Ride, craps, roulette and blackjack. Explore new thrills with a virtual dealer area and an all-new Salon Prive. All in an upscale atmosphere highlighted by tropical water views and stunning installations by artist Dale Chihuly.
A Working "Vacation" to Dispel Stress Now...
and Make Financial Stress Disappear for the
Rest of Your Life
The driving idea behind The Offshore Advantage Seminar is to bring the offshore world to you... make it easily understandable and accessible and give you the simple tools you need to start building your offshore structures and portfolios immediately.
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It's what we call the KISSS Principle...
Keep It Simple, Sovereign Society!
That's just what we do throughout the four days – we work on keeping it simple and straightforward. It's all about the ease of learning.
We take the hugely beneficial money "secrets" of the offshore world and reveal them...in plain language. We demystify the most effective techniques and strategies, and connect you with instructors who will show you how you can begin to put your offshore plans in place.
We've even chosen the locale to help you learn with greater ease because when you're relaxed everything comes just a bit easier. And the Atlantis at Paradise Island is the perfect place to unwind.
Pirates and treasure hunters would seek refuge in this enclave in centuries past. And you'll understand why. You'll find it the perfect place to escape from the bustle of daily life...even while you discover new financial treasures from around the world.
With so much to enjoy at the resort and in town, we've taken pains to structure the seminar so that you're done with "school" by 3:30 p.m. each day.
That means you'll have plenty of time to head to the beach, the pool, the tennis courts, venture into the Dig, or drop into enchanting Nassau itself and "play."
You'll relax, you'll learn, you'll come away with greater confidence and financial knowledge and you'll be prepared to grow your wealth at a much higher rate of return with a far greater degree of privacy and security.
Vastly Increase Your Ability to Grow and Protect Your Wealth and Save a Great Deal of Money in the Process
The Offshore Advantage Seminar: A Beginner's Guide to the Offshore World is designed to remove all knowledge obstacles from your path the offshore world. And it's priced so that there should be no financial obstacles either.
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At just $850, this is one of the most affordable offshore events we've ever sponsored in the eight-year history of The Sovereign Society. What's more, you can bring a guest for just $695, saving you an additional $155 off the full rate.
We've also negotiated special room rates at the Atlantis of just $199 per night (single and double occupancy) plus taxes and surcharges ($244 per night + taxes and surcharges for triple occupancy) at the Royal Towers. The iconic Royal Towers are central to the myth of Atlantis. It is here that the Lost City comes to life in its unique murals, beautiful sculptures, fountains, Great Hall of Waters and stunning rooms and suites.
Nassau and Paradise Island are easily accessible, just a 45-minute direct flight from Miami. And once you've arrived you'll feel your spirits lift and your worries begin to ebb.
You'll find yourself surrounded by immaculate beaches and pristine blue waters.
It's the best of all words. First-rate accommodations, modern amenities, scenery that restores the soul, and plenty of opportunities for fun...and all while you make valuable contacts and build a solid foundation of knowledge about the best offshore asset protection and investment opportunities in the world.
I hope to have the great pleasure of seeing you this November in Paradise!
With Warm Regards,
Shannon Crouch
Associate Publisher
The Sovereign Society
August 1, 2007
Cancellation Policy
October 2 thru November 1: $300 cancellation fee
After November 2: Credit toward future events only
