carlyle-rogers , citizenship-by-investment , estate-planning , golden-visa , residence-by-investment , tax , truth-to-power , wealth-planning

Citizenship and Wealth Advisors: What Each Needs to Know About the Other to Help Their HNWI Clients

July 13, 2019

Carlyle RogersDubai/Anguilla   Traditionally, the world of wealth management and tax/estate planning using offshore or tax neutral structures (we’ll refer to this as the offshore sector or the wealth preservation industry for short) has been separate from the world of citizenship by investment programs (CIPs). This, despite the two markets’...

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