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Investing Offshore from Canada
Investment Options

Investing Offshore from Canada

Canada offers investors a stable financial system, a strong legal framework, and a diversified economy. However, its capital markets represent only a small fraction of

What is Portfolio Management?
Wealth/Asset Management

What is Portfolio Management?

Portfolio management is a central discipline in modern finance, referring to the strategic process of selecting and overseeing a collection of investments to achieve specific

Wealth/Asset Management

Setting Up a Trust in Mauritius 2025

In 2025, Mauritius continues to be a preferred jurisdiction for establishing trusts due to its robust legal framework, favorable tax regime, and business-friendly environment. If

Wealth/Asset Management

Setting Up a Foundation in Singapore

Singapore’s philanthropic and non-profit landscape offers multiple vehicles, which are commonly referred to as foundations. These are structured under distinct legal frameworks. If you are

Is Insurance an Investment?
Insurance

Is Insurance an Investment?

The question “Is insurance an investment?” is more common and prevalent among investors than it may initially seem. Especially among young professionals, expats, and first-time

Wealth/Asset Management

How to Set Up a Family Office in Switzerland

Switzerland is among the renowned global financial centers. But did you know that the country has become a preferred destination for establishing family offices? It

Wealth/Asset Management

Setting Up a Family Office in Australia

Australia has seen a significant increase in family offices as wealthy families seek sophisticated ways to manage their assets, investments, and legacies. The concept has

Wealth/Asset Management

How to Start a Family Office in Canada

In recent years, Canada has seen significant growth in the number of family offices serving ultra-high-net-worth individuals and families. Estimates suggest several hundred single-family offices

Review articles

Assisted Living Project UK Review

The Assisted Living Project UK offers quality housing across the country for individuals with long-term health conditions. In this review, we’ll delve into what is

15 Countries Without Exit Taxes in 2025
Expat taxes

15 Countries Without Exit Tax in 2025

Exit taxes are levies imposed by certain governments on individuals who give up tax residency or citizenship. These taxes are typically applied to unrealized capital

10 Countries with Exit Taxes in 2025
Expat taxes

10 Countries with Exit Taxes in 2025

Exit taxes are levies imposed on individuals who give up their tax residency or citizenship. These taxes typically apply to unrealized capital gains—the appreciation in

how much should cost of living be
Expat Guide

How Much Should Cost of Living Be?

Relocating to another country introduces a wide range of financial challenges, many of which revolve around one central question: How much will it cost to

Insurance

Are You Underinsured? Gaps Wealthy People Miss

Many wealthy people unknowingly fall prey to underinsurance, leaving critical gaps in their coverage that can lead to significant financial risks. For high-net-worth individuals and

what is over-insurance
Insurance

What is Over-insurance?

Over-insurance is a common pitfall—especially for high-net-worth individuals managing multiple properties, luxury assets, and international insurance policies. What is over-insurance? Truly an essential question to

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