Who Should You Trust When it Comes to Offshore Investing?

In decades past, investing offshore was an opportunity limited to just a select few people who had amassed a significant amount of wealth. Today, people from all walks of life decide to invest offshore as a way of protecting assets, preparing for the future, reducing their tax burden and potentially enjoying greater profits over time. To make the best possible offshore investments, it makes sense to work with those who know the business. Here are some of the key ways to find out who you should trust when it comes to offshore investing.

Are Advisers Readily Available?

One of the key things to look for in a trustworthy financial adviser or expert is the ability to communicate on your terms. Ideally, they should be accessible via phone or email when it is convenient for you. Financial analysts who are difficult to get in touch with might not be the best choice.

Can You Check Your Investments Online?

Online banking has truly changed the world of investments. Whether you have invested in Switzerland or Belize, ensure that you can access your offshore holdings over the Internet at any time of day or night.

Do They Have Experience Overseas?

There are many different types of investments, but those with experience specifically in your offshore destination of choice are key. Each country has its own set of rules for investing, and you need to be aware of these. Plus, an adviser experienced in a particular area will have better input in terms of investments and tax reductions.

Do They Understand Your Financial Objectives?

Before you trust someone with your offshore investments, it is important that they fully understand your goals. Whether this involves long-term security or short-term tax reductions, make sure they know your objectives.

Offshore investing doesn’t have to be complicated, especially with the help of a trusted adviser or expert helping you along the way. 

About this author

Caye International Bank Limited (CIBL) was granted an Unrestricted "A" Class International Banking License on September 29th, 2003 by the Central Bank of Belize and is regulated by the Central Bank of Belize which set the standards for liquidity and capital adequacy.