The Wealthy Have Always Kept Part Of Their Money Abroad… Now It’s Your Turn

Lief Simon is the world’s foremost authority on global diversification, international real estate investing, and sovereign wealth structuring. Over the past 30 years, he has lived and invested in 24 countries across five continents.

As the founding editor of Simon Letter and author of Cowboy Millionaire, Lief has personally navigated offshore banking, second citizenships, foreign residency programs, and multi-generational trust structures—and brings his personal inner circle of advisors together once a year for this event.

Carl Linder has over 20 years of experience in financial services and specializes in self-directed retirement accounts and international wealth planning. He holds the Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Carl educates investors and attorneys nationwide on how to hold international real estate, precious metals, foreign currencies, and private placements inside tax-advantaged IRAs and 401(k)s in full compliance with IRS rules.

Jess Roberson is a senior partner and wealth manager at WHVP in Switzerland. Specializing in serving U.S. and Canadian clients, Jess provides tailored wealth management solutions compliant with SEC regulations.

With extensive expertise in cross-border financial planning, multi-currency asset allocation, and wealth preservation strategies, he helps families protect their purchasing power and diversify outside domestic banking jurisdictions.

Craig S. Redler is a premier international asset-protection attorney and founder of Redler Law. He has decades of experience structuring high-security trusts in jurisdictions such as Belize, Nevis, and the Cook Islands.

His legal practice focuses on helping private investors, entrepreneurs, and families build bulletproof asset protection shields against frivolous lawsuits, aggressive creditors, and probate complexities while remaining fully compliant with IRS disclosure rules.

Jeremy Savory is the founder of Millionaire Migrant and a leading international authority on residence and citizenship by investment. Over his career, he has advised royal family members, top-tier entrepreneurs, and private wealth families worldwide.

He specializes in designing customized global citizenship solutions, fast-track second passports, and strategic residency footholds that deliver visa-free travel, enhanced security, and multi-jurisdictional tax optimization.

David Payne is a Certified Public Accountant with over 25 years of specialized experience in international taxation at Bolder Group. He guides American expatriates, international investors, and offshore business owners through complex global tax landscapes.

David’s mastery covers FATCA, FBAR, Form 5471/8938 reporting, foreign grantor and non-grantor trusts, and cross-border structuring to ensure airtight compliance while optimizing worldwide effective tax rates.

Jose Manuel Bern is the Vice President of Empresas Bern, the premier real estate and construction developer in Panama. With a portfolio spanning landmark residential towers, commercial hubs, and luxury hospitality destinations, Empresas Bern is the leading contributor to Panama's world-famous skyline and urban infrastructure.

A graduate of Georgia Tech and regular lecturer at New York University, Jose brings over 25 years of leadership directing Panama’s largest developments. Widely recognized as one of the country's most connected industry leaders and key influencers, he provides investors with unparalleled on-the-ground market insight and proven property strategies.

João Gil Figueira is a licensed attorney and managing partner at GFDL Advogados in Lisbon. He is recognized as one of Portugal’s top legal and tax minds for foreign private clients, family offices, and cross-border investors.

His practice encompasses international taxation, real estate acquisitions, corporate structuring, Non-Habitual Resident (NHR) / IFICI regime planning, and Golden Visa compliance.

Jonathan Hadida is a dual-qualified cross-border tax attorney and founder of Hadida Tax Advisors. Admitted in both the United States and Europe, he provides tailored tax consulting for high-net-worth expats and global investors.

Jonathan specializes in treaty optimization, inbound/outbound international corporate structures, foreign trust reporting, and estate planning across multiple tax authorities.

Marco Bersani is a renowned European attorney and the founder of Bersani Law Firm & Partners. He has successfully helped hundreds of North Americans claim European citizenship by descent in Italy, Spain, and neighboring EU nations.

Marco also advises high-net-worth investors on Italy’s 100,000 euro lump-sum flat tax regime and Italian Elective Residency visas.

Adrian Ash is the Director of Research at BullionVault, the world’s largest online physical precious metals marketplace. With more than two decades of financial market analysis, his research is regularly featured in Bloomberg, the Financial Times, and the Wall Street Journal.

Adrian guides investors on secure physical vaulting in Zurich, London, Singapore, and New York outside the traditional banking grid.

Jason Swan is a founding partner at JS Privé, advising global high-net-worth individuals on Portugal’s residency-by-investment landscape. He specializes in CMVM-regulated venture capital and private equity investment funds that qualify for the Portuguese Golden Visa.

His institutional background ensures rigorous fund due diligence and seamless residency execution for North American investors.

Chloe Mason is the founder of My Greek Expat Journey and Greece’s top expat relocation strategist. She has personally assisted hundreds of American and Canadian families through the Golden Visa program, Financially Independent Person (FIP) visas, and property purchases.

Chloe breaks down bureaucratic processes, property title vetting, and Greece’s attractive 7% flat-rate retirement tax incentive.

Martín Hecht is an international attorney and the founder of MH Legal Hub. A graduate of the University of Buenos Aires, he advises foreign investors and digital nomads on Argentine real estate acquisitions, corporate formation, and South American residency.

Martín also specializes in cross-border asset structures that protect family wealth while unlocking lifestyle freedom in Latin America.

James Swaby is the founder of Asia Retire and a seasoned wealth consultant with decades of institutional portfolio management experience. He assists retirees and international investors in navigating Malaysia’s MM2H program, Thailand Elite visas, and regional cost-of-living advantages.

His expertise combines lifestyle migration with sophisticated international currency and capital protection strategies.

Alex Kapetanakis is the CEO of Atlas Vaults and a veteran attorney with over 25 years of experience in commercial law and asset preservation. He provides private vaulting and safety deposit box infrastructure outside the global banking system.

Alex educates private clients on sovereign risk mitigation, allocated precious metals storage, and physical custody security protocols.

Justin Racine is an entrepreneur and global relocation strategist with Live And Invest Overseas, where he leads Expert Expat Relocations. He has traveled extensively across Central America, South America, and Europe, counseling hundreds of expats on practical relocation logistics.

Justin helps clients determine where their personal lifestyle, budget, and tax goals align best—cutting through hype to deliver realistic timelines and vetted local resources.

Rachel Jensen is the owner of Luna Realty Belize and one of the most trusted real estate brokers in Central America. She has helped hundreds of North American buyers acquire turnkey vacation rentals, oceanfront villas, and development parcels in Ambergris Caye and mainland Belize.

Rachel provides deep clarity on foreign property ownership laws, self-directed IRA purchasing, and Belize’s Qualified Retired Persons (QRP) incentives.

Born in Australia with a background in international hospitality, Liz Larroquette is a premier real estate professional in Panama City with Empresas Bern. Over 15+ years, she has guided foreign investors into high-yield rental condos, luxury beachfront homes, and Qualified Investor visa properties.

Liz’s on-the-ground knowledge ensures investors secure fully managed, cash-flowing real estate in Panama’s strongest capital appreciation corridors.

Juan Darío Gutiérrez is a Colombian attorney, entrepreneur, and the Co-Founder and Chief Legal Officer (CLO) of Gutiérrez Group based in Medellín, Colombia. He specializes in corporate law, real estate law, foreign investment, and immigration.

He is widely recognized for his legal expertise in assisting foreigners, expatriates, and international corporations looking to relocate, invest, or conduct business safely in Colombia.

Elden G. Edward is an experienced financial executive who serves as the Assistant Vice President (AVP) of Business Development – LATAM for PROVEN Bank. He is a prominent figure in the Caribbean and Latin American offshore banking sector.

Elden specializes in wealth planning, multi-currency international banking, and cross-border financial structures that keep private capital secure and accessible globally.

Yorman Martínez is a senior migration specialist with MexLaw, an international law firm with more than 12 years of specialized bilingual experience in Mexico. He has steered hundreds of American and Canadian families through consular interviews, residency approvals, and work permits.

Yorman ensures complete legal compliance under Mexican immigration law while expediting bureaucratic timelines for private clients.

Don Hosmer is the co-founder of Royale Energy Inc., with natural gas and oil fields operating across major U.S. basins. Under his leadership, Royale Energy has drilled over 200 wells and developed tax-advantaged direct energy investment programs.

Don shows accredited investors how tax-code deductions can offset high-bracket earned income into passive monthly distributions.

Ryan John Wrobel is an international attorney and managing partner of Wrobel & Co. in Belize City. Admitted in Belize and New York, he advises foreign individuals and corporations on real estate acquisitions, escrow management, offshore corporate formations, and QRP residency.

Ryan’s dual-jurisdictional vantage point protects North American buyers from common cross-border transactional pitfalls.

Irina Leca is a real estate investor, entrepreneur, and former tech founder with a background in architecture, interior design, and strategic consulting at Global Nest Portugal. Over the past four years, she has built and managed a successful property investment portfolio in Portugal.

She helps foreign investors identify undervalued architectural opportunities and execute high-yield restoration projects.

Brandon Olson is an experienced international tax professional and financial strategist who serves as a Senior Tax Manager at Online Taxman and a Senior Advisor at its corporate parent, Global Expat Advisors (GEA).

He is widely recognized for his expertise in cross-border tax compliance, foreign corporation structuring, and comprehensive private wealth management tailored specifically for American expatriates and international founders.

Philip Schlesinger is a real estate investor and CEO of The Panama Link, a licensed Panama-based brokerage serving North American investors and second-home buyers. Since founding the company in 2018, he has developed strong relationships with major developers across Panama.

Phil assists investors with pre-construction opportunities, financing strategies, and turnkey rental property acquisitions.

Sharon Shaw is the Immigration Legal Manager and Head of Immigration Law at Gibson & Associates Solicitors, a leading Irish law firm with offices in Dublin and Donegal. With over 20 years of dedicated experience in immigration law, she spearheads the firm’s specialized department.

Her work primarily focuses on strategic legal counseling, steering individuals, families, and international entrepreneurs through Ireland’s immigration and residency pathways.

Asif Arif is a dual-qualified attorney admitted to both the Paris Bar and the State Bar of California, with over a decade of international legal experience at ARIF LAW OFFICES, P.C. He represents multinational corporations and private investors on complex cross-border transactions.

Asif guides clients through European business visas, talent immigration, and corporate compliance across transatlantic jurisdictions.

Denisse Martinez is a seasoned real estate advisor based in the Riviera Maya with over a decade of local market experience, specializing in residential and investment properties in Tulum and surrounding Caribbean coastlines.

Working closely with clients at Grupo Ibermex—a firm with more than 30 years of development and construction expertise in Mexico—she guides foreign investors through every step of cross-border acquisition, Mexican bank trusts (fideicomisos), and property due diligence.

Lídia Körmöndi and Ethan Cohen are the founders and lead advisors behind Learn Hungarian Anywhere, specializing in European citizenship by descent and ancestral passport acquisition for North American families.

Ethan Cohen, author of Citizenship by Descent for Americans, navigated his own multi-generational lineage pathway to secure European citizenship and now counsels investors on navigating foreign consular requirements. Alongside CEO Lídia Körmöndi, their team provides end-to-end guidance spanning genealogical verification, official archival document procurement, and specialized preparation for consular interviews.

Ellis Beato is the founding partner of Cabinet Legal in the Dominican Republic, where he leads the firm’s business, transactional, and litigation practices. He advises international companies and private investors on structuring cross-border transactions, Dominican residency pathways, and commercial acquisitions.

His practice combines proactive business insight that safeguards foreign buyers with rigorous legal analysis, solid contract execution, and comprehensive real estate due diligence throughout the Caribbean.

Josh Bennett brings over 27 years of specialized legal experience practicing tax law, with extensive, in-depth involvement in all aspects of international tax, estate, and gift tax planning for U.S. citizens, resident aliens, and non-resident aliens (NRAs). His practice covers outbound and inbound tax planning, foreign investment, cross-border business activities, estates and trust planning, foreign trusts, and real estate taxation.

His asset protection expertise spans offshore life insurance products, offshore banking, offshore mutual fund establishment, and comprehensive trust structuring. A member of the Florida, New Jersey, and District of Columbia Bars, Josh is also an active member of STEP, a Panelist and Director with the Asia Offshore International Tax Association, and a frequent lecturer for The Florida Bar and FICPA. Josh earned his law degrees from the University of Miami School of Law and Georgetown University Law Center.

Elena Valli is a Relocation and Visa Consultant at Italian Real Estate Lawyers. Originally from Bologna, Italy, Elena has spent several years living abroad across the United Kingdom, the United States, and Ireland, bringing firsthand cross-border experience and deep cultural fluency to her advisory practice.

Holding a Master’s degree in foreign languages, Elena leads initial consultations and serves as a dedicated case specialist for the firm. She guides international investors, retirees, and families through every stage of Italian residency structuring, elective residency visas, and seamless property acquisitions throughout Italy.