Are You a Candidate?

It's not for just the very wealthy. With litigation and regulation continuing their steadfast march, individuals who pursue an offshore strategy are becoming increasingly diverse. If you answer "yes" to even a few of these questions, you would probably benefit from an international financial plan:

• Do you have a net worth over $1 million?

• Do you have liquid personal property with a value of more than $500,000?

• Are you in a profession with a high risk of litigation, such as medicine, surgery, law, accounting, architecture, engineering or manufacturing?

• Do you consider financial privacy to be a priority?

• Have you recently sold a business and want to protect the proceeds?

• Are you about to get married?

• Are you engaged in both high-risk and low-risk businesses?

• Are you a guarantor, indemnitor or surety, where your liabilities are contingent on the success of others?

• Do you ever wish to buy business property so that the sellers (or your competitors) will not know the identity of the true owner?

• Are you a general partner in a real estate or other partnership?

• Are you an officer or director of a publicly traded U.S. corporation?

• Do you have children who are prone to risky activities?

• Do you have disabled or special-needs family members?

• Would a potential plaintiff perceive you to have "deep pockets"?

• Do you lease out equipment or rent out commercial property, or are you an apartment owner?

• Have you been underinsured or uninsured for any period of time? ●