International Planning

International Asset Diversification: Expanding Your Asset Protection

While domestic asset protection strategies offer valuable security, some situations may require additional measures. International planning utilizes legal and financial structures in foreign jurisdictions to provide an extra layer of protection for your assets. This can be particularly beneficial for those facing significant exposure to lawsuits, creditors, or political and economic instability.

International Diversification Trust

An International Diversification Trust offers high-net-worth individuals a strategic approach to safeguarding assets across multiple geographic jurisdictions.

Diversifying your assets by geographic jurisdiction:

Consideration for High-Net-Worth Individuals: High-net-worth individuals should consider diversifying their investments by country or region.
Global Investment Landscape: In today’s interconnected world, many international investors diversify across multiple countries to safeguard against political instability.
Attractive Investment Options: Given current political uncertainties in the US, maintaining assets in other jurisdictions has become increasingly appealing.
Custodianship in International Jurisdictions: While investing in US securities and bonds remains viable, assets can be held under custody in alternative jurisdictions, such as Switzerland.
Access to Exclusive Investments: Investors can access opportunities typically unavailable to US citizens
Trustee Services: Opting for a trustee in a jurisdiction like the Cook Islands can further safeguard assets against political volatility and potential legal claims.

This comprehensive approach to international diversification offers a robust solution for those seeking to optimize their asset protection and estate planning strategies in an ever-changing global landscape. At Harbor Law Firm, we’re committed to helping you navigate these complex waters and secure your financial future.

Get your international planning done with Harbor Law Firm.

Benefits of International Planning

We understand the complexities of international planning and can guide you through the process responsibly and efficiently. At Harbor Law Firm, we work with a network of trusted international partners to ensure compliance with all legal and regulatory requirements. Our goal is to create a customized international plan that aligns with your unique financial objectives and risk tolerance.

Here’s how international planning can benefit you:

Stronger Asset Protection: Shield assets from lawsuits, creditors, and some government claims.
Potential Tax Savings: Reduce estate, income, or capital gains taxes (consult a tax advisor).
Global Diversification: Spread assets across locations and currencies to manage risk.
Estate Planning Efficiency: Facilitate a smooth wealth transfer and minimize probate issues.
Enhanced Privacy: Increase confidentiality for your assets in select jurisdictions.

Ruth T

2024-04-18

We had our wills drawn up by Harbor law. Their pricing was about the middle of the road from what I could tell from the few places I called in Seattle. Kevin and his team had great customer service and knowledge so am very satisfied with their services and would go back to this firm for future estate documentation if needed.

Daniel Freve

2022-11-06

My wife and I would highly recommend Kevin Monahan and Harbor Law for preparing a will and trust. Kevin was incredibly patient, responsive, and helpful in answering all of our detailed questions throughout the process. He was also very clear up front about various options and costs.

A. McLean Emenegger

2021-03-12

Without a moment’s hesitation, I absolutely recommend Harbor Law Firm. From start to finish, they were responsive, professional and a delight to work with. They are conscientious, excellent communicators and ensure that all your questions are answered in a thoughtful and timely fashion. I feel fortunate to have partnered with them on my estate planning and LLC formation projects. I was never in doubt of their expertise and ability to carefully manage the work. You are in good hands with Harbor Law Firm.

Andrick Schall

2020-11-27

I had a fantastic experience with this law firm, and I highly recommend them. I'm going into healthcare, so I decided it was time to make arrangements (everybody should, really; no one is guaranteed tomorrow). Kevin and Kate made this an extremely easy process. Their correspondence, throughout the entire process, was very swift and professional. Kevin explained to me, in a very accessible manner, what the process would entail, every step of the way. Once Harbor Law Firm had the information they needed, the process was underway. Kate and Kevin would quickly contact me with just a few small adjustments, again explaining to me the value in doing so. Both of them were kind enough to come to my residence, on their day off (above and beyond!), to have the documents signed and finalized. Also, they were both very personable and pleasant people, and recalled details about my life that I had told them, and asked how these endeavors were coming along. This was a very easy and quick process throughout, and I highly recommend them. Thank you again!!!

Weston Jandacka

2020-11-21

I was more then happy with my estate planning experience with Harbor Law. From professionalism to deep knowledge on the subject, I felt comfortable and confident throughout the whole process.

Brian Anderson

2020-10-15

I received excellent service from Harbor Law Firm. I had many questions for Kevin and I found him to be knowledgeable and patient as he explained everything to me. He completed the work quickly and thoroughly and his fees were very reasonable. His entire team provided a high level of service from beginning to end!

Drew Hadley

2020-09-24

Great experience with Harbor Law Firm. I appreciated the ability to work one-on-one with the attorney handling our needs and the incredible level of expertise provided. We received succinct guidance for our situation and weren't lead to any excessive work that would have been more expensive. We also appreciated the timeliness of the work, which was performed efficiently, but allowed us to be on our timeline as well.

International Planning

International Asset Diversification: Expanding Your Asset Protection

International Diversification Trust

Get your international planning done with Harbor Law Firm.

Benefits of International Planning

Trusted by Washington Families to Protect Their Legacies

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