MY #1 SECRET TO GOING OFFSHORE…

You, too, can enjoy peace of mind and freedom from uncertainty in the world…
August 10, 2025

Hello,

Lief Simon here. If you’re reading this, you already know that things are shifting fast in America and the rest of the world.
 
That’s why I’m going to share a secret with you today.
 
I’m always a little hesitant to divulge it…
 
It’s not rocket science—and you’ve almost certainly heard it before in other contexts…
 
But I know how easy it is to get this simple piece of advice very wrong.
 
I speak from experience. Over the past 30 years, I’ve done pretty much everything it’s possible to do offshore…

From setting up corporations and structures to dealing with the IRS and foreign tax agencies…
 
And from opening international bank accounts to getting multiple residency visas (and even a second passport).
 
The success of each of these things has varied—some were painless, affordable, and even enjoyable… while other efforts were disastrous in every way.
 
The main cause of each outcome?  
 
It was the people I chose to trust…
 
And that’s the truth most people miss—my #1 secret to going offshore:
 
It’s not all about what you know… it’s about who you know.

I am happy to say that, after three decades, I’ve finally built a network of reliable experts I trust—attorneys, bankers, tax consultants, and other advisors, both in North America and the rest of the world.

These are the people who keep me up to date on important changes and opportunities… as they happen.

Today, every person in my network is vetted, proven, and considered among the most impressive in their industry…
 
It's taken me a long time to get to this point. This network—my offshore intelligence system—is the biggest reason my team and I can move quickly and confidently, no matter what’s happening in the world.
 
And now this hard-won list of vetted experts is yours for the taking…

YOU NEED YOUR OWN PERSONAL “A-TEAM”…

If you’re going to diversify and maximize your wealth abroad…

You’re going to need help.

Seriously. This is complicated stuff…

And, maybe more important, the things you need to accomplish involve governments and other people—neither of which are all that dependable.

For instance, Portugal’s D7 residency visa officially requires regular passive income of €870 (about $1,000). However, my insider in Lisbon, who works with the government agency running the visa process, reports that most everyone who states that amount will get refused…

Instead, he says, you should prove monthly income of €1,300 (about $1,500) to be more or less guaranteed acceptance… and with little hassle, to boot.

In other words, the theory is usually NOT the practice when it comes to administration abroad…

Internet research won’t cut it—you need on-the-ground insights from people you can trust.

This is where having the right experts by your side makes all the difference…

And it’s why you must create your own personal “A-Team” to guarantee your success…

CHOOSE YOUR PLAYERS FROM MY TEAM…

As you’ll soon learn, my network spans dozens of professionals across the world…

Depending on your goals, however, you’ll likely only need several of them.

Better yet, if you’re ready to get started now… if you’re looking to both identify your goals and then meet the people who can help you realize them…

Then I’d like to offer you a special opportunity to UPGRADE your subscription to become a member of Simon Letter Elite. Of the many benefits, you’ll get an introduction to each member of my network that could become part of your own “A-Team,” including:

Your Wealth Planning Attorney:
Carl H. Linder 

Attorney At Law & Partner, Greenspoon Marder
Carl H. Linder is one of the world’s leading authorities on offshore wealth planning.

Mr. Linder has advised individual, family office, and business clients regarding global and domestic estate and gift taxes, corporate taxes, international taxes, and state and local taxes.

Mr. Linder works closely with financial institutions and other service providers in but not limited to New Zealand, Switzerland, Luxembourg, Andorra, Bahamas, Nevis, Cayman Islands, St. Lucia, and Anguilla. Additionally, he focuses on international trust planning primarily in the jurisdictions of the Cook Islands and Belize.

He has used his knowledge to plan for inbound and outbound transfers of property, foreign entity structures including controlled foreign corporations and other international business companies, treaty-based positions, real property transfers, investment tax credits and enterprise incentive programs (such as OZ Funds), personal income tax and tax related compliance issues.

Your Trust & Estate Attorney:
Craig S. Redler 

Attorney at Law, Law Offices Of Craig S. Redler

Craig S. Redler is an experienced trust and estate attorney with a background in managing offshore trusts and structuring international bank accounts for high-net-worth clients through roles at Amicorp and Southpac Trust International.

Mr. Redler has served as a Legislative Assistant to U.S. House Majority Leader Richard Gephardt and as a Systems Engineer for EDS/GM. He has worked with the Jeffrey M. Verdon Law Group in California and was a founding shareholder of Redler & Seigel, P.C. in St. Louis.

He holds a B.S./B.A. from the University of Missouri, a J.D. from Washington University School of Law, and is admitted to practice in California, Missouri, and Illinois. He is a Trust and Estate Practitioner (TEP) and serves on the Board of Directors for the Orange County chapter of STEP.

Mr. Redler will help you understand how to use offshore tools to protect your assets, reduce tax exposure, and ensure your wealth passes smoothly to the next generation.

Your Asset Protection Attorney:
Josh Bennett 

Attorney at Law, Law Offices Of Craig S. Redler
Josh N. Bennett, Esq. is a seasoned asset protection attorney based in Fort Lauderdale, Florida. With nearly 30 years of experience, he specializes in international and domestic asset preservation strategies, including international tax, estate, and gift planning; foreign trust structuring; offshore banking; and real estate taxation. 
 
His client-focused approach combines legal sophistication with practical solutions—utilizing trusts, LLCs, and tax-savvy entities to protect clients' wealth from lawsuits, creditors, and tax liabilities.  
 
A member in good standing of the Florida Bar, Josh supports individuals and businesses in building secure, long-term financial strategies. 
 
Mr. Bennet is passionate about demystifying asset protection, and he’s a regular contributor to Simon Letter on all things asset protection—from domestic trusts to offshore structuring.  

Your Financial Planner: 
Jamie Vrijhof-Droese  

Managing Partner, WHVP Weber Hartmann Vrijhof & Partners  
Based out of Switzerland, Jamie Vrijhof-Droese started her banking career over a decade ago at a major Swiss bank.

Her experience includes several years of experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions.

Ms. Vrijhof-Droese is the co-author of the book, “Swiss Money Secrets.” 

Her company is associated with several first-class private banks in Switzerland, Liechtenstein, and Austria. They focus on conservative, long-term oriented capital preservation strategies. 
 
Ms. Vrijhof-Droese can share how to safeguard and grow your wealth with Swiss private banking strategies designed for long-term capital preservation and global diversification.  
 

Your Offshore Structures Advisor: 
David Payne 

Global Head of Governance, Bolder Group
David Payne has been active in the corporate, fiduciary, trust, financial, and alternative financial services industry since 2004, with a focus on alternative investment vehicles and asset management. 
 
Mr. Payne has held leadership roles across Bolders' US, BVI, Cayman, and Nevis offices, overseeing corporate, trust, fiduciary, and fund matters.  
 
As a founding partner and director of Bolder Law, he advises individuals, corporations, and financial institutions globally, offering customized solutions for international corporate structures and serving as a director for various client companies and investment funds. 
 
Mr. Payne can guide you in building international structures that protect your assets, optimize tax outcomes, and ensure global compliance. 

Your Crypto Expert: 
James Coughlan 

CEO, Sovera 
James Coughlan brings a wealth of expertise in leveraging blockchain technology for financial innovation.  
 
As the CEO of Sovera, Mr. Coughlan leads groundbreaking initiatives in Institutional Tokenization and Smart Contracts, simplifying cross-border transactions and asset management while bridging traditional and decentralized finance.  
 
With a focus on delivering customized financial solutions and crypto-friendly payment strategies, Mr. Coughlan is committed to helping multinational corporations, entrepreneurs, and high-net-worth individuals unlock sustainable growth and maximize profitability. 
 
Mr. Coughlan can show you how to harness blockchain and crypto strategies to streamline cross-border transactions, enhance privacy, and unlock new wealth-building opportunities. 

Your International Banker: 
Elden Edward 

Global Banking Specialist, PROVEN Bank 
Elden G. Edward has more than 14 years in the financial industry with particular focus on the insurance and banking sectors. He is a senior banking professional with a Bachelor of Business Administration and advanced credentials (MCI, EMDF), currently serving at PROVEN Bank in Saint Lucia.  
 
Mr. Edward specializes in connecting financial intermediaries and high-net-worth clients to premium international banking solutions, including multi-currency accounts and wealth management services. 
 
With a focus on offshore and cross-border financial strategies, Mr. Edward brings deep expertise in designing tailored banking frameworks that support global mobility, asset diversification, and compliance.  
 
Mr. Edward can help direct you onto navigable, efficient banking paths essential for anyone building an international wealth or residency plan.

Your American Tax Specialist:  
Vincenzo Villamena 

Founder, Online Taxman 
Vincenzo Villamena specializes in International Accounting and Tax Services for expats and investors who want straightforward and transparent solutions.  
 
At the event, he will help you navigate the confusing world of expat taxes, ensuring you IRS compliance and maximized returns. 
 
Mr. Villamena started doing expat accounting and tax services in 2005 to help a few close expat friends. Two decades later, he has over 700 satisfied clients around the world and has become the go-to source for international tax support. 
 
If you’re an American looking abroad, Mr. Villamena is a must-have contact. 

Your Canadian Tax Specialist:  
George Gonzalez 

Founder, GCG Tax 
George Gonzalez is a Canadian Chartered Professional Accountant (CPA, CA) and U.S. Certified Public Accountant (CPA) who provides international tax consulting services to individuals and small business clients.

Prior to opening his own tax consulting practice, Mr. Gonzalez worked for a Big Four public accounting firm and later a multi-national financial services firm.

He has worked in the United States, Hong Kong, Japan, the Dominican Republic, and Canada, where Mr. Gonzalez currently resides. He is also a professor at the University of Lethbridge in Alberta where he teaches courses in tax and accounting. 
 
Mr. Gonzalez offers critical insights for Canadians living and investing overseas.

Your Attorney In Portugal:  
João Gil Figueira  

Attorney at Law & Partner, GFDL Advogados 
Portugal represents one of the world’s top opportunities abroad today.  
 
João Gil Figueira is an international tax and business lawyer who typically advises multinational firms and high-net-worth individuals regarding taxation, investment structures, security offerings, Initial Coin Offerings, M&A deals, commercial contracts, distribution and agency agreements, corporate governance, company formation and residency/citizenship in Portugal and Portuguese speaking countries.

He is experienced in providing advice to international investors, expats, and retirees on living in and investing in Portugal and Portuguese-speaking jurisdictions.  
 
Mr. Figueira is one of Live And Invest Overseas’ most trusted advisors, and he’ll be an asset for your global network no matter your plans in Portugal. 
Again, this is just a fraction of my team who can be at your service. 
 
To give you a more thorough introduction—and to help you figure out who could be best for what you want to do—I’m going to give you access to 
my 2025 Wealth Building And Diversification Kit when you upgrade to Simon Letter Elite.

With Simon Letter Elite, you’ll also secure LIFETIME ACCESS to my most valuable offshore diversification resources and contacts.

As a member, you’ll receive: 

1) LIFETIME ACCESS to Simon Letter PLUS the entire Simon Letter archive… more than a decade’s worth of priceless intelligence.
2) You’ll receive my 2025 Wealth Building And Diversification Kit—over 40 video presentations and reports, from my entire expert team, on the best ways to diversify offshore and maximize your wealth right now…

3) You’ll get access to every one of these e-books and research reports…

  • The “No Stocks” Portfolio: Boost Your Retirement—With These 3 Easy-To-Buy, Easy-To-Sell Hard Assets...

  • The NEW Expert’s Guide To Buying Property Overseas...

  • Multiply Your Purchasing Power With A Self-Directed 401(k)...

  • Citizenship For Sale—How (And Where) To Get A Second Passport In As Little As A Few Months...

  • Your Cheat Sheet To Avoid Offshore Pitfalls: Lief Simon's Ultimate “Lessons Learned” Collection... 

  • Lief Simon’s Little Black Book—My Personal Rolodex Of Contacts... 

  • Retire Up—How To Protect And Grow Your Wealth (Even In Times Of Economic Meltdown)...
     
  • BONUS VIDEO: Offshore Taxes 101...
     
  • PLUS: Offshore Living Letter—twice-weekly e-letter. 
4) As a Simon Letter Elite member, I will also bring you an exclusive webinar every quarter covering in detail hot-off-the-presses news in the offshore world… and exploring the latest offshore developments in minute detail.

This webinar service is only for members of Simon Letter Elite… and they will be hosted LIVE.  
 
That means you can ask your questions specific to your own situation and to get the answers in real time… 
5) Finally, and I think you may already know this, but the best way to move forward with any plan abroad is to meet me and my team—in person. 
 
I host several events around the world, but two are most relevant to you: the International Property Summit and the Offshore Wealth Summit. 
 
Regardless of which events you decide to attend, your Simon Letter Elite membership gets you a pair of big perks: 
 
  • First, your standing Simon Letter event discount will be DOUBLED—for as long as you stay a member, you’ll get $100 off every event you attend. 
 
  • Second, when you do join us, you’ll enjoy Premium Member status at each conference. That gets you access to VIP perks like private gatherings, cocktail parties, whisky and rum tastings, and the Premium Members-Only Refreshments Lounge—a VIP zone during events where the speakers relax between sessions. 

Upgrade To Simon Letter Elite Now And  Create Your Own A-Team  

Here’s everything you’ll enjoy as an Elite member: 
 
  1. A LIFETIME subscription to Simon Letter

  2. Over a decade’s worth of Simon Letter issue archives

  3. Instant access to the 2025 Wealth Building And Diversification Kit

  4. A compete library of e-books and reports—as well as instant access to our latest research when it becomes available

  5. “Premium” status at every event you attend—giving you a VIP experience

  6. A discount on event attendance double to what you have now--$100 off any conference 

SIGN UP TODAY AND BECOME AN ELITE MEMBER
FOR JUST $499 $470*

(Plus $29 annual maintenance fee)

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Your Satisfaction
Is Guaranteed—Period 

I guarantee that Simon Letter Elite is the key to helping you build lasting wealth and independence abroad.

But if you don’t feel that it delivers the kind of networking, wealth-building, and diversification opportunities you’re looking for, simply let us know and we’ll refund your money 100%, as long as you make the request within the first 90 days of purchase.  
 
In addition, your membership will be kept active via a $29 maintenance fee, automatically billed every year around the date of today’s order. 

Finally, your 100% Money-Back Satisfaction Guarantee incudes a promise that allows you to keep access to all the issues, reports, and kits you receive if you ever decide to cancel.
 
Yes… that’s how confident I am that we can help you figure out how to thrive in the face of recessions, crashes, corrections, pandemics, and virtually any other crisis the world throws at us. 
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