Kathleen Peddicord has covered the live-, retire-, invest-, and do-business-overseas beat for more than three decades and is considered the world's foremost authority on these subjects. She has traveled to more than 70 countries, established businesses in 7, and invested in property in 23. Thanks to these adventures abroad, Kathleen has been able to assemble an unparalleled network of global contacts, colleagues, friends, experts, resources, expats, and advisors. During the cruise, Kathleen will offer her extensive knowledge gained from her successes (and failures) over the past three decades, while she also introduces you to, and connects you to, her personal network of contacts who cover various fields for investment overseas.
Live and Invest Overseas
Global Real Estate Investor and Consultant
Lief Simon is Live and Invest Overseas' resident real estate investing and offshore diversification expert, specializing in offshore diversification, asset protection, and tax mitigation. In the past 20+ years, Lief has purchased more than 45 properties, investing in 23 different countries around the world. Over the last two decades living and doing business around the world, he's built a network of reliable and expert contacts he trusts on such matters- attorneys, bankers, tax consultants, and other advisors, both Stateside and in the jurisdictions where he spends time and money. On the European Wealth Cruise, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.
Chairman and CEO
Chairman and CEO of ECI Development, a multi-country developer with projects in four Latin American countries, Mike Cobb has enjoyed a long career in the real estate development and investment industry. Initially forming Exotic Caye International, a company that provided loans to North Americans purchasing properties in Belize, Honduras, Costa Rica, and throughout the region, the need for capital eventually outstripped the supply, so the mortgage company was converted to an international bank under the jurisdiction of Belize. Now focusing on consumer need, Mike led the group into real estate development and created a holding company called ECI Development for several properties including a resort on Ambergris Caye, Belize. During your time together, Mike will bring his portfolio to you and provide one-on-one consultations, review your investment portfolio, suggest future financial movements tailored to what's right for you, and project where those investments will go to ensure a strong return for your future and to provide for your generations to come.
João Gil Figueira
Managing Partner, Tax and Cross-Border Consultant
João Gil Figueira, managing partner of Lugna, is an international tax lawyer and business consultant regarding taxation, residency, and asset protection in Portugal and in Portuguese-speaking countries. He has extensive experience advising on the legal aspects of cross-border investment in several industries, specifically finance and real estate. João is a lecturer of taxation in the master's program of Nova School of Business and Economics, a top Financial Times-ranked university in Lisbon. He has authored several legal books, articles, and guides on Portuguese business and tax law. During his session, João will provide comprehensive and well-rounded advice to investors on living and investing in Portuguese-speaking jurisdictions.
Nagel & Associates, LLC
Founder and Managing Partner
Joel Nagel, founder and managing partner of international law firm, Nagel & Associates, LLC, is one of the world's leading authorities on asset protection. Much of Joel's focus is on helping clients select the right jurisdiction for a transaction and the best vehicles, such as joint ventures and other international legal structures, to reduce taxation and protect assets. He created his firm's Personal Asset Protection Program and has developed sophisticated international estate plans encompassing trusts, corporations, partnerships, and insurance products. During this special event, you will have the opportunity to work directly with Joel to select the right structures, strategies, and jurisdictions for you so that you can manage and reduce your tax burden, protect your assets, and leave a legacy for your heirs.
Luis Teixeira Da Silva
Algarve Senior Living
Luis da Silva has more than 25 years of business experience, with almost 20 years of experience in international real estate markets as an investor and consultant (his focus during the last decade has been on senior or retirement living). He is the founder and director of Senior Living Villages, a U.K.-based company, and co-founder and director of Algarve Senior Living, based in Portugal. The company also operates in Spain's Costa Blanca and Costa del Sol. During the cruise, Luis can advise you on a range of subjects affecting international retirement migration to the Algarve and U.K., including tax, health, real estate, climate, and languages, and, more importantly, he can offer a variety of European investment opportunities dealing with fixed-income investment in the retirement sector.
Caye International Bank, Ltd.
President of Caye International Bank in Belize, Peter Zipper has over 35 years of international banking experience. After a career in the military and aviation, he later received his international finance education at the University of Alberta in Edmonton, Canada, and began his long career in finance around the globe. During his career he lived and worked in the Americas, Europe, and Asia where he held leading positions with multinational financial institutions. Mr. Zipper is now a leading expert on offshore banking and investment centers and can show you how to benefit from all the advantages of banking offshore. On the cruise, with Peter's help, you can immediately begin the process of opening an offshore account in Belize.
BOOK & PLAN THIS VOYAGE
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