In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families.
Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals.
David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.
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In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families.
Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals.
David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.
Episode 33 – The Offshore Industry: Asset Protection, Trust Protector and RPT with Reuben Tylor
Delivering Direction and Control
51 minutes 19 seconds
2 years ago
Episode 33 – The Offshore Industry: Asset Protection, Trust Protector and RPT with Reuben Tylor
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Reuben Tylor – Founder & Director of Trustees & Fiduciaries (Cook Islands) Ltd – who has been providing legal services to the offshore industry since 1987 and is a true thought leader in asset protection.
The conversation begins with a discussion on Reuben’s work and the development of various financial and legislative products – the most important of which was his development of asset protection legislation targeting the U.S. market in the late 1980’s. As the conversation continues, they discuss the Trust Protector concept in the context of Cook Islands law and how Trustees & Fiduciaries (Cook Islands) Ltd can serve in that role when it is beneficial to the client.
David and Reuben conclude the interview with a detailed discussion on the formation and importance of the Relationship Property Trust (RPT): a solution to a problem Reuben had been experiencing firsthand. When a family with substantial wealth over several generations would go through a divorce, family courts were determining that assets could not be set aside from relationship property matters and were instead brought back into the matrimonial property dispute. In an effort to ensure years of wealth planning for families was not dismantled, Reuben developed the Relationship Property Act (RPA) which identified that the solution was to provide a statutory rebuttal of the need to divide and distribute the assets and Cook Islands passed the new legislation creating the RPT to keep the assets of high net-worth families intact in the event of a separation.
Delivering Direction and Control
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families.
Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals.
David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.
