Offshore Since 1998. Providing fully bespoke strategies designed around: Asset Protection, Tax Reduction, Second Citizenships, Immigration and Financial Prepping Strategies to ensure your Financial Freedom.
Our clients are supported by their very own Virtual Executive Assistants, via our support Hub, who provide ongoing support and services, with crisis support 24/7.
Financial Go Plans and Escape plans are proactive and strategic approaches to preparing for unforeseen challenges, uncertainties, or emergencies. The specific reasons for needing them can vary depending on your individual circumstances. These plans start from as little as $10k.
An Offshore Plan is a combination of strategies that involves the use of Offshore Companies, Trusts, Offshore Banking and Immigration services. The aim is to enhance diversification, legally reduce taxes, and protect your privacy and assets. At the same time, save money and grow your business and or assets through access to new markets.
The Offshore Plans normally require more than one speciality and usually utilise the benefits of more than one jurisdiction, with multiple agencies such as law firms, trustees and banks. These plans are designed for entrepreneurs and those with high net worths, as retainers start at $25k and can range into six figures if second passports are required.
Our Financial Go Plan(Pack) ensures short-term liquidity in a crisis. Always have access to cash. Essential in these uncertain times.
The Escape Plan is designed to ensure personal and financial freedom should you need to leave your home country. You can do so quickly and protect as much of your assets as possible. (Your Plan B).
The Offshore Plan. Encompassing, Asset Protection, Tax Reduction, Second citizenship or Second residences, with Strategies to Protect and Grow your Assets. Business expansion. Open new investment and growth avenues.
We started back in 1998 as Independent Financial Advisers based in London. We expanded offshore to service expatriate communities in Asia and Eastern Europe.
Over the last 25 years, we have built professional relationships with banks, law firms, trust firms, investment managers, property developers, immigration experts, etc. The best partners across the globe. This allows us to offer a complete advisory and management service under one roof. This is more convenient for our clients, ensures all strategies are complimentary and saves on your time and cost.
At OffshoreZen.com, we are dedicated to delivering transparent, reliable, and client-focused services that empower you to thrive in the global marketplace.
Our concierge services are here to support you and/or your business in finding solutions to any challenges that may arise from time to time. As your virtual assistant, we can help you save time, delegate tasks to us so that you can increase your productivity.
Whether these challenges relate to your business or personal life, our team is here to assist you 24/7.
A one-stop shop for day-to-day assistance in running your offshore affairs, plus full crisis support and advice.
You do not need to be super rich to benefit from our services, our strategies are holistic and built around your personal circumstances.
They are designed to provide you with immediate liquidity in any crisis. With our full crisis team support behind you 24/7.
A financial liquidity go plan is essential for navigating life's unpredictability with confidence and stability. It ensures immediate access to cash or assets that can be quickly liquidated during emergencies, such as asset freezing, economic collapse, natural disasters and war.
Designed for those clients who want a solid plan B in place should the need arise. It’s a higher level of Protection and Planning incorporating the Financial Go Pack along with Key exit strategies in place.
Our Offshore Plan is designed around Short, Medium and Long term planning. We cover every aspect of planning to provide a fully holistic solution to your needs.
Whilst most people should have a Financial Go Pack, and those with the financial ability should have a good Plan B, a fully Bespoke Offshore Plan is not for everyone.
The higher your net worth the more likely you would benefit from an Offshore Plan. If you intend to move abroad then such a plan is essential. Offshore Plans offer Tax and Asset benefits that are not available in your home country.
But don’t worry during the Free Initial meeting we will identify the best solutions for you.
Aside from our Go Packs, Escape Plans and Bespoke Offshore Plans, we also offer stand alone services.
Offshore banking offers privacy, tax advantages, asset protection, currency diversification, investment opportunities, global access, confidentiality, security, and legal benefits.
Offer tax advantages, asset protection, confidentiality, ease of operation, reduced regulations, global market access, investment, and legal benefits.
Second passports provide additional citizenship, offering visa-free travel, tax benefits, enhanced security, global mobility, investment opportunities, and personal freedom.
A second residence offers tax advantages, enhanced security, lifestyle diversity, investment opportunities, travel flexibility, personal freedom, and improved quality of life.
Gold and silver offer financial security, inflation hedge, investment diversification, intrinsic value, liquidity, wealth preservation, and industrial uses.
Golden visas offer residency benefits, investment opportunities, visa-free travel, tax advantages, enhanced security, family inclusion, and potential citizenship pathways.
Tax reduction strategies enhance cash flow, increase savings, maximize investments, improve financial planning, boost business growth, and ensure compliance.
Assets which are well-protected will remain safe and secure even if they are found by creditors and lawyers.
Owning offshore real estate offers investment diversification, tax advantages, asset protection, residency benefits, potential appreciation, rental income, and privacy.
We discuss and negotiate tax matters on behalf of Clients with Tax Authorities, while providing their expert legal opinion.
Expecting litigation or worse. Have a need to relocate your assets as a matter of urgency? We can help.
Our concierge-style support offers personalized assistance, efficient problem resolution, time savings, exclusive access, convenience, and enhanced client satisfaction.
Our services are designed to meet the needs of a variety of clients. The huge benefits afforded by using offshore strategies can be expensive, and hence normally only worth while for wealthy investors and entrepreneurs. However, there are advantages and cost benefits for budding entrepreneurs and young investors. We design a plan to suit you and it will grow alongside your success.
We generally accept clients if we feel our services will be of benefit to them. Some of our wealthiest clients joined us two decades ago when they were just starting to build wealth. We have been with them helping them grow. There is NO minimum net worth but the benefits must outweigh the costs. We will be honest with you if we feel the costs will not be worthwhile for your situation. This is why we off a Free initial consult.
No we don't work like that. We need to get to know you, understand your current situation and future objectives. Then we can provide an outline of our ideas and costs. Prior to implementing your project we provide a full breakdown of costs and a fixed quote.
Cost varies depending on the level of service required. For example if all you require at this stage is an offshore company and bank account the costs could be a lows as $2,500. Depending on the type and location of the offshore company.
A $10k financial Go Plan costs $500 fixed for the full annual support service. The average Escape plan is around $8k but with second residence can rise considerably.
Our average retainer for a sophisticated offshore plan starts at $15k.
As you see prices vary depending on what you need.
Get in touch. It's that simple.
Complete our Free meeting form, or give us a nudge on the live chat, Whatsapp or Telegram.
Or contact us here.
We will be in touch and will be able to let you know very quickly how we can help. If we cannot help normally we can point you in the right direction
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As part of the Neville Montagu Group OffshoreZen adheres to strict editorial integrity standards. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are ours alone and have not been provided, approved, or otherwise endorsed by our partners. Neville Montagu is an appointed representative of NEBA Wealth Management. NEBA Wealth Management group with multi-jurisdictional licenses in locations such as the UAE, Singapore, Malaysia & South Africa.
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