Knowledge

Free
Guides

In-depth expertise on wealth protection, tangible assets and financial independence. Free and without obligation.

01

The Wealth Protection Report

Seven strategies wealthy investors use to hold assets outside the banking system

This report sets out the seven strategies internationally-minded investors use to secure part of their wealth outside the traditional banking system, drawing on what history teaches about Cyprus 2013, Greece 2015 and beyond.

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02

The Tangible Assets Primer

An honest comparison of physical stores of value

Which tangible asset fits your situation? This primer compares the major physical stores of value by value density, liquidity, discretion, stability and storage.

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03

The Crisis Preparation Guide

Practical readiness for economic uncertainty

Cyprus 2013. Greece 2015. History shows that those who prepare lose less. This guide gives you a concrete plan.

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04

The Family Wealth Guide

Preserving wealth across generations

Only around 30% of family wealth survives into the third generation. This guide looks at what the successful 30% do differently.

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05

The Financial Privacy Compendium

Legal strategies for financial privacy

In a world of increasing transparency, privacy becomes a luxury. This compendium sets out legal routes to financial privacy, and where the legal line sits.

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06

The Precious Metals Guide

Gold, silver, platinum: buying, storing, tax

Gold has outlived every currency. But which precious metal fits your strategy? This guide explains buying options, tax considerations and secure storage.

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07

The Asset Protection Guide

Limit liability, protect personal wealth

Many company directors sign personal guarantees without realising the exposure. This guide shows how to protect your personal wealth in practice.

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08

The Inflation Protection Guide

Preserving purchasing power when money loses value

When inflation outruns deposit rates, you lose in real terms. This guide shows how to genuinely preserve your purchasing power.

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09

The Wealth Structuring Guide

Legal options for your wealth structure

Governments know more about your wealth than ever before. This guide sets out legal routes to preserve options, from tangible assets to international structures.

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10

The Professional Liability Guide

For independent professionals and the self-employed

Professional indemnity cover does not catch everything. This guide shows how independent professionals add a further layer of protection.

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11

The Financial Planning Guide

Think strategically, act long-term

Wealthy families think in generations, not quarters. This guide sets out the fundamentals of strategic financial planning.

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