Mark Morris has consulted for the OECD, EU, German Parliament, and German Green Party. He specializes in setting up structures that are more sophisticated than the typical trust and foundation. 00:00 Intro 00:22 Mark’s background 03:00 What is FATCA (Foreign Account Tax Compliance Act ), CRS (Common Reporting Standard) and CARF (Crypto-Asset Reporting Framework)? 08:26 CRS tax loopholes 17:04 CARF - loopholes and reporting obligations 19:55 What are SPV custod...

Robert is from the UK and recently moved to Mexico. He set up the Contrarian Capitalist, which aims to help you protect your wealth and defend your freedom through plan B strategies. 00:00 Highlights 00:38 Intro 01:18 Robert’s journey and moving to Mexico 03:58 Plan B? Defend your freedom with Plan B 12:03 Living in Mexico 13:37 How about Paraguay or Panama? 19:05 Mexico City vs London 21:50 UK expat taxes and the future 25:49 Over-regul...

Over the last 30 years, Warren has helped his clients, mainly Canadian and American expats, to make the best possible financial decisions by focusing on creating an International Tax and Investment Plan. Since 2009, he has been mainly based in Panama. 00:00 Intro, Warren’s journey 03:18 Panama’s development 08:04 Why Panama? Taxes in Panama and Canada if you expatriate 11:00 Steps to take before leaving Canada 17:22 Offshore investing for Canadian expats 21:55 Panama found...

Kenneth is a wealth planner at Keystone Legacy Advisory in Singapore. He is specialised in estate planning and wealth distribution. 00:00 Highlights 00:47 Intro 01:05 Kenneth’s journey and what he does 04:40 Changes in Singapore 08:33 Trusts and wealth preservation 12:08 Trusts vs Pre-nups 14:38 Trusts and estate planning 16:14 The biggest fears people have about trusts? 21:20 Trust deed and letter of wishes 23:00 Trusts vs Wills v...

00:00 Highlights 00:25 Intro 00:44 His journey as an expat 02:02 Being in Kurdistan during the rise of ISIS 04:31 Matt’s career overseas 07:56 Adapting to different cultures 14:16 Changes in Saudi Arabia 20:30 Living and working in Saudi Arabia 23:04 Plans for the future 28:01 Staying in a place for too long 30:30 Learning languages when you are abroad 35:16 Best places he has lived in 36:56 Advice to his younger self 44:20 Mental health in the expat commun...

Joshua Riddett is a CEO of Easy Compute, which manufactures and sells machine learning and artificial intelligence compute server systems. He is an award winning entrepreneur and a leading expert in the UK Cryptocurrency space. 00:00 Highlights 00:09 Intro 00:25 Josh's background and Bitcoin 02:42 Future of crypto and blockchain? 06:45 Misleading claims about Bitcoin and crypto 11:49 Speaking to the UK/EU governments about crypto policy 13:15 What Josh does 15:13 Ho...

Christian Jagodzinski is an entrepreneur and investor based in Miami. One of his businesses was Telebook, the first and largest online bookstore in Europe with searchable database, sold to Amazon (Jeff Bezos) in the late 90s. 00:00 Highlights 00:28 Intro 00:52 His entrepreneurial journey to selling out to Amazon 04:08 Meeting Jeff Bezos and Amazon culture in the 90s 07:53 After the deal with Amazon, and Why he came out of early retirement 12:36 Businesses Christian is currently runnin...

Jimmy is the founder and CEO of Esquire Group, a tax and wealth advisory firm for international clients. With his international background and entrepreneurial mindset, he has successfully helped his clients solve and prevent problems in their tax and business matters. 00:00 Highlights 00:34 Intro 00:44 Jimmy’s journey across the US, Europe and Middle East 03:00 FATCA (Foreign Account Tax Compliance Act) and banking/ investing for American expats 6:28 PFIC (Passive Foreign Investment C...

Ahmad is an entrepreneur and investor with 20 years of experience in international development in the Oil & Gas industry. Currently he is the CEO of Transworld GCC, which is specialised in helping the clients sell or buy businesses. 00:00 Highlight 00:22 Introduction 00:43 Early life and career in the UAE 03:31 Living abroad (Qatar, Saudi Arabia, Japan…) 07:50 American buyout culture, and differences with the region 12:18 How to sell/buy a business&nb...

Simon has been expats since the early 90s when he left the UK to Thailand. He has been in management positions of multiple businesses in different countries over the last decades. 00:00 Intro 00:08 Simon’s expat journey starting in 1991 01:30 Thailand in the 90s and development since then 06:05 Moving to Hong Kong and then Singapore in 2001 08:03 Moving to the US and back to Singapore 08:47 Back to Thailand in 2009 and working in the cleaning industry (vs...

Maureen, originally from Argentina and currently based in KL, Malaysia, is a Reiki master teacher, hypnotherapist, and Johrei practitioner, helping her clients on their journey of self-discovery and transformation. 00:00 Intro 00:15 Maureen’s expat journey from Buenos Aires, Argentina to Kuala Lumpur, Malaysia 04:27 From airline hostess to business owner 06:10 Why Reiki? 08:02 What brings your clients to you? 09:55 How can you connect with your clients for the first time? 11:25 Who ar...

Nickolas is a digital content specialist, and a co-founder of Lensoe, a next-generation social media platform designed for photographers, videographers, models, stylists, makeup artists (MUAs), designers, and creative professionals. With Adam, he shared his story with the unique background of being a grandson of the Malaysian ex-finance minister and being a half British, half Malaysian businessman. 00:00 Intro 00:28 Nick’s unique background 02:55 Challenges growing up as a...

Professor Maurizio Rosini is a founder of MyMasterMan, a coaching platform for men’s mental well-being. Mauri has been living in Italy, UK, Japan, USA, Colombia and now in Malaysia, serving his clients all around the world. 00:00 highlight 00:23 Intro 00:53 Maurizio’s story 05:34 What is “My Master Man”? 7:15 Why successful men struggle and How Mauri help them 12:12 Is Malaysia a good place to run a business? 15:20 Silent suffering of successful men 18:53 Why do they need coachi...

Debbie is a Global Account Manager at IDAD UK, a structured product powerhouse providing various structured deposits and plans for financial advisors and their clients. Timestamp: 00:00 Highlight 00:23 Intro 00:33 Expat Childhood in Bermuda 1:50 Back to the UK 2:15 Leaving the UK for good 3:42 Bahrain vs Dubai 5:20 What made you choose Dubai? What’s the benefits of living in Dubai? 7:55 Her career in banking and leaving the industry afte...

John has started his business in advertising in Russia and had great success working with clients such as Google, Renault and Lego. At one point, he and his business partners felt stuck but managed to multiply the profit margin 4 times with the help of Entrepreneurial Operating System (EOS) implementers. Since then, John became a fan of EOS and now he helps businesses to overcome their difficulties as an EOS implementer himself. 00:00 highlight 00:29 Intro 00:42 Leaving the UK t...

David is a director of the bespoke wine investment business Amphora Portfolio Management (APM) based in London. He is an enthusiastic wine expert as you can see and hear from this episode! Adam spoke with David to get insight into wine/champagne in general, and fine wine investment for private investors. 00:00 highlight 00:29 Intro 00:34 Starting of David’s wine journey 2:58 Discrepancy between ‘good wine to drink’ and ‘good wine to invest in’? 04:28 How ...

Louisa Klouda, CEO of Fenchurch Legal, set up the business in 2020 after identifying a gap in the market for additional small ticket litigation funders. Adam spoke to Louisa about litigation finance, and why many expats and high-net-worth individuals globally are investing in that space. Find out what litigation finance is and whether it is worth using this vehicle to grow your money! 00:00 Intro 00:34 Growing up 01:44 Careers in London 02:50 Starting a business in litigation finance ...