Offshore Investment Strategy of the Rich and Famous

15 Jun
The sailing yacht Moonbeam (William Fife design, 1903) pictured during the “Brest 2008” maritime fest - Offshore Investment

The sailing yacht Moonbeam (William Fife design, 1903).

The offshore investment strategy used by the rich and famous (until recently), featured tax avoidance tactics based on trust law. Let’s take a closer look and analyse how these foreign trust examples take advantage of OSP. In this example, Hughes, Katz and the Durands form their trusts in order to safeguard income and property from taxation. In Hughes’ case, he wants to protect the value of his rental properties from future UK inheritance taxes. The FMP of his rental properties is simply their fair market value while the GOP is their fair market value minus the 40% inheritance tax his heirs would have to pay. The COA is the minimal cost of setting up and maintaining the trust and offshore company.

Here, we have FMP > GOP + COA = OSP.

Katz uses her trust to form an offshore company which conducts business with her Haifa company. The trust-held offshore company is profitable while the Haifa company has low or negligible profits. In this way, Katz pays little income tax in her home country. The FMP of her income (or FMI – Free market income) is higher than the GOP of her income (or GOI – Government obstructed income). Again, COA is the nominal cost of setting up and operating the trust and offshore company.


The Durands also capitalize on the difference between FMI and GOI when they periodically wire undeclared income to their Caribbean trust account. With wise investment, the Durands see their savings grow.

With the introduction of FATCA (foreign account tax compliance act) the United States Government has moved the goal posts with regards to the taxation of offshore investment holdings, however there are safer tax saving advantages, in IRS compliant overseas retirement plans, that are recognized, regulated and registered with the U.S. Treasury. Click Here to get the White Paper

What should the person wishing to take advantage of this information do?

You are invited forthwith, to be an active participant, in your defence and profit from a good offence. Your participation can take the form of civilian staff, soldier, supplier, intelligence operative, financier or introducer.

For reference purposes, the following economic formulae is used in the book – The Art of Speculation during Civil War – and also the definitions of the abbreviations contained herein.

Speculation Short-selling Formulae

OSP: opportunity for speculative profits
FMP: free market price
COA: cost of arbitrage
SP: speculative profit
GOP: government-obstructed price
FMI: free market income
GOI: government-obstructed income
COC: cost of circumventing government obstruction

Formula Equations

If FMP exceeds GOP plus COA then OSP exists
FMP – (GOP + COA) = SP
If GOP exceeds FMP plus COA then OSP exists
GOP – (FMP + COA) = SP
If the first FMP plus (COC) is less than the second FMP, then OSP exists
Extraordinary speculative profits are possible with minor risk if you verify the truth, properly use logic and keep it private. The establishment will continue to make war and milk the public. If you understand exactly how they are doing this, you will also be presented with the possibility to learn how to protect yourself and profit far beyond the norm. If you are short selling shares that the establishment is short, your risk level is low and potential for profit high. This is not investment activity or undertaking a market risk. It is speculative profit in time of civil war.

The Art of Speculation during Civil War

Buy The Book on Amazon

Excerpts from the Art of Speculation during Civil War – Sun Tzu Meets Jesse Livermore is a private manuscript copyrighted 2012 by Art Fixed.

Read more of: The Art of Speculation during Civil War

Tags: , , ,

No comments yet.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.