Trusts, Bonds & Insurance-Based Structures

For internationally mobile individuals, traditional bank and brokerage accounts may not offer the structural benefits needed for long-term planning. At Clarity Global Wealth, we help clients access regulated investment structures such as trusts, offshore bonds, and insurance-based platforms designed for expats.

These tools allow for enhanced control, improved tax treatment, and flexible legacy planning across borders.

Why Structured Solutions Matter

Expatriates often face:

• Mismatched tax treatment between countries

• Complex inheritance planning involving multiple jurisdictions

• Reporting burdens and reduced asset visibility

• Exposure to forced heirship laws or probate delays

We use legally robust wrappers and structures to manage these risks.

Our Service Covers:

• Suitability reviews for trusts or offshore bonds

• Tax-efficient investment wrappers for globally mobile individuals

• Structuring solutions for legacy or intergenerational wealth

• Insurance-linked platforms with multi-asset flexibility

• Product due diligence with fully regulated partners

We do not promote one-size-fits-all solutions — everything is based on your personal and jurisdictional profile.

Ideal Clients

• Expats looking to consolidate wealth into a tax-efficient structure

• Families preparing to transfer wealth internationally

• Individuals subject to conflicting estate or tax rules

• Investors requiring long-term planning tools

Frequently Asked Questions

Is this only for high-net-worth individuals?

Not necessarily. Many structured platforms are accessible at moderate investment levels.

Are offshore bonds legal?

Yes — when used appropriately and within regulated frameworks. We only recommend solutions that comply with your jurisdiction.

Can these structures simplify succession?

Absolutely. Many provide direct beneficiary designation, bypassing probate altogether.

Speak With Us

Structured products aren’t just for complexity — they create clarity. Let us help you design a plan that’s efficient, compliant, and future-proof.

→ Schedule a consultation to explore the right structure for your goals.