Global Investment & Retirement Plan

Grow your offshore nest egg safely and efficiently

ONE Trust, a complete solution for US investors who want to diversify their wealth offshore without complexity and high costs. Your offshore nest egg can gain ONE Trust access to planning benefits and investment strategies generally restricted to ultra-high net worth individuals... and lock out lawsuit predators and the risk of asset seizures.

Your ONE solution for global investment access

Grow your wealth offshore with a licensed Swiss custodian; invest internationally with access to global investment strategies, foreign currencies, asset managers, funds, ETFs, and physically allocated gold. Gain the wealth-boosting advantage of tax-deferred compounding for your profits. Protect your heirs with wealth that bypasses the cost and delay of probate. 

Simple and straight-forward jurisdictional diversification -
a solution made in Switzerland

Diversify across multiple safe jurisdictions. Avoid complexities with a ONE Trust that complies fully with all U.S. tax rules. ‘ONE’ stands for “Offshore Nest Egg”, but more importantly, 'ONE' reflects the basic vision and spirit under which this unique solution was created, namely to demystify and simplify jurisdictional diversification for Americans. 

ONE secure plan to protect and grow your offshore nest egg

Key Features and Benefits

  • Asset protection
    The structure provides enhanced asset protection from lawsuits, future creditors and seizures.

  • Custodial safety
    Your ONE Trust assets are held in custody exclusively with private banks domiciled and regulated in Switzerland.

  • Planning Flexibility
    ONE Trust is flexible. It can be owned jointly or individually and allows for contributions and distributions according to your schedule.

  • Efficient inheritance
    ONE Trust allows you to designate your life-time beneficiaries and your beneficiaries at death.

  • Tax efficiency
    ONE Trust satisfies U.S. requirements for tax-deferred compounding of investment profits, resulting in faster growth.

  • Liquidity
    Withdrawals are permitted at any time.

  • Professional investment management
    Define, select and regularly review your personal strategy and allocation with a professional advisor.

  • Access to exclusive best-in class funds
    As an investor in ONE Trust, you will gain access to a world of investment strategies generally not available to U.S. investors.

  • Taxation
    ONE Trust pursues tax-free compounding of the profits realized in the investments made in the Plan.

  • Access to exclusive best-in class funds
    As an investor in ONE Trust, you gain access to a world of investment strategies generally not available to U.S. investors.

  • Reporting
    Satisfying all U.S. reporting rules kept simple with the information that BFI and the trustee provide to you every year.

  • A Warmer Welcome
    Your ONE Trust is for you, but it isn’t you.  Because it’s not a U.S. person, your ONE Trust gets a warmer welcome from international financial institutions.  The structure insulates the banks, brokers and insurance companies you want to use from the U.S. regulatory risk of doing business directly with Americans.

  • Simplicity and Ease
    Internationalizing does not have to be complex. And it does not have to be a hassle!

Visit

1027 Pandora Avenue
Victoria, BC., V8V 3P6
Canada

Call

T: 1 250 381 6614

The Swiss Advantage