
Working with an Offshore Registered Investment Advisor
When selecting a financial advisor there are many options an individual can choose from, whether they be an asset management branch of a bank, a private investor, a family office, or an independent investment advisor both domestic or offshore. Since we are based offshore we have already written extensively on why one might choose an offshore jurisdiction for financial services (Switzerland: Safe Haven during Crisis) and also how to choose a financial advisor (How to choose an External Asset Manager for U.S. Citizens). Both of those topics are important and worth spending some time thinking about. However, today we want to delve into what the benefits are of working with an independent registered investment advisor versus being served by the asset management branch of a larger bank.