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Suggestions on company formation and managing investments in territorial tax country ?

Mike Williams

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Jul 26, 2023
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Mexico
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I am not a U.S. person

i have looked at Panama but I am concerned about trusting their banks and private investor services

My investments can be managed in Cayman but they will not open accounts for residents of Panama

Banks in Cayman will only open private accounts if you are resident in Mexico, Canada, US etc where they can report your earnings

I am trying to find a way to have dividend and interest income taxed as little as possible, as well as Capital gains

A Delaware LLC is an issue because of the U.S. estate taxes if you are not a US person or resident of a country without an Estate treaty with the US

Any suggestions?