THE PLAN B EXPERTS FOR OVER A DECADE

Sovereign Research and Advisory Group crafts international diversification solutions that give clients more freedom and prosperity.

For more than a decade, our team of multilingual, internationally based analysts have spent thousands of hours in dozens of countries around the world, unearthing and developing powerful legal, financial and citizenship/residency strategies and streamlining them for our clients. 

Additionally, through careful vetting, we have created an exclusive network of sharp, efficient service providers who can serve our clients’ needs with talent, reach and professionalism. 

There’s no downside to having more options. Our battle-tested strategies make sense no matter what is happening in the world.

And they’re accessible to nearly everyone, no matter your nationality, background, or even your income level.

They work whether you’re just getting started in your career, or you have reached its pinnacle… whether you’re building your wealth, or you are in a more relaxed phase… and no matter where you’re located.

Our areas of research and advisory services include:

… and much more.

We personally research and vet each and every one of our strategies.

We are not self-declared (armchair) ‘experts’.

We board the planes, pick up the phones, ask for the meetings, and do the deep and hard digging to excavate what others simply skim. 

Over the past 10+ years, we have built a lean, focused, effective firm and pride ourselves on getting it right. If international diversification has been part of your journey, you’ve probably read our words… either here, or on other leading industry sites.

We share our research and thought leadership through in-depth research Papers, timely Alerts, and, in the case of certain investment opportunities, urgent emails.

And we practice what we preach: 

Our fully international team is based all around the world; most of us live abroad. Collectively, we hold (dozens) of extra citizenships and foreign residencies

We safeguard our own savings with the asset protection strategies that we present in our research.

We hold hard assets. Where we do look for stock market opportunities, it’s with an international and/or deep value lens. We look for legal, government-approved ways to save on taxes. We save thousands on excellent education for our children by taking advantage of international arbitrage

And every week, we comb through hundreds of pages of new legislation, studying the latest updates on our strategies. We also spend a great deal of time traveling to the places we write about, in person. We network with connected law firms, realtors, tax specialists, citizenship and residency advisors, gaining first-hand insights into the current situation on the ground.

We hold conferences and workshops, both in the US and across the globe. We teach what isn’t taught – especially when it comes to financial literacy, global opportunities, and seeing the entire world as part of your basket of options.

We also practice what we teach

Our commitment to “boots-on-the-ground” research has paid off in droves: 

Our solutions create options. The more effective, powerful and numerous your options, the more control you have

And more control = more freedom. 

It’s a simple equation.

We have spent many years – and many millions of dollars – identifying and developing the most powerful strategies for achieving more freedom and prosperity, both locally and internationally. 

As industry leaders, our fundamental litmus test for every solution we develop is: will it work in both good circumstances and bad?

We ask this because we are avid students of history, and of socio-economic cycles. Some of us grew up in the shadow of Communism and lived through its consequences firsthand. Others hail from South Africa, South America, and the United States. 

Whatever our backgrounds, mother tongues, or original citizenships, all of us are motivated by the desire for freedom, autonomy, and the creation of prosperity.

How we gauge what could happen next…

To gain the fullest benefit from our solutions, our clients must understand what they’re up against.

None of the problems we’re experiencing right now are new. 

That’s why, at Sovereign Research, we routinely draw from the lessons of the past.

Does the following sound familiar?

Throughout the 18th century, France was a superpower.

But the governing French aristocracy became complacent and fiscally irresponsible, creating substantial welfare programs, free hospitals, and grand monuments.

They held vast territories overseas, engaged in constant warfare, and even employed their own intrusive intelligence service that spied on King and subject alike.

Of course, they couldn’t pay for any of this.

French budget deficits spiraled out of control, and officials resorted to going heavily into debt and rapidly debasing their currency. Meanwhile, an angry populace turned violent.

The French economy ultimately failed, bringing with it a 26-year period of hyperinflation, civil war, military conquest, and genocide.

History is full of similar examples, from ancient Mesopotamia to the Soviet Union, demonstrating that whenever societies reach unsustainable levels of resource consumption and allocation, they collapse.

What goes up...

The world always has a dominant superpower.

And the cycle is always the same:

Empires rise, they peak, they decline, and they fall.

This is what happened to the Roman, Byzantine, Ottoman, British, Persian, Spanish, Russian, and Mongol Empires…and so on…

The 20th century was dominated by the rise and peak of the Western World, and especially of the “US Empire”… which is reaching its breaking point, financially and otherwise.

Here’s why this is so important, at this very moment:

Although we don’t know when it will all come crashing down, we do know that the day after your basement floods is the wrong time to buy insurance.

Whether you live in the West, in the East, or somewhere in between, the globe is interconnected enough that, just as with hurricanes, a sneeze on one side of the world can topple buildings thousands of miles away.

NOW is the time to secure a collection of powerful strategies… a Plan B – to safeguard you against a range of potential imminent scenarios. 

Certain events in the world might appear grim, even bleak, right now.

But it’s important to remember that human beings are fundamentally tool creators.

Those with vision take problems and turn them into opportunities.

They find solutions.

They adapt and overcome.

Sovereign Research aims to illuminate the Big Picture for our clients.

We methodically chart what they’re up against… and outline, in detail, how they can plan around it.

We demonstrate where the opportunities are – and there are always opportunities.

Our mission is to ensure that our clients thrive, no matter what happens next…

Our solutions make sense no matter what happens – or doesn’t happen – next…

Let’s pretend that tomorrow morning we all wake up in Shangri-La. There are no more socio-economic problems. No more threat of global conflict. Society is at peace everywhere. Everybody gets along.

These solutions still work.

Our clients will:

The solutions we craft work in crises… and in good times. 

Whether it’s offshore gold storage, second passports, frontier investing, or creating and investing in self-directed IRAs, we teach clients how to secure their liberty and prosperity with a rational, intelligent plan.

It’s doubtful we’ll wake up in utopia anytime soon, which makes crafting a solid, actionable Plan B essential.

In fact, if there’s anything we learned from 2020, it’s that Plan B is now Plan A

Today is the moment to start implementing these powerful solutions.

Let us know how we may help you.

Stay Informed, Be Prepared.

Check out the latest news and analysis from the Sovereign Research Editorial Team below.

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