Save on Exchange Rates & Avoid the Administrative Hassle
Together with trusted currency experts, Carrick assists clients like yourself with the process of obtaining foreign tax clearance and facilitates a currency transfer of your funds at preferential exchange rates, ensuring you save money on the exchange rates from your bank. Our foreign exchange services are outlined below.
The Benefits of Foreign Exchange
Investment Portfolio Diversification
Investing outside of domestic markets allows for diversity of geography, currency, asset class and industry, which reduces volatility and the risk of poorly performing investments.
Access to Global Companies
Companies that hold a global footprint provide investors like yourself with exposure to profitable growth opportunities, while increasing the likelihood of greater returns.
Currency & Risk Protection
Offshore investments provide robust protection against the volatility and risk in uncertain domestic markets, and you enjoy additional flexibility by earning returns in foreign currencies.
Global Succession Planning
By developing offshore succession structures, we help you preserve and pass on personal and family wealth as well as business assets in a tax-efficient and flexible manner.
Improved Tax Efficiency
Offshore investments allow you to protect your wealth by shifting a portion of your tax burden to offshore jurisdictions with a more competitive tax rate.
Connect with our Team
We will connect you with a Private Wealth Manager to get your journey to financial freedom started.