Services

Offshore Gold & Bullion Storage

Set up secure, allocated bullion storage in trusted jurisdictions, integrated with your companies and trusts.

Why serious entrepreneurs use offshore gold & bullion storage

If your net worth is tied up in companies, real estate and financial markets, you’re exposed to a very specific cluster of risks:

  • Bank and broker counterparty risk
  • Capital controls, bail-ins and “temporary” emergency measures
  • Currency debasement and inflation in your home system
  • Political decisions that can freeze accounts or restrict transfers overnight
  • Market correlations – when “diversified” assets all move down together

Physical bullion, held correctly, is one of the few assets that:

  • Carries no counterparty risk
  • Has a 5,000+ year track record as money and store of value
  • Can sit outside your domestic banking and political system

But simply buying some coins and putting them in a home safe is not a strategy.

A professional offshore bullion plan uses jurisdiction, vaulting, legal structure and reporting to turn precious metals into a robust, discreet pillar of your balance sheet, not a source of new risk.

The goal is not to hoard gold in secret. The goal is to:

  • Hold a portion of your wealth in hard, unencumbered assets
  • Place those assets in stable jurisdictions with strong rule of law
  • Integrate metals into your trust, company and residency planning

What an offshore gold & bullion strategy can do for you

When it’s done properly, an offshore bullion structure can:

  • Reduce your dependence on any one banking system
    • Keep a slice of your net worth outside both your domestic banks and your primary currency, without moving into speculative assets.
  • Add a non-correlated, real-asset layer
    • Balance exposure to equities, real estate and private business interests with something that behaves differently in stress scenarios.
  • Provide a discreet, movable store of value
    • Properly documented bullion can be liquidated, re-allocated or used as collateral in ways that don’t rely on a single regulator, broker or bank.
  • Support asset protection and succession plans
    • Sit within a trust, foundation or holding structure so that bullion is protected from personal claims and can be passed on cleanly.
  • Offer optionality in “tail risk” scenarios
    • While we do not plan based on doomsday scenarios, properly structured bullion is one of the few assets that still functions in extreme regimes of capital controls and financial repression.

A global toolkit - not “buy some gold and ship it abroad”

True offshore bullion planning is a combination of:

  • Jurisdiction - where the metal legally sits
  • Vaulting provider - who actually looks after it
  • Legal wrapper - who legally owns it and how
  • Documentation & reporting - so it’s defendable and bankable

We work across:

Tier-1 bullion jurisdictions
  • Stable, rule-of-law countries with mature precious metals markets, professional vaulting infrastructure and clear property rights.
Allocated & segregated storage
  • Fully allocated bars and coins held in your name or in the name of your structure, segregated from the vault’s own balance sheet.
  • No unallocated “paper gold” or vague pool accounts that become counterparty risk.
Professional vault operators
  • Non-bank vaults specialising in high-net-worth and institutional clients, with:
    • Independent audits
    • Insurance
    • Clear inventory reporting
    • Robust physical security and access protocols
Legal structures and wrappers
  • Trusts, foundations, holding companies or managed accounts that own the bullion on your behalf.
  • Documentation that makes ownership, control and beneficial interest unambiguous, both for asset protection and for tax/reporting.

We do not sell gold, run a vault or act as a dealer.

We design the ownership and jurisdictional architecture around your bullion allocation.

Typical strategies we design

1. Core offshore bullion reserve

For entrepreneurs and families who want a long-term, untouchable reserve outside their home system.

  • Define an appropriate allocation (often a percentage of net worth) rather than a random number of ounces
  • Select one or two offshore jurisdictions and vault providers that match your risk profile and travel patterns
  • Establish a holding structure (trust, foundation or company) that owns the bullion and aligns with your wider asset-protection plan
  • Put in place reporting, audit and access procedures so you can evidence ownership and check holdings without compromising security
2. Bullion within a trust or family wealth platform

For clients with existing or planned trust/foundation structures.

  • Decide whether the trust/foundation holds bullion directly or via an underlying bullion holding company or account
  • Integrate bullion into letters of wishes, investment policy statements and trustee mandates
  • Clarify who can authorise purchases/sales, where proceeds go, and how bullion is to be treated on distributions or liquidation
  • Coordinate tax and reporting treatment across relevant jurisdictions
3. Geographic and currency diversification through metals

For clients heavily concentrated in one currency or country.

  • Use gold and, where appropriate, other metals as part of a broader currency and jurisdiction diversification strategy
  • Hold bullion in a jurisdiction different from your primary residence and banking centre, to reduce correlated risk
  • Plan liquidity: how to sell, in what currency, and where funds will be repatriated or redeployed when needed
4. Post-exit hard asset allocation

For founders and investors who have realised a significant liquidity event.

  • Carve out a fixed, disciplined slice of the proceeds for long-term bullion holdings (rather than ad hoc purchases)
  • Structure acquisition and vaulting so that metals sit in the same overall framework as your other long-term holdings (trust/family office)
  • Integrate bullion with your broader portfolio (real estate, fixed income, private investments) rather than treating it as an emotional “side bet”
5. Regular accumulation plan

For clients who want to build an offshore bullion position over time, not in one lump sum.

  • Design a rule-based accumulation schedule (for example, quarterly allocations when liquidity allows)
  • Standardise bar sizes, products and providers to keep storage and audit simple
  • Put in place procedures for upgrading, consolidating or relocating holdings as the position grows

How our process works

We don’t start with “buy X kilos of gold”. We start with what you already own, where you are exposed, and what you want metals to do for you.

Step 1 - Diagnostic & objectives

Deep-dive on:

  • Your current asset mix (business, property, cash, public markets, alternatives)
  • Existing bullion or precious metals holdings (if any), including where and how they are stored
  • Your tax residency, citizenship and asset-protection structures
  • Risk tolerance and views on liquidity, volatility and “tail risk”
  • Family priorities – who needs access, and on what terms

We identify whether bullion is solving a real problem (concentration, counterparty risk, currency risk) or just adding complexity.

Step 2 - Strategy & structure design

We then design an Offshore Gold & Bullion Plan that sets out:

  • Target allocation range and role of bullion in your overall portfolio
  • Recommended jurisdictions and vaulting formats (allocated/segregated)
  • The holding structure (personal, company, trust/foundation) that should own the metals
  • Governance: who can instruct purchases/sales, access vaults, and receive reports
  • Treatment in your reporting, estate planning and tax filings (validated with local advisers)

You receive a clear, implementable blueprint rather than a list of dealers.

Step 3 - Implementation & coordination

Working with carefully selected partners, we:

  • Coordinate account opening with vaulting providers and, where needed, bullion dealers
  • Align contracts so that title, insurance, segregation and audit rights are clearly documented
  • Integrate bullion accounts into your existing trust/company structure and banking flows
  • Ensure that purchase funding, sale proceeds and any collateral arrangements are properly documented and traceable

We don’t handle client funds or trade metals ourselves, we sit on your side of the table, ensuring the structure reflects your interests.

Step 4 - Ongoing governance & review

Once the structure is live, we can:

  • Periodically review whether your bullion allocation still matches your net worth and risk profile
  • Coordinate with trustees, family office and investment advisers so bullion is properly accounted for and included in planning
  • Support you in any changes of vault, jurisdiction or provider, and in orderly partial liquidations if required
  • Monitor regulatory, reporting and geopolitical developments that may affect where and how bullion is best held

Who this is for

Our Offshore Gold & Bullion Storage work is designed for:

  • Entrepreneurs and investors whose wealth is concentrated in financial assets and private businesses
  • Families who want a cross-border, hard-asset reserve as part of their long-term plan
  • Clients with existing offshore structures who want to add bullion in a coherent way
  • Founders post-exit who want to translate part of their paper wealth into solid, unleveraged assets
  • Individuals concerned about counterparty and currency risk, but who still want full compliance and documentation

If you are looking for ways to quietly move undeclared wealth into anonymous vaults, hide assets from legitimate reporting, or operate outside basic legal and tax obligations, we are not the right firm.

We design bullion strategies that are robust, documented and compatible with serious banks, trustees and regulators.

Why work with us (rather than a bullion dealer or YouTube commentator)?

Structure-first, not product-first

Dealers sell metal. Vaults sell storage. We design the jurisdiction and ownership structure that metals should sit in, aligned with your wider plan.

Integrated with trusts, companies and residency

We work at the intersection of asset protection, tax residency, company structuring and private banking. That context matters far more than whether you buy coins or kilo bars.

Independent and provider-agnostic

We are not tied to a single vault, dealer or jurisdiction. We can compare options and, where necessary, recommend moving away from fashionable but unsuitable setups.

Focus on documentation and defensibility

In a world of CRS, AML and increasing transparency, properly structured bullion must be explainable and auditable. We design for that reality, not for secrecy fantasies.

Long-term partnership

Bullion is usually a multi-decade allocation. We stay involved as your wealth, structures and residencies evolve, not just at the moment of purchase.

Common questions

“Is offshore bullion legal and reportable?”

Yes, when it is properly declared and integrated into your tax and reporting framework. We work on the assumption that your holdings will be disclosed where required and must stand up to scrutiny.

“Should I store gold at home or offshore?”

It depends on your risk profile. For meaningful amounts, home storage often introduces more risk (theft, coercion, loss) and fewer options (insurance, audit) than professional vaulting, especially if you are mobile across countries. Many clients use a blend.

“Isn’t gold a dead asset that doesn’t produce income?”

That’s precisely the point. Bullion is not there to compete with your operating businesses or growth assets; it is there to be boring, robust collateral that behaves differently in stress scenarios.

“Can I use offshore bullion as collateral?”

In some cases, yes, typically through private banks or specialised lenders who are comfortable with vaulted metals as security. The key is to structure this carefully so you don’t lose the benefits of unencumbered ownership.

“How much should I allocate?”

There is no universal percentage. The right allocation depends on your net worth, risk tolerance, liquidity needs and existing asset mix. For some, bullion is a small insurance layer; for others, it’s a core pillar. Our role is to map the trade-offs with you.

Ready to turn “I should probably have some gold somewhere” into a serious offshore bullion plan?

If you’ve been thinking about holding part of your wealth in physical metals, but have avoided it because it feels opaque, old-fashioned or hard to structure, this is exactly where we help.

We’ll walk you through:

  • Whether bullion genuinely fits your situation and by how much
  • Which jurisdictions, vaulting models and structures make sense for you
  • How to implement an offshore gold & bullion strategy that will still make sense in 10–30 years

Book a confidential strategy call to explore what a professional offshore bullion and hard-asset plan would look like as part of your wider structure.

FAQ

Frequently Asked Question