The International E-Club is a special online Club where all members have the opportunity to send any question which will be shown to all the experts and their replies will be published to all Club members. These experts provide answers and we are "integrity managers" to make sure that the experts give honest fair, impartial and sensible advice.
Intergity of information within Gary A. Scott's E-Club is ensured by bringing together reliable experts from various fields to answer members' questions. Our panel of experts is growing steadily and to date includes:
A banker for nearly 40 years, the last 20 years Head of International Private Banking. Today head of International Customer Relations.
Jyske Bank, the 4th. largest bank in Denmark, specialized internationally in Private Banking with more than 40,000 international clients outside Denmark. Total assets more than USD 10 Billion. 127 domestic branches and 5 subsidiaries outide Denmark, among which Jyske Bank, Zurich and Jyske Bank, Gibraltar are the most important regarding Private Banking.
Managing Director, Sovereign International Asset Management LLC. Larry C. Grossman, Certified Financial Planner and Managing Director of
Sovereign International Asset Management LLC, graduated Summa Cum Laude
with a Bachelor of Arts in Business Management from Eckerd College. He
went on to acquire his Certified Financial Planning designation from the
College of Financial Planning in Denver, Colorado. He has worked in the
financial services industry for sixteen years, specializing in domestic and
international financial planning. Before his career in business, Larry
served in the United States Navy for six years as a certified nuclear
For the last eight years, Larry has devoted his business almost exclusively to working in the global markets. He specializes in the area of Asset Protection and has developed a system for helping his clients take their IRA/Pension plans offshore for asset protection. Additionally, he has extensive training in Modern Portfolio Theory and Global Asset Allocation. Mr. Grossman has developed strong, personal, relationships with many of the better known offshore banks, and has access to many of the world’s top rated money managers. He is a well-known speaker at international investment conferences around the world. Mr. Grossman offers the perspective of global vision and the expertise required to navigate in complex, international markets.
Larry married Tammy in 1985, and they have a son Cole. Mr. Grossman enjoys boating, water sports, travel, and music.
Mr. Melnik, Queen's Counsel of Toronto, had his own lawfirm from 1962 until
1976, when he became President and Chief Executive Officer of Vanguard Trust
of Canada Limited in Toronto. From 1978 to 1985, he served as policy
advisor to Frank Miller, who later became the Premier of Ontario. He has
been an instructor in the Masters of Business program at the business
schools of both the University of Toronto and York University.
He has an extensive practice with both businesses and individuals -- advising on global, economic, legal, financial and government matters. Mr. Melnik is also a director of a number of Canadian and U.S. corporations and, until recently, was a director of a Swiss bank. Mr. Melnik is a member of The Oxford Club's Board of Governors and most recently became Director of the Wealth Protection Program. He is a well-travelled reconteur, bon vivant and connoisseur.
Steve Rosberg is an independent financial consultant, residing in Argentina. He specialises in international business opportunities and offshore structures for individuals, companies and financial institutions. He has over twenty years experience in a variety of international banking organizations and has occupied senior management positions in several companies, including Banco Frances (Argentina) and Coutts & Co.(Cayman) Ltd. Mr. Rosberg holds a degree in Economics of the Universidad Catolica Argentina, and is bilingual in English and Spanish.
Dr. Cordova's, law firm provides legal counsel for many finance institutions. Working with foreign banks established in Ecuador and otherwise. Legal counsel for the Central Bank of Ecuador, the Superintendency of Banks. Members of the law firm have participated in the making of some of Ecuador's monetary and banking laws. A senior partner has been Superintendent of Banks on two occasions.
Leslie A. Share received a B.A. from Northwestern University, a J.D. from
the University of Florida (where he served as Research Editor and Chief Tax
Editor of the Florida Law Review), and a Master of Laws in Taxation from New
His practice concentrates upon domestic and international tax, estate, and business planning, and wealth preservation. Les has spoken and written extensively on subjects ranging from domestic and offshore trust law, Internet tax planning, U.S. tax treaties, representing a client in an Internal Revenue Service audit, and ownership structures for foreign business activities and overseas investments.
His articles have appeared in the Asset Protection Journal, Estate Planning, Entertainment Law & Finance, and various Florida legal publications. At present, Les is preparing The Asset Protection Answer Book, which is scheduled to be issued by Panel Publishers in 2000.
President, Keppler Asset Management, Inc., New York, an SEC-registered
investment management and advisory firm founded in 1992. The firm
specializes in the develop-ment of value-oriented integrated portfolio
approaches which focus on sophisticated asset allocation as well as market,
sector, and stock selection strategies designed to exploit market
inefficiencies in order to achieve above-average investment returns, while
allowing for effective risk manage-ment through the implementation of the
margin-of-safety concept and inter-national diversification.
Keppler Asset Management Inc. is investment advisor to institutional investors and helps manage 10 global/regional equity public mutual funds and one private placement. Since 1994, funds advised by Keppler have won eight Standard & Poor’s Micropal performance awards.
Previously, Keppler worked in various capacities in the securities business with Commerzbank AG, one of the largest German banks in both Frankfurt and New York. Between 1983 and 1985, he received special training at leading New York investment banks, i.e. Morgan Stanley and Donaldson, Lufkin & Jenrette. From 1987 through 1992, he headed the Global Investment Strategy, Portfolio Management and Institutional Sales Departments of Commerzbank Capital Markets Corp., a New York investment bank, as First Vice President. Michael Keppler, who holds an MBA from the University of Regensburg, has been an active contributor to numerous investment conferences. He has coauthored a book on Emerging Markets and published in leading investment journals both in the United States and in Germany.
Colin Bowen is responsible for the development and marketing of the Company's range of life and general policies. A well known writer on insurance and financial planning and speaker at many international conferences, his involvement in offshore financial planning extends to over three decades. He has recently celebrated his 20th Anniverary with Isle of Man Assurance Ltd. Colin is a Member of the Institute of Risk managers, Member of the Chartered Insurance Institute and also a Fellow of the Offshore Institute. He is a secretary of the Manx Insurance Association and past Treasurer of the Association of International Life Offices.
Opened Cummings & Lockwood office, July 1978 with one attorney and one secretary. Now has 50 employees. Board Certified Tax Lawyer, Board Certified Wills, Trusts & Estates Planning, Fellow, The American College of Trust & Estate Counsel.
BA Political Science, Juris Doctorate, LL.M. in Estate Planning. Bar Assocciations of Oklahoma, Florida, American Bar Association, Collier, 5th, 10th, 11th Federal Circuit Court of Appeals, US Tax Court.
Economist and Management Consultant, K.C LI has had a brilliant career in public service before starting business on his own in international trade and financial services. He graduated from the LONDON SCHOOL OF ECONOMICS in 1974 and holds a Post Graduate Diploma in Project Planning from the Institute of Social Studies, The Hague, Holland.
In 1983, K. C LI was called upon to act as Adviser to the Ministry of Finance in fiscal and monetary matters. He was actively involved in the setting up of a Unified Revenue Service and a State Investment Corporation as well as the new Stock Exchange. He was Chairman at the National Advisory Council on Prices and Consumer Protection andpresided over the Board of Directors of several casino management companies. He also served as Director of the State Trading Corporation( th e sole importer of rice, flour & petroleum products in the country) , The National Remuneration Board and the National Economic and Social Council.
In 1989, as General Manager of the National Mutual Fund, K. C LI launched and managed thefirst Unit Trust in Mauritius, which was also the first Fund authorised to make investments in the global markets.
K C LI is currently Managing Director of Mauritius International Trust Co. Ltd, an offshore management company licensed by Mauritius Offshore Business Activities Authority to provide international fiduciary services, corporate advisory and international tax and financial planning services to offshore companies, multinationals, mutualfunds and offshore trusts.
KC LI is also member of the Council to the University of Mauritius.
President and Partner of BPCS BUELACH PRIVATE CLIENTS SERVICES, an independent investment advisory and portfolio management company looking after clients' portfolios with any major Swiss bank. It is based in Buelach, Switzerland and run on a partnership basis by four skilled Swiss bankers.
Andy Kaegi spent all of his professional years till late 1998 with Credit Suisse in Buelach starting there with an apprenticeship in 1968 and leaving as Member of Senior Management and Branch Manager of CS Private Banking. He had a continuous on and off the job education with stations in London, New York and Montreal. Being responsible for the Investment and Private Banking Sector he personally took care of an international clientele in Europe, USA and especially in the Far East. After transferring to Zurich and his promotion to Director he left CS and co-founded and joined BPCS in 1999.
He is married, has a son and a daughter and is fond of skiing and travelling.
Barrie J. Martin joined NCL in 1995 with 26 years experience of managing global stock and bond portfolios from London, the Cayman Islands and New York.
His clients include individuals, their offshore trusts, companies and insurance policies as well as private pension schemes. The investment approach is to tailor the investments to meet the client's own investment guidelines whether they be primarily growth, income or a combination of the two.
NCL Investments Limited provides an international fund management and advisory service. its core business is the management off international and domestic private client portfolios.
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