TAX AND ASSET PROTECTION

Josh N. Bennett, Esq.
Josh N. Bennett, Esq., PA
440 North Andrews Avenue
Fort Lauderdale, Florida 33301
Telephone: (954) 779-1661
Fax: (954) 767-9989
Cell: (786) 202-5674
Email: josh@joshbennett.com
Website: www.joshbennett.com

Josh Bennett has over 23 years experience in law with extensive, in-depth involvement in all aspects of international tax, estate, and gift tax planning for U.S. citizens, resident aliens as well as non-resident aliens (NRAs). Josh specializes in the establishment of offshore asset protection trust structures as well as domestic asset protection trust structures. He’s also well versed in foreign investment and international business activities. His expertise goes even further covering such topics as estates and trust planning, foreign trust planning, of real estate matters, asset protection planning, estate and gift tax planning using offshore life insurance products, offshore banking, offshore mutual fund establishment, foreign trust planning for NRAs, plus outbound/inbound tax planning. Josh is currently a member of the following bar admissions and organizations: Panelist and Director — Asia Offshore International Tax Association, Florida, New Jersey and District of Columbia Bars. He’s also a lecturer of The Florida Bar, The Florida Chapter of American Institute of Certified Public Accountants and a member of S.T.E.P. He’s worked in New York City, Miami and Ft. Lauderdale over the course of his expansive career. Josh graduated from University of Miami School of Law and Georgetown University Law Center.

Colin Bowen
Insurance
Isle of Man Assurance Ltd.
IOMA House
Hope Street
Douglas, Isle of Man IM1 1AP, Isle of Man
Tel: (011-44) 1624-681-200
Fax: (011-44) 1624-681-391
Email: colinb.ioma@ioma.co.im
Website: www.ioma.co.im

Colin Bowen is the Deputy Chairman of Isle of Man Assurance, Ltd. (IOMA) — the largest independent insurance company on the island. Founded in 1977, IOMA is authorized by the Isle of Man Insurance and Pensions Authority and regulated by the U.K. Financial Services Authority. IOMA prides itself on being the world’s leading international provider of insurance products for asset protection and tax mitigation. Colin contributes to his company’s overall objectives by overseeing the development and marketing of IOMA’s entire range of life, general policies and captive insurance companies. Over the last three decades, Colin has made his career in offshore financial planning. He was originally educated in India, Pakistan and the Isle of Man. A well-known writer on insurance and financial planning, Colin has worked and traveled extensively in Europe, the Middle East and the Americas. Colin currently is a Member of the Institute of Risk Managers, a Member of the Chartered Insurance Institute and a Fellow of the Offshore Institute. He serves as a Secretary of the Manx Insurance Association and former Treasurer of the Association of International Life Offices

Michael Chatzky, Esq.
Estate Planning and Asset Protection
Chatzky & Associates
6540 Lusk Boulevard, Suite C121
San Diego, CA 92121 USA
Tel: (858) 457-1000
Fax: (858) 457-1007
Email: mgchatzky@aol.com

Michael Chatzky specializes in federal and international taxation and wealth protection with an emphasis on business, estate and asset protection planning. For over 36 years, Michael has assisted clients in
establishing a wide variety of wealth preservation structures, many of which contain valuable tax-saving features.

A highly sought-after speaker at wealth protection seminars, Michael is known for his detailed knowledge and uncanny ability to quote page and paragraph on any current tax law in question. Michael regularly shares his expertise on the usage of foreign trusts, limited partnerships and other entities as wealth protection vehicles through numerous published articles, an extensive lecture schedule, and appearances on radio and television. His practice is currently located at the San Diego, California office of Chatzky & Associates.

Rainelda Mata-Kelly, LL.M.
Panamanian Lawyer
Law Offices Rainelda Mata-Kelly
P.O.Box 0818-00534, Panama City, Republic of Panama
Office: No. 406-407, 4th Floor, Tower B, Torres de las Americas
Punta Pacifica, Panama City, Republic of Panama
Tel: (011-507) 380-0606 or 263-4305
Mobile: (011-507) 6618-0515
Fax: (011-507) 380-0607 or 264-2868
Email: rmk@mata-kelly.com
Website: www.mata-kelly.com

Rainelda Mata-Kelly has been practicing law for over 25 years. A popular expert at conferences and member meetings, Rainelda has shown hundreds of Sovereign Society members the best approach to living,
investing and doing business in Panama, including how to take full advantage of the impressive pensionado program.

Rainelda and her team of lawyers specialize in Administrative, Commercial and Maritime Law of Panama. Within her practice she assists clients with immigration, real estate, contracts, setting up corporations and private interest foundations, and other legal issues.

Juan Federico Fischer, Esq., MBA
Managing Partner, Fischer & Schickendantz
Rincón 487, 4th Floor
Montevideo 11000, Uruguay
Tel.: +598-2-915-7468 ext. 130, Cell: +598-99-925-106
Fax: +598-2-916-1352,
Email: jfischer@fs.com.uy
Website: www.fs.com.uy

Juan Federico Fischer is the managing partner of Fischer& Schickendantz (www.fs.com.uy), one of Uruguay’s leading law firms. Both a lawyer and an M.B.A., he manages the firm’s foreign investment
consulting unit, advising multinationals and individual investors in foreign direct investments in real estate developments, acquisition of local companies and privatizations. In his 16 years as a corporate attorney,
Juan has accumulated experience in a vast array of cross border deals, including:

Juan graduated from Uruguay’s Catholic University’s School of Law in 1995, and in 2002, he obtained an M.B.A. degree from
Northwestern University’s Kellogg School of Management, where he majored in strategy and finance. Juan is fluent in Spanish, English, and French. Juan was born in France and besides Uruguay, has lived
in Washington D.C., New York, Chicago, London, and Central America. His overseas work experience spans deals in the United States, most of South America, Mexico, Britain, Spain, Italy, and Romania. He lectures globally on foreign investment conditions in Uruguay. Recent interviews as an advisor to foreign real estate investors include: The New York Times, New Wire Investor, The International Herald Tribune and BBC.

Ramses Owens
Attorney-at-Law
Mossack Fonseca & Co.
Arango Orillac Bldg., 54th St. East
P.O. Box 0832-0886, W.T.C., Panama, Republic of Panama
Tel: (507) 264-2322 Ext.166
Fax: (507) 263-9218
Email: mftrust@mossfon.com
Website: www.mossfon.com

International Attorney-at-Law at Mossack Fonseca & Co., Republic of Panama and head of Trust Operations for Mossfon Trust Corporation, Ramses Owens is a leader in advising clients on
Panamanian companies, trusts and foundations. He is also a contributor to several offshore magazines, including Offshore Investment, Offshore Red, Trust and Trustees and Offshore Outlook.

Ramses graduated Summa Cum Laude, first in his class, from University of Panama’s School of Law in 1992. He maintains membership in several associations, including the Panama Bar Association,
International Lawyers Association of Panama, International Bar Association, International Tax Planning Association and the Society of Trust and Estate Practitioners.

Humberto Pacheco, M.C.L.
Asset Protection
P.O. Box 10246
1000 San José, Costa Rica
Office: 517 Avenida 11
Barrio Amón
Apartado Postal 10246
1000 San José, Costa Rica
Tel: (011-506) 258-1619
Fax: (011-506) 255-2783
Email: humberto.pacheco@pachecocoto.com
Website: www.pachecocoto.com

Humberto Pacheco is the Senior Partner of Pacheco Coto — Attorneys at Law, one of the oldest and most reputable law firms in Costa Rica. Humberto practices various fields of law including: joint ventures, mergers and acquisitions, banking, project finance, securities, international corporate, tax, and estate trusts, civil and commercial contracts, international trade, intellectual property, real estate, labor and social security, customs and immigration; procedural, civil, and criminal law.

Fluent in both Spanish and English, Humberto is included in Marquis’ “Who’s Who in the World” and is a Member of the Costa Rican Bar Association, International Fiscal Association, The Association of the Bar of the City of New York, and founder of the American Chamber of Commerce of Costa Rica. He also serves on the Board of Director for The New World Symphony of Miami, Association of Businessmen for Development (United Way Costa Rica), and Union of Chambers of Costa Rica (UCCAEP).

Gideon Rothschild, JD, CPA
Estate Planning and Asset Protection
Moses & Singer LLP
405 Lexington Avenue
New York, N.Y. 10174 USA
Tel: (212) 554-7806
Fax: (917) 206-4306
Email: grothschild@mosessinger.com
Website: www.mosessinger.com

Gideon Rothschild is a nationally recognized authority on the use of offshore trusts and other planning techniques for wealth preservation. Gideon focuses his practice in the areas of domestic and international
estate planning and asset protection, including the use of sophisticated estate planning techniques in the representation of high networth individuals. His clients include professionals, real estate developers and owners,
closely-held business owners and directors of publicly-held companies. He practices estate administration and represents clients in taxpayer disputes at the federal, state and local levels.

Gideon is an Adjunct Professor at The University of Miami School of Law Graduate Program, and a Fellow of The American College of Trust and Estates Counsel. He has lectured frequently on asset protection and estate planning to professional groups including the American Bar Association, the New York State Bar Association, and the American Institute of Certified Public Accountants.

Derek R. Sambrook
Estate Planning and Asset Protection
Trust Services S.A.
P.O. Box 0832-1630, World Trade Centre
Panama, Republic of Panama
Tel: (507) 269-2438 or (507) 263-5252
Fax: (507) 269-4922
Email: sambrook@trustserv.com
Website: www.trustserv.com

Derek R. Sambrook is a member of the Society of Trust and Estate Practitioners in the United Kingdom and obtained the Trustee Diploma of the Institute of Bankers in South Africa in 1973, becoming a Fellow of the institute in 1996. He emigrated from the former Rhodesia, where he was branch manager of a trust company in 1977 and has continued his profession in North America, Europe (including the Channel Islands), the Caribbean (including the Cayman Islands) and Panama where he has lived since 1996.

Derek is the Managing Director of Trust Services, S.A. (www.trustservices.net) a licensed trust company in Panama and Treasurer of the Panama-British Business Association. He was appointed by the British government (1989-1992) as the first Bank, Trust Company and Insurance Regulator in the Turks & Caicos Islands, British West Indies, where he established a regulatory body and drafted trust and insurance laws, banking and other regulations. During his tenure he was also a Member of the Latin American and Caribbean Banking Commission. He is a columnist for a leading offshore finance journal as well as author of two newsletters, Offshore Pilot Quarterly and Letter from Panama.

Marc-Andre Sola
Insurance
NMG International Financial Services
Goethestrasse 22
8001 Zurich, Switzerland
Tel: (41) 44-266-21-41
Fax: (41) 44-266-21-49
Email: info@nmg-ifs.com
Website: www.nmg-ifs.com

Marc-Andre Sola has served as a Managing Partner with NMG International Financial Services, Ltd. since 2000. Prior to his current engagement, Marc held various senior positions in the financial industry, such as CEO of an international U.S. registered investment advisory firm in Switzerland. An expert on the insurance laws of both Switzerland and Lichtenstein, Marc also holds a Masters in Law from the University of Zürich, Switzerland.

During his career, Marc has advised clients from all over the world and has built up a vast experience in finding or tailoring solutions in banking and insurance. NMG International Financial Services, Ltd. of Switzerland, a subsidiary of the worldwide NMG Group, specializes in insurance and financial consulting, pension administration and in tailoring investment solutions for private clients. Active in more than 16 countries with clients among the world’s leading financial service providers, NMG International Financial Services, Ltd. helps create sophisticated financial structures in an international environment designed to guarantee privacy, protect assets and provide diversification.

Christoph Zollinger, JD
Attorney-at-law
Mossack & Fonseca Co.
Mossfon Building, 54th Street, P.O. Box 0832-0886,
W.T.C. Panama, Republic of Panama
Tel: (507) 205-5888
Fax: (507) 263-9218
Email: rrodriguez@mossfon.com (Assistant to Christoph Zollinger)
Website: www.mossfon.com

Christoph Zollinger is an international attorney-at-law at Mossack Fonseca & Co in Panama City, Panama. Born in St. Gallen, Switzerland, 3rd April 1969, Christoph studied law at the University of Zurich. He graduated at the School of Law in 1995 (Lic. iur., LL.M 1995).

Christoph joined Mossack Fonseca & Co in the beginning of 1997 and became partner of the Mossfon Group in January 2004. As Head of Operations he has been directly involved in the modernization of our
internal processes and in the creation of our new technology and communications platform. He is fluent in English, Spanish, German and French.

OFFSHORE BANKING AND INVESTING

Thomas Fischer
Jyske Global Asset Management
Vesterbrogade 9
1780 Copenhagen V, Denmark
Tel: (45) 8989-5903
Fax: (45) 8989-5901
Email: fischer@jgam.com
Website: www.jgam.com

Thomas Fischer is Senior Vice President at Jyske Global Asset Management, the second largest independent bank in Copenhagen. Thomas has spent 30 years in the financial sector, starting out as a foreign exchange dealer with a Danish bank before joining Marshall Ltd. in London as a foreign exchange broker. Fluent in German and English as well as his native Danish, Thomas lived in Germany for years working as a foreign exchange broker while he studied for, and successfully completed, an MBA with focus on the external environment and corporate finance.

Since returning to Denmark in 1998, Thomas has put his international experience and language fluency to work for his privacy-minded international array of banking clients.

Michael Checkan
Precious Metal and Foreign Currency Specialists
Asset Strategies International, Inc.
1700 Rockville Pike, Suite 400
Rockville, MD 20852 USA
Tel: (301) 881-8600
Fax: (301) 881-1936
Email: assetsi@assetstrategies.com
Website: www.assetstrategies.com

Michael Checkan is President of Asset Strategies International, Inc. (ASI), specializing in helping individuals globalize assets utilizing the international precious metal and foreign currency markets. ASI, formerly known as International Financial Consultants, Inc., buys and sells precious metals (gold, silver, platinum, and palladium) in coins and bars; plus, numismatics for delivery in various parts of the world. Michael also serves as editor for the Information Line (IL) newsletter, which serves 15,000 readers with eight yearly publications. He is a member of the Board of Governors of the Zurich Club, London, England and also a member of The Oxford Club’s Wealth Protection Panel. Financial newsletter editors often quote Michael about his views on methods of diversifying assets globally. He is well-known for his candor, penetrating insights and conservative approach to the successful internationalization of assets.

Ron Holland
Financial and Marketing Consultant
P.O. Box 1213
Mars Hill, NC 28754
Tel: (866) 266-5101
Email: ron@freedomfest.com

Ron Holland is a freedom-oriented investment writer and retired financial consultant who now markets real estate at a North Carolina ski resort. With his over 25 years of experience in offshore retirement planning,
asset protection and global investing, Ron has served as a retirement consultant to hundreds of individual and international corporations. Drawing on his experience as a former president of a national investment
firm, Ron also edits several alternative internet news sites. He has authored two books and over 60 special reports and articles. Ron’s latest book “The Swiss Preserve Solution” was released in July 2007.

Frank Trotter
President, EverBank Direct
8328 Eager Road, Suite 300
St. Louis, MO 63144 USA
Tel: (314) 647-3837
Fax: (314) 984-0857
Email: frank.trotter@everbank.com
Website: www.everbank.com

Frank Trotter is President of EverBank Direct. A founding partner of EverBank in 1998, he has acquired over 25 years of experience in the banking industry. Frank has served as Senior Vice President and
Managing Director of Mercantile Bank Capital Markets and as Director of the International Markets Division of Mark Twain Bank, where he created the WorldCurrency™ family of deposits and directed the global
launch of eCash™.

Frank is a widely-quoted speaker on financial topics, especially currency markets. Publications focusing on WorldCurrency™, or recently quoting him, include: The Wall Street Journal, U.S. News and World
Report, CBS MarketWatch, USAToday, CNNfn, and The Chicago Tribune, among others. Frank graduated from St. Olaf College and holds an MBA in finance and international finance from Washington
University.

Robert Vrijhof
Independent Asset Manager
Weber, Hartmann, Vrijhof & Partners Ltd.
Schaffhauserstrasse 418,
CH-8050 Zürich, Switzerland
Tel: (41) 44-315-7777
Fax: (41) 44-315-7778
Email: info@whvp.ch
Website: www.whvp.ch

Robert Vrijhof is President and a Senior Partner of Weber, Hartmann, Vrijhof & Partners, Ltd. in Zurich. Robert helped his original partners, Hans C. Weber and Adrian Hartmann found WHVP, a Swiss portfolio management service, in 1991. Like his partners, Robert adheres to the conservative principles of investment diversification and asset protection. At last count, the firm manages approximately US$150 million from all over the world.

Robert began his career in 1978 with the Union Bank of Switzerland, where he worked in the International Securities Trading Department. Later, with Credit Suisse, he held the senior position of Manager of the Foreign Stock Exchange trading section. In 1987, Robert became Portfolio Manager for Foreign Commerce Bank. His knowledge in that field lead to a later position as Vice President and Head of the Portfolio Management Group at Focobank.

Daniel Zurbrügg
Daniel Zurbrügg, CFA, Managing Partner,
Alpine Atlantic Asset Management AG
Usteristrasse 19, P.O. Box 6681, 8023 Zürich, Switzerland
Telephone: +(41) 44 200 7001
Fax: +(41) 44 200 7009
Email: Daniel.zurbruegg@alpineatlantic.com
Website: www.alpineatlantic.com

Daniel Zurbrügg is the Managing Partner of Alpine Atlantic Asset Management AG, based in Zurich, Switzerland. Alpine Atlantic is an independent Swiss asset management company with a focus on asset management and asset protection and is made up of Swiss and North American financial experts who also understand the cross-cultural nature of the business. Daniel has been in the financial industry for almost 20 years, working as an asset manager for institutional clients and corporations and for private clients and families around the world. He has worked for large corporations such as Compagnie Financière Richemont and the Kraft/Altria
Company as a treasury manager. Later, he worked as the head of asset management for a family owned private bank in Zurich, called Bank Frey & Co., managing the assets of private clients and families around the globe. Daniel has joined Alpine Atlantic in order to work as an independent asset manager and solution provider for his clients, building globally diversified investment portfolios. He is a CFA charter holder and an active member of the CFA Institute in Charlottesville, VA and holds a Masters Degree in Banking and Finance from the Berne University of Applied Sciences in Switzerland.

PERSONAL FREEDOM

Hubert & Rita Jongen (Belgium)

Hubert Jongen is known as the “founding father of the European Libertarian movement.” Hubert helped found the libertarian society known as the Libertarian/BENELUX Center in Holland. This society was the first Dutch liberty group, and one of the first in Europe. Hubert later served as Director of International Society Individual Liberty. Both Hubert and his wife, Rita, have strived for Libertarian values by serving Libertarian International. In 2000, Hubert became Libertarian International’s president. Rita also served as Vice President for Libertarian International, a sister organization which coordinates the work of European classical liberals and libertarians.

Pierre Lemieux (Canada)

Pierre Lemieux works as a libertarian economist, author, professor, and consultant. He is an Associate Professor in the Department of Management Sciences at the University of Quebec at Hall, Quebec, Canada. Pierre also serves as co-director of the Economics and Liberty Research Group at the University of Quebec, and is a Research Fellow at the Independent Institute, a research group committed to spreading awareness of public policy issues and fostering new directions for economic reform.

Pierre is also regarded as one of the most influential libertarian writers today. Pierre’s books have been translated into several foreign languages including English, Turkish and Japanese. His books include
Smoking and Liberty: Government as a Public Health Problem, L’anarchocapitalisme and Du libéralisme à l’anarcho-capitalisme, which discuss both classical liberalism and libertarianism. Pierre is also a columnist at
the Western Standard and a frequent contributor to the National Post and other newspapers around the world.

Vince Miller

Vince Miller serves as President of the International Society for Individual Liberty, an organization of both individuals and associations dedicated to promoting peace and prosperity throughout the world. ISIL works to preserve individual liberties and an open and competitive economic system based on voluntary exchange and free trade. Vince also founded Libertarian International at the University of Michigan in 1980. Libertarian International later merged with the older Society for Individual Liberty to form the present-day International Society for Individual Liberty. Among his accomplishments for the libertarian movement, Vince has served as Chairman of the Libertarian International and Editor of Free World Chronicle.

SECOND CITIZENSHIP AND PASSPORTS

Christian H. Kalin
Henley & Partners
Kirchgasse 22, 8001
Zurich Switzerland
Tel: (41)44-266-2222
Fax: (41)44-266-2223
Email: christian.kalin@henleyglobal.com
Website: www.henleyglobal.com

Christian H. Kalin is both director and a partner at Henley& Partners in Zurich. Henley & Partners specialize in exclusive relocations and residence solutions for their clients. They also provide international
tax planning services for both their private clients and give independent advice on trusts and corporate structures around the world. Christian holds a cum laude law degree from the University of Zurich. He is considered
an expert on international residence and citizenship issues, international property transactions and related tax planning.

Mark Nestmann, LL.M.
Wealth Preservation Solutions
2303 N. 44th St #14-1025
Phoeniz, AZ 85008 USA
Tel: (602) 604-1524
Fax: (602) 604-1524
Email: assetpro@nestmann.com
Website: www.nestmann.com

Mark Nestmann is a journalist with more than 20 years of investigative experience. Former editor of The Society’s members only newsletter, The Sovereign Individual, he has also authored over a dozen books and many additional reports on wealth preservation, privacy, international tax planning and offshore investing. Mark now serves as the Wealth Protection and Tax Consultant for The Sovereign Society.

Mark serves as president of his own consulting firm, The Nestmann Group, Ltd. The Nestmann Group provides wealth preservation and international tax planning services from around the globe. Mark is an Associate Member of the American Bar Association, member of subcommittee on Foreign Activities of U.S. Taxpayers, Committee on Taxation, and member of the Society of Professional Journalists. In 2005, he was awarded a Masters of Laws (LL.M) degree in international tax law at the Vienna (Austria) University of Economics and Business Administration.