The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands: An FOA Podcast with Jorie Roberts

The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands: An FOA Podcast with Jorie Roberts

Jorie Roberts Discusses The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands with Angelo J. Robles

In Part 5 of the FOA Podcast Audio Series, Angelo J. Robles is joined by Jorie Roberts as they discuss the tax and lifestyle benefits for Americans moving to the U.S. Virgin Islands. You can either read the transcription or listen to the podcast and learn more about options for The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands.

Transcript Preview:

Angelo Robles: Good afternoon everyone. This is Angelo Robles at Family Office Association hosting today’s FOA audio podcast. We are very fortunate to be joined by Jorie Roberts in the U.S. Virgin Islands. We are going to get to that in a second. The title of today’s audio podcast, which will absolutely relate to where Jorie is located is going to be the opportunity for American citizens to consider the amazing tax and lifestyle benefits of moving to the U.S. Virgin Islands, especially if they have a business, including a single-family office. There are tremendous tax benefits, which for an American citizen in the Mainland U.S., there really is nowhere else they could go other than Puerto Rico, which we will touch on a little bit – that would allow Mainland U.S. families to have these amazing tax benefits.

Jorie. But how are you?

Jorie Roberts: Thanks Angelo. I am great. Blue sky and a harbor with several beautiful cruise ships in it!

Angelo Robles: Before I get started with my series of questions, I will give a brief background. I was introduced to Jorie by one of our current FOA members as a family principal, as someone who is kind of the definitive source for Mainland American families like his to consider the opportunity in something as beautiful and a wonderful business location as the U.S. Virgin Islands. Jorie is a legal practitioner. She leads her own legal firm, which she has since 1999. She is very experienced in all issues relative to tax, domicile and to a lot of issues of importance to families of wealth.

Also, we will not hold this one too much against her. But it does give her a wonderful background – also worked in a capacity for the IRS. She has been in the U.S. Virgin Islands, losing that Alabama accent, I might add for now 28 years. She went to a little school up in greater Boston called Harvard. We are very fortunate to have Jorie, full name Marjorie Rawls Roberts. But Marjorie likes to be called Jorie. Again, we are so excited to have you on the call, Jorie. Why do I not get right down to it? I have got a lot of questions for you.

Why are the U.S. Virgin Islands such an attractive consideration for Mainland U.S. families of great wealth and potentially, their single-family offices as well?

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