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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages.

Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capital gains and reduced taxation on business income — all while maintaining U.S. citizenship.

💡 Key Takeaways:

What Act 60 is and how it evolved from Acts 20 & 22

Why Puerto Rico offers one of the world’s most powerful tax incentives for U.S. investors

The reality of living and doing business there today

How to structure residency and income sourcing properly (consult your tax advisor)

Why timing, lifestyle, and compliance matter just as much as the tax rate

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