Investments & Permanent Residency
Trusts / LLC / Investments
Grey River Associates, Panama
Nate Elliott Shantz, CFA, Founder, Yale MBA
Grey River Associates is an advisory firm founded by Nate Shantz. They specialize in tax advisory, portfolio allocation, and wealth management. They have offices in Miami, Panama City, and Zurich. In 2025, they published an article discussing Panama’s shift from a tax haven to a legitimate living destination. Nate Shantz himself has a finance background and an MBA from Yale, and the firm collaborates with top legal teams in Panama.
Nate Shantz and Grey River Associates do offer services related to obtaining permanent residency, as well as setting up trusts and LLCs, particularly in Panama. They have expertise in international tax strategy and cross-border structuring.
For the company,
greyriverassociates.com
shantz@grey-river.com
linkedin.com/in/nate-shantz
to Nates email address
Trusts / LLC / Investments
InOn Capial, Panama
In On Capital, S.A. is a boutique investment advisory firm based in Panama City, with additional offices in Miami. They specialize in capital preservation and offer customized global services for high-net-worth individuals and families with over 1.3 billion in AUM (assets under management).
Their specialties include strategies for wealth protection and growth, tailored investment solutions, and a team with over 25 years of experience.
Crypto Investments / Security
Rod Reeder, Retired
Rod Reeder is a seasoned entrepreneur with a diverse range of expertise. With over 30 years of experience in production management, he has led large lumber companies, food and beverage enterprises, and served as a general manager in the healthcare industry for nearly a decade before retirement. Rod is highly skilled in global relocation and investment strategies, making him a trusted advisor in these fields.
As an entrepreneur at heart, he manages numerous real estate holdings and operates various businesses, including B&B ventures and hunting and fishing resorts. Additionally, Rod is well-versed in crypto asset management, offering expertise in crypto security, safe storage, and training for beginners. He also provides strategic advice on purchasing hard assets, such as gold and silver, both offshore and within Canada.
Moreover, Rod is extremely well-connected with professionals essential for developing offshore foundations, tax relief strategies, relocation programs, and investment opportunities overseas. He has extensive experience and access to top-tier individuals in these fields. Having successfully retired early at the age of 58, Rod now enjoys helping and training others, guiding them through the challenges of today’s economic landscape.
Combining all these elements, Rod empowers families to navigate the complexities of international living and investing confidently. Although Rod is not qualified to give investment advice, he is considered a wealth of information, even benefiting the most savvy investors.
Start Your New Life In Panama Now!
Anchorage Digital
Anchorage Digital, founded in 2017 by Diogo Mónica and Nathan McCauley, is a regulated platform offering digital asset services to institutions. Headquartered in San Francisco, with additional offices in New York, Porto, Singapore, and Sioux Falls, Anchorage Digital provides secure custody solutions, staking, trading, settlement services, and governance participation for digital assets. They are the first federally chartered cryptocurrency bank in the U.S. and have backing from major institutions like Andreessen Horowitz and Goldman Sachs.
Jake Claver
Jake Claver is a well-known figure in the family office sector, specializing in digital assets and wealth management. He’s the CEO of Digital Ascension Group, and he also founded Digital Wealth Partners, focusing on digital assets for high-net-worth clients, including a reported $1.3 billion in assets under management. Additionally, he leads Syndicately, a platform for private market deals. Jake is recognized for integrating blockchain and Web3 technologies into wealth management and has contributed to various prominent media outlets.