Bobby Casey is an international tax strategist and lifelong entrepreneur. He is the founder of Business Anywhere and a managing partner of Global Wealth Protection, helping entrepreneurs legally reduce taxes, protect assets, and run borderless businesses. Raised in an entrepreneurial family, Bobby started his first company at 19 and went on to build and sell several businesses, including a restaurant, a real estate company, and an installation company that served Fortune 500 clients. After hiring a specialist to handle his own asset protection and company structuring, he became fascinated with the work and turned it into Global Wealth Protection. Business Anywhere grew out of that consulting practice as a platform to automate company formation, compliance, and renewals. Today Bobby works with entrepreneurs and investors around the world, many of them location independent, and lives across multiple countries himself.

Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.

Key Takeaways

Never register your own LLC; a commercial registered agent keeps your name and home address out of public record
Build asset protection in layers, starting with privacy, then legal structures like LLCs, trusts, and foundations
Match your spend on planning to the assets at risk, because going cheap upfront can cost far more later
Use AI and online research to prepare, then validate every decision with a qualified professional
Diversify your income streams so no single client or channel can sink the business

Topics

From Corporate Installs to Working Only With Entrepreneurs

Bobby started his first company at 19 and later sold a restaurant, a real estate business, and an installation company
Tired of serving large corporate clients, he chose to work exclusively with entrepreneurs

How Business Anywhere Was Born

After automating company renewals for his consulting clients, he spun the software into a separate platform
Business Anywhere handles formation, registered agents, compliance, banking, and payment processing online
Roughly half of its clients are non US persons, from a NJ plumber to a Canadian investor with US property living in Mexico

The Case Against DIY LLCs

Filing your own LLC forces your name and home address into public record for anyone to find
A missed service of process notice can get your LLC revoked

Two Florida Lawsuits, Two Outcomes

A client shielded by a registered agent ignored a frivolous class action and it disappeared
A client who filed his own LLC was served personally and settled for around $800,000

Asset Protection as Layers

Bobby compares protection to a castle's moat, walls, and drawbridge
More assets demand more layers, from privacy to trusts and foundations

The Real Mistake Is Being Cheap

AI tools and forums give narrow answers because they lack the full context of your situation
A strong CPA or advisor often returns far more than the fee they charge

Think of Protection Like Insurance

You pay for structure hoping you never need it
The cost is trivial against a multimillion dollar judgment

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Round of Insights

Failure that set Bobby up for success: Losing Walmart, nearly half his installation company's revenue, through a same day contract termination two days after Christmas in 2001. It taught him to diversify income across businesses, lead channels, and asset classes.

Digital or mobile resource: Ahrefs.

Book recommendations: Atlas Shrugged by Ayn Rand, Atomic Habits by James Clear, and Dungeon Crawler Carl by Matt Dinniman.

Daily habit: Going to the gym every day.

#1 insight for building a business you can operate from anywhere: Develop a skill within your wheelhouse, adapt it to be location independent, and protect your mental focus against distraction.

Favorite places to eat: Lido in Riga, Latvia, and a historic family run pizzeria in Naples, Italy.

Next Steps

Learn more about Business Anywhere here: businessanywhere.io
Explore coaching and tax planning at Global Wealth Protection: globalwealthprotection.com
Check whether any of your LLCs expose your name or home address in public record
Replace any self filed registrations with a commercial registered agent
Build your asset protection in layers, starting with privacy
Take any AI or forum research to a qualified professional before acting

Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you don't miss an episode.