Latest Articles

The Wealth Play book

Portfolio Design Around Gateways: Concentrate where rules are stable

Gateway First: How allocators reduce entropy in Tier 2/3 portfolios Stability often comes from concentrating jurisdictions, banks, custodians, and structures, even when assets are geographically diversified.

By Stephanie Nelson • 2 min read

The Mobility Class

Deal Flow Arbitrage: Why “mobility-ready” operators see better deals

Mobility-Ready Operators Win Better Deals Before You See ThemMulti-jurisdiction banking, clean governance, and onboarding readiness correlate with cheaper capital and cleaner counterparties.

By Stephanie Nelson • 2 min read

The Wealth Play book

FX + Mobility: How status changes currency exposure choices

Your Passport Changes Your FX Toolkit Residency and citizenship status shapes banking access, hedging availability, and documentation pathways, which should change how you hold cash, debt, and assets.

By Stephanie Nelson • 2 min read

The Wealth Play book

Private Credit in Tier 2/3: When structure beats yield

Structure First: Private credit in Tier 2/3 without the yield trap In frontier and complex markets, the edge is often cash control, security realism, and enforceability, not headline coupon.

By Stephanie Nelson • 2 min read

The Mobility Class

Real Assets + Mobility: Farms, logistics, housing as anchoring plays

Anchoring Plays: Real assets that build cash flow and jurisdiction leverage Some real assets act as both income engines and “anchors” via relationships, operational optionality, and presence.

By Stephanie Nelson • 2 min read

Inheritance

Inheritance Across Borders: Why most plans break internationally

Cross-border estates fail where law, tax, and institutions collide. Here’s a breakpoint map for forced heirship, situs rules, probate recognition, and banking freezes, plus a design framework for multi-jurisdiction reality.

By Stephanie Nelson • 6 min read

The Wealth Play book

Allocator Scorecard: A due diligence rubric for “mobility-ready” deals

Mobility-Readiness Scorecard: Screen survivability, not just IRR A repeatable rubric to score bankability, governance, transferability, and enforceability.

By Stephanie Nelson • 2 min read

Inheritance

Life Insurance Across Borders: When it works, when it doesn’t

Life insurance can be the fastest cash your heirs ever receive, or a claim stuck in KYC, tax, and probate limbo. Learn when policies pay cleanly, when they get taxed or delayed, and how to build a cross-border claim pack.

By Stephanie Nelson • 6 min read

Be the first to know

Get the latest stories delivered to your inbox.

Subscribing...

You've been subscribed!

Could not subscribe. Please try again.

Subscribe