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The Wealth Play book

The “Audit-Survivable” Portfolio: What Allocators Underwrite Now

The modern portfolio is not only diversified by asset class. It is diversified by audit survivability. Underwrite documentation, governance, tax defensibility, and banking readiness like credit risk, and monitor it with a defensibility dashboard.

By Stephanie Nelson • 6 min read

The Mobility Class

The End of “Where It’s Cheap”: Tax Is Now About Where You’re Claimable

Tax residency is no longer a day-count game. Authorities ask: can we credibly claim you based on your footprint, ties, and records. Build an audit-ready posture and documentation discipline, not a spreadsheet story.

By Shala Miller • 6 min read

The Wealth Play book

From Tax Rates to Tax Rights: Why Allocators Must Rebuild the Wealth Stack

Allocators are moving from rate shopping to enforceability underwriting. The real question is who can claim income and gains, and whether your structure survives reporting, disputes, and bank scrutiny. Here is the new Wealth Stack blueprint.

By Simone Wilson • 6 min read

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

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