Latest Articles

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

Inheritance

Philanthropy as Structure: Legacy with governance

Philanthropy can be your family’s safest governance engine, or a messy side hobby that creates tax, bank, and reputation risk. This guide compares donor-advised funds, foundations, and charities, and shows how to build decision rights, oversight, and real impact.

By Stephanie Nelson • 5 min read

The Wealth Play book

Capital Controls & Transfers: Practical mitigation frameworks

Transfers Under Constraints: Mitigation without illegal workarounds Capital controls are path-dependent. Reduce risk through documentation discipline, staged transfers, and operational design.

By Stephanie Nelson • 1 min read

The Wealth Play book

Regulatory Whiplash Models: Scenario planning for allocators

Whiplash Planning: A reusable model for policy shocks Allocator edge comes from repeatable scenario plans for FX rule changes, taxes, banking directives, and election cycles.

By Stephanie Nelson • 2 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