The Wealth Play book Transfer Pricing for Small Teams: The Rules Don’t Care That You’re Lean Small teams do cross-border work like multinationals. Transfer pricing rules still apply, especially for IP, management fees, and services. Use a TP-lite toolkit: functional analysis, simple pricing method, agreements, and invoice trails before an audit builds the story for you. By Stephanie Nelson • 5 min read
The Wealth Play book Treaties Don’t Save You If Beneficial Ownership Is Weak Treaty rates are not automatic. If beneficial ownership looks thin, authorities can deny relief using anti-abuse rules, conduit indicators, or PPT logic. Build ownership and control evidence that survives challenge, and use the BO strength ladder. By Stephanie Nelson • 5 min read
The Mobility Class The Institutional Phase: How Diaspora Capital Is Reframing Kenya as a Tax and Mobility Strategy Kea Wakesho Simmons, CEO of Traverze Culture, sits at the center of a structured relocation corridor linking Black American capital to Kenya’s real estate, residency, and entity frameworks. By Stephanie Nelson • 4 min read
The Wealth Play book Entity Choice Is Now a Governance Decision, Not a Tax Trick Entity choice used to be a rate conversation. Now it is governance, control evidence, investor acceptability, and bankability. If management and decisions happen in one place but paperwork lives in another, your structure becomes fragile. Here is the scorecard. By Stephanie Nelson • 5 min read
The Mobility Class Permanent Establishment: When “Remote” Creates Local Taxable Presence Remote work and roaming teams can create a taxable presence without a local entity. A sales rep closing deals, a founder deciding strategy while traveling, or long-term contractors can trigger PE. Here is a red-flag matrix and mitigation playbook. By Stephanie Nelson • 6 min read
The Wealth Play book Substance Isn’t an Office. It’s Decision-Making, People, and Paper Trails “Substance” is not a coworking desk and a mailbox. Authorities and banks look for who decides, where decisions happen, and whether records prove it. Here is a practical governance and documentation system that stands up to scrutiny. By Stephanie Nelson • 6 min read
The Mobility Class Family Mobility: Schools, Spouses, and Dependents as Tax Anchors Your “centre of life” is often your family’s footprint, not your flight log. Schools, spouse location, healthcare, and housing can anchor tax residency and trigger dual-claim disputes. Here is a family-first planning sheet and evidence system. By Stephanie Nelson • 6 min read
The Mobility Class Digital Nomads vs. Tax Authorities: Why “Days Count” Is Not a Strategy Digital nomads optimize calendars. Tax authorities litigate life facts. Day counts help, but housing, family, work, and records decide claimability. Here is a residency proof framework and audit-file structure that beats spreadsheet thinking. By Stephanie Nelson • 6 min read
The Mobility Class Residency Traps: The 7 Ways High Earners Accidentally Become Tax Residents Most residency failures are unintentional. A long lease, kids in school, a spouse’s location, a local directorship, or even where you spend and see doctors can tip the story. Here are seven traps and how audits actually read them. By Stephanie Nelson • 6 min read
Coffee & Collectors Coffee, Collectibles, and Culture Assets: The New Tax & Proof Standard Coffee lots, art, watches, and culture assets now live inside a proof-first world: KYC, tax reporting, sanctions screening, and registry logic. If it cannot be documented, it cannot be financed, insured, transferred, or defended. By Stephanie Nelson • 5 min read
Inheritance Inheritance Is Becoming a Compliance Event, Not a Family Event Inheritance used to be handled in private. Now it triggers a compliance cascade: banks freeze accounts, registries surface ownership, and cross-border reporting accelerates scrutiny. Informal succession breaks first. By Stephanie Nelson • 5 min read
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
