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
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
The Wealth Play book The Compliance Moat: How clean governance creates repeatable returns The Compliance Moat: Why clean governance compounds In Tier 2/3, compliance maturity unlocks better banking, better counterparties, cheaper capital, and faster scaling. By Stephanie Nelson • 2 min read
