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
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 Mobility Class Mobility Budgeting: the true cost model (fees, renewals, tax, time) and why 2026 makes “cheap plans” look expensive Mobility isn’t a one-time fee it’s a 3-year operating cost. In 2026, rule changes (UK FIG, Italy flat tax, Spain visa end), new travel admin (ETIAS), and crypto reporting (DAC8/CARF) make “cheap” plans pricey. By Stephanie Nelson • 7 min read
Coffee & Collectors Tax Treatment Basics: How collectors get surprised Collectibles are taxed differently than stocks in many places. In the U.S., long-term gains on collectibles can face a higher 28% rate; in the UK, many personal possessions under £6,000 can be exempt. This is the framework collectors need. By Stephanie Nelson • 4 min read
The Mobility Class Gateway Cities 2.0: The “control rooms” where global talent and capital now meet From Dubai and Abu Dhabi to Batam and Monterrey, a new set of Tier-2 and Tier-3 hubs is quietly replacing some Tier-1 cities as the places where deals become doable. By Stephanie Nelson • 7 min read
The Mobility Class The Exit Problem: selling assets when your status spans borders (and your “resident” country is arguable) Your exit isn’t “in one country.” It happens while multiple countries can claim you. In 2026, DAC8 + CARF make crypto and offshore exits more visible, and EU AMLA tightening makes banks slower. This playbook keeps exits clean, fast, and defensible. By Stephanie Nelson • 8 min read
The Mobility Class Remote-first Entities: substance, governance, and the new red flags (2026 edition) Remote-first entities are easy to start—but harder to defend. In 2026, banks and tax offices want “substance”: where decisions happen, where people work, and who controls the company. Here are the new red flags—and simple fixes. By Stephanie Nelson • 7 min read
The Mobility Class Coup Risk and Political Families: The Guinea-Bissau Incident as a Mobility Stress Test Guinea-Bissau’s coup briefly stranded ex-President Goodluck Jonathan, exposing mobility risk for African political and business elites. The piece urges a structured ‘mobility stack’: second passports, airlift plans, safe harbors and insurance. By Stephanie Nelson • 7 min read
Coffee & Collectors From Bazaars to Booked Assets: Formalizing the Undocumented Gold Trade From dusty bazaar deals to bankable balance sheets, this piece breaks down how the undocumented gold trade gets formalized: cleaner sourcing, traceability, licensing, and financing that turns “informal” gold into booked assets investors and regulators can actually price. By Stephanie Nelson • 6 min read
Inheritance The Audacity to Build Luxury from the Ground Up How one founder turned bare land, scarce capital and shifting regulations into a luxury portfolio, showing emerging-market investors what it really takes to build premium value from the ground up. By Stephanie Nelson • 6 min read
Coffee & Collectors Why Wealth Without Health Isn’t Sustainable — Especially for Women By Simone Wilson, Investor & Consultant in Collaboration with I-Invest Editorial Team By Stephanie Nelson • 4 min read
The Wealth Play book The Audacity to Care: How I Turned Compassion into a Business By Dr. Wendy McDonald, OB/GYN and Founder, Every Bodi Brand By Stephanie Nelson • 6 min read
