Secure your Support
Sixty Days of US Investor support to include:
Full diligence of up to five Portuguese Golden Visa eligible Funds
- Review of all fund documents
- Review of Fund regulatory status in the US and in Portugal
- Review of Fund US PFIC tax compliance
- Review of Fund Advisor background and qualifications
Advocacy for US clients to include:
- Education of clients regarding Fund(s) regulatory status and risk
- Education of clients regarding potential tax impact
- Advocacy as client's representative with Funds Coordination between client, Fund(s), US tax and wealth advisors, and legal representation in Portugal
Introductions as desired to service providers including:- Portuguese Depository Bank
- Portuguese Immigration Lawfirm (for both the Golden Visa application and for Portuguese tax representation)
- Currency Conversion Service
- Cross Border Tax and Estate Planning Counsel
Ongoing strategic support as needed and desired.
Discovery and follow up calls via Zoom. Ongoing updates via email.
Secure your Support
Sixty Days of US Investor support to include:
- Review of all fund documents
- Review of Fund regulatory status in the US and in Portugal
- Review of Fund US PFIC tax compliance
- Review of Fund Advisor background and qualifications
Advocacy for US clients to include:
- Education of clients regarding Fund(s) regulatory status and risk
- Education of clients regarding potential tax impact
- Advocacy as client's representative with Funds Coordination between client, Fund(s), US tax and wealth advisors, and legal representation in Portugal
Introductions as desired to service providers including:
- Portuguese Depository Bank
- Portuguese Immigration Lawfirm (for both the Golden Visa application and for Portuguese tax representation)
- Currency Conversion Service
- Cross Border Tax and Estate Planning Counsel
Ongoing strategic support as needed and desired.
Discovery and follow up calls via Zoom. Ongoing updates via email.
I'm Amy Short
Consultant, Educator, American, and, since 2015: Immigrant to Portugal.
I translate trans-Atlantic opportunities for European Union access through Portugal's Golden Visa, a residency by investment program.
Think of me as Fodor's Guide for Americans considering second citizenship through Portugal's Golden Visa Program.
One 500,000€ investment, 29 member countries, and the luxury of full EU access and geopolitical peace of mind for three generations of your family.
I'm Amy Short
Consultant, Educator, American, and, since 2015: Immigrant to Portugal.
I translate trans-Atlantic opportunities for European Union access through Portugal's Golden Visa, a residency by investment program.
Think of me as Fodor's Guide for Americans considering second citizenship through Portugal's Golden Visa Program.
Consultant, Educator, American, and, since 2015: Immigrant to Portugal.
I translate trans-Atlantic opportunities for European Union access through Portugal's Golden Visa, a residency by investment program.
Think of me as Fodor's Guide for Americans considering second citizenship through Portugal's Golden Visa Program.
One 500,000€ investment, 29 member countries, and the luxury of full EU access and geopolitical peace of mind for three generations of your family.
How we can
work together
How we can
work together
work together
With Golden Visa Direct, clients are guided to understand second citizenship through residency by investment programs. We simplify the process, eliminating the need for complex procedures and undue risks, empowering you and your family to smooth acquisition of the right to live, work, study, conduct business, and receive care in any EU country.
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Dream It: 30 mins
Dipping your toe in these waters and looking for some strategic advice?
Maybe you want unfettered access to Portugal and the European Union for retirement, pleasure, or just plain fun. Maybe you are imagining digital nomad life. Maybe you crave unfettered access to more of the world. Whatever it is, we can help you to realize it.
Maybe you want unfettered access to Portugal and the European Union for retirement, pleasure, or just plain fun. Maybe you are imagining digital nomad life. Maybe you crave unfettered access to more of the world. Whatever it is, we can help you to realize it.
Book a 30 minute consultation and bring your top 2-3 questions.
forum
Build It: 60 mins
Put some scaffolding around your ideas during our 60 minute consultation.
Confirm concrete next steps, validate your plans and ideas, clear the fog from your path ahead, and build a plan to move forward. Avoid jumping through hoops, skip websites with half-information; let's talk about real action.
Confirm concrete next steps, validate your plans and ideas, clear the fog from your path ahead, and build a plan to move forward. Avoid jumping through hoops, skip websites with half-information; let's talk about real action.
Bring questions and vision, we'll bring answers and introductions to get you to next steps.
assignment
Launch It: 60 days
Launch It: 60 days
Ready to move forward? Let's get you across the finish line in medal position. A soup-to-nuts solution, offering:
- Full diligence of up to 5 Portuguese Funds
- Advocacy in the areas of regulatory and tax impact.
- Fund fee concessions.
- Introductions to a suite of service providers for legal, banking, Fx, and estate planning, as needed.
Ongoing strategic support.
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Global investors deserve the luxury of access and generational geopolitical peace of mind.
To get there, make
strategic investments
with complete confidence
from the comfort of home.
To get there, make
strategic investments
with complete confidence
from the comfort of home.
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1317 Edgewater Drive
Suite 3284
Orlando, FL 32804
Suite 3284
Orlando, FL 32804
Amy Short, Principal
This can be easy. You can have support for your needs
This can be easy. You can have support for your needs
Whether you prefer personal support, guidance for your family, or would like me to work with your advisors — I’m here to help.