Don't Get Burned:
Golden Visa
Risk Master Class
Risk Master Class
Learn how it all works and how you can work it to your advantage.
- Protect Your Capital
- Secure Your Family’s Future
- Avoid Costly Mistakes in Offshore Residency Investing
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Don't Get Burned:
Golden Visa Risk
Master Class
Master Class
Learn how it all works and how you can work it to your advantage.
- Protect Your Capital
- Secure Your Family’s Future
- Avoid Costly Mistakes in Offshore Residency Investing
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🚀 Thinking about a Golden Visa?
You’ve heard about programs in Portugal. Greece. Italy. Maybe even Argentina.
A second residency—or even a second passport—feels like the ultimate “Plan B.”
But here’s what nobody tells you:
Not all investments are created equal. What's right for one investor may differ from what's right for you.
Hidden fees and commissions can eat away your wealth. I'll teach you where your money goes and how to keep it.
One wrong move could derail your family’s path to residency - or citizenship - altogether. Choose wisely.
Many offshore funds aren’t compliant with U.S. law, exposing you to IRS penalties and Funds to SEC fines.
This masterclass was built to help you navigate it all—before you wire a single dollar abroad.
Speaking of wires, I'll introduce you to an FX service that gives white glove attention and beats the banks' rates on conversions.
🚀 Thinking about a Golden Visa?
You’ve heard about programs in Portugal. Greece. Italy. Maybe even Argentina. A second residency—or even a second passport—feels like the ultimate “Plan B.”
But here’s what nobody tells you:
- Not all investments are created equal. What's right for one investor may differ from what's right for you.
- Hidden fees and commissions can eat away your wealth. I'll teach you where your money goes and how to keep it.
- One wrong move could derail your family’s path to residency - or citizenship - altogether. Choose wisely.
- Many offshore funds aren’t compliant with U.S. law, exposing you to IRS penalties and Funds to SEC fines.
This masterclass was built to help you navigate it all—before you wire a single dollar abroad.
Speaking of wires, I'll introduce you to an FX service that gives white glove attention and beats the banks' rates on conversions.
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Empowerment
What You’ll Learn in This Master Class
What You’ll Learn in This Master Class
10+ Modules.
20+ short videos.
Checklists to protect your investment.
10+ Modules.
20+ short videos.
Checklists to protect your investment.
20+ short videos.
Checklists to protect your investment.
All in plain English.
All in plain English.
Golden Visa 101
(for U.S. investors)
(for U.S. investors)
Understand the critical differences between Golden Visas aka “Residency by Investment” and "Residency by Relocation" (moving abroad)—and why it matters.
The Hidden Costs
of “Plan B”
of “Plan B”
Uncover the real price of offshore investing, from fees and commissions to asset custody choices and currency exchange spreads.
How to Spot Risk Before It Burns You
How to Spot Risk Before It Burns You
Learn to identify red flags in foreign fund - even if you’ve never invested outside the U.S. before - including the risks of speed and complexity.
U.S. Tax Traps for Offshore Investments
Avoid IRS headaches and discover how U.S. rules overlay your offshore strategy. Demystify PFIC, QEF, MtM, CFC.
U.S. Compliance Traps for Offshore Funds
Understand the reach and applicability of the U.S. SEC in the context of offshore Funds. Consider investor protections.
The Fund Fine Print, Decoded
The Fund Fine Print, Decoded
Liquidity. Lock-ups. Exit strategies. Subscription Units. Participation Units. Learn the questions to ask to understand your investment.
Legal Residency
vs Tax Residency
vs Tax Residency
Understand what triggers tax residency, why it is burdensome, and how to manage your time abroad to avoid tax residency.
Bubble Trouble: Concentrated Capital
An influx of foreign capital into a small economy can create bubbles that artificially inflate the value of assets; only to pop at redemption.
Liquidity and Exit Plans: or Lack Thereof
Why liquidity and exit strategy are critical – and often out of reach, unclear, questionably ambitious, or penalized in these Funds.
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Why learn from me?
Hi, I’m Amy Short.
I’m a FINRA-registered investment professional and a Portugal Golden Visa advisor who has guided U.S. clients through complex offshore residency programs. I am also an immigrant to Portugal who was recently naturalized as a Portuguese Citizen. I hold dual U.S. & Portugal citizenship.
I am a fiduciary. I adhere to Regulation Best Interest and have a duty to care. I work for YOU, not for any Fund.
Too many U.S. investors are being advised by offshore consultants, Fund sponsors, and well-meaning foreign lawyers who do not understand the U.S. tax code and are known to give advice that could cause irreversible harm for U.S. investors. Let's not do that.
Why accept advice from someone offshore when you can learn your way around from a fellow U.S. taxpayer whose work is supervised by a regulated broker-dealer firm?
- Understand the market
- Uncover your own investment thesis
- Conquer jargon for clear understanding of terms and conditions
- Reframe your future
- Distinguish between moving abroad and moving assets abroad
- Identify your priorities
- Set a foundation for empowered exploration
- Pursue aligned opportunities
- Establish clarity, ease, and impact
- Evaluate best fits for your own life
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That's me at the Embassy of Portugal in Washington, DC in July 2025 where I activated my Portugal Citizen Card after being approved for citizenship in April; two years after I applied. I did it! :-)
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Benefits
Here's what You'll Get from the Don't Get Burned Master Class
Here's what You'll Get from the Don't Get Burned Master Class
This is your roadmap to lower-risk and empowered Golden Visa investing.
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Full Master Class
Full Master Class
10+ modules
3-5 bite sized videos each module
3-5 bite sized videos each module
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3 Months of Access
3 Months of Access
Laws and programs change fast.
Stay current.
Stay current.
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Investor Checklists
Investor Checklists
Questions to ask before investing in any Fund. Concessions to request from Funds.
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Visa Timelines
Visa Timelines
All the steps and how long each step takes.
Tips to get through processes faster.
Tips to get through processes faster.
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Broad Relevance
Broad Relevance
Apply most of the principles to any private investment.
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Bonus Content
Bonus Content
Diligence 101, Sources of Capital and more!
Benefits
Here's what You'll
Get from the
Don't Get Burned Master Class
Here's what You'll
Get from the
Don't Get Burned Master Class
Get from the
Don't Get Burned Master Class
This is your roadmap to
lower-risk and empowered
Golden Visa investing.
lower-risk and empowered
Golden Visa investing.
check_circle
Full Master Class
Full Master Class
10+ modules
3-5 bite sized videos each module
3-5 bite sized videos each module
check_circle
3 Months of Access
3 Months of Access
Laws and programs change fast.
Stay current.
Stay current.
check_circle
Investor Checklists
Investor Checklists
Questions to ask before investing in any Fund. Concessions to request from Funds.
check_circle
Visa Timelines
Visa Timelines
All the steps and how long each step takes.
Tips to get through processes faster.
Tips to get through processes faster.
check_circle
Broad Relevance
Broad Relevance
Apply most of the principles to any private investment.
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Bonus Content
Bonus Content
Diligence 101, Sources of Capital and more!
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Risk-free ways forward
Risk-free ways forward
One Time Payment
One Time Payment
One payment for the full suite of content. Watch at your convenience, skip modules, repeat videos, focus on your own needs and questions.
Credit for 1:1 Engagement
Credit for 1:1 Engagement
Join "Don't Get Burned" and if you decide to work with me 1:1 in a 60 Day Package, receive a discount equivalent to your cost of the Master Class.
Money Back Guarantee within 15 days of purchase for U.S. clients.
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I'm Amy Short
Consultant, Educator, Strategist, and, since birth: Citizen of the United States
since 2015: Immigrant to Portugal
since 2025: Citizen of 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, Strategist, and, since birth: Citizen of the United States
since 2015: Immigrant to Portugal
since 2025: Citizen of 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, Strategist, and, since birth: Citizen of the United States
since 2015: Immigrant to Portugal
since 2025: Citizen of 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.
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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.