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About
Golden Visa Direct

Where U.S. Compliance Meets Global Opportunity

Consultations

Principal

Founder of Golden Visa Direct.
Dual citizen: United States and Portugal.
MS in Taxation, candidate. FINRA Series 7.

Hi, I’m Amy Short.

I translate residency by investment complexity into lawful, strategic, well structured global access for U.S. clients. I focus on implications, not promotion. I navigate this market with two distinct perspectives:

  • The Immigrant: I personally navigated Portuguese immigration and naturalization.
  • The Professional: I am a candidate for an MS in Taxation and hold the Series 7 registration.

The Regulated Difference I am a regulated professional in the U.S. While many agents operate with a sales-first mindset, I operate under the rigorous ethical standards required of a Series 7 licensee. 

Too many U.S. investors are advised by offshore consultants and fund sponsors with misaligned incentives. Their goal is to capture your capital. My goal is to protect your interests.

Foreign lawyers can guide your immigration, but they cannot see your U.S. blind spots. Rarely do these advisors understand the IRC (Internal Revenue Code) or SEC jurisdiction. It is easy for them to give advice that suits the offshore equation yet causes irreversible harm to a U.S. taxpayer.

There is a better way. I invite you to work with me. I approach the market from a U.S. perspective, free from “introducer fees” or kickbacks. I work for you, not the funds.

As the only specialized consultancy for U.S. investors that integrates Portuguese immigration eligibility with U.S. tax and securities compliance, Golden Visa Direct is where U.S. compliance meets global opportunity.

Amy Short is a Registered Representative of Finalis Securities LLC member FINRA/SIPC. Securities offered through Finalis Securities, LLC. Golden Visa Capital, LLC and Golden Visa Direct LLC are not registered broker-dealers, are separate entities, and are not affiliated with Finalis Securities, LLC.

My Approach

The market sells programs; I evaluate the implications. I do not promote Golden Visa programs. Rather, I help Americans understand the risks, structures, documents, and ongoing obligations attached to fund-based residency by investment paths.

My work centers four priorities: fund structure, tax exposure, legal obligations, and global positioning. I provide plain language guidance, disciplined document review, and coordination with your legal and tax advisors, so decisions are informed before capital is committed.

I do not provide legal, tax, or investment advice.

Services

Evaluation Lenses

Four lenses. One disciplined process.

Fund structure

Architecture, portfolio construction, disclosure, governance, service provider roles, custody, audit, valuation, fees, conflicts.

tax exposure

PFIC and CFC classification across tiers, information reporting, IRA mechanics, and QEF AIS Validity Review.

legal obligations

How U.S. rules and cross border reporting may apply, with attention to documentation quality and process integrity.

global position

Residency rights activation and maintenance, and political or policy changes that could alter timelines or benefits.

Lenses

  • Fund Structure: structure, disclosure, governance, service provider roles, custody, audit, valuation, fees, conflicts; for discussion with your wealth manager
  • Tax Exposure: PFIC and CFC classification risks across tiers, information reporting, IRA mechanics;, for discussion with your tax advisor
  • Legal Obligations: how U.S. rules and cross-border reporting apply, with attention to documentation quality and process integrity; for discussion with your counsel
  • Global Positioning: what a residency can provide in practice, who can be included, and how rights are activated and maintained
See how we evaluate

Why This Practice Exists

After years of reviewing residency by investment offerings marketed to Americans, I saw repeating gaps:
weak documentation, unclear structures, and little regard for U.S. tax and securities rules. I built Golden Visa Direct
to give clients plain language explanations and a disciplined process that stands up to scrutiny.

Values

Client-First

Education, not promotion. I look past the benefits and focus on implications.
My full duty is to my U.S. clients.

Clarity

Full transparency. Full disclosure. Plain language. No theatrics. No pressure.
No questions left unaddressed.

Integrity

No legal, tax, or investment advice. No securities recommendations or sales through this consultancy.

Compliance

Work aligned with applicable U.S. rules. Separation of immigration and investment scopes.

Accountability

Clear scope, next steps, and action items after calls. Version control for materials shared. Data security.

Care

Pacing that aligns with priorities, risk tolerance, and privacy. Coordination with your tax/wealth/legal advisors.

Honesty

Direct about risks, limitations, and trade-offs. No promises, false scarcity, or manufactured urgency.

Clients are empowered to:

  • Separate the dream of foreign residency rights from the mechanics of the transaction
  • Gain an objective, unfiltered view of the marketplace
  • Establish a logic-based foundation for your exploration
  • Bypass marketing noise to analyze the actual investment structure
  • Map the specific risk landscape applicable to dual citizens
  • Align complex offerings with your personal liquidity and tax priorities
  • Decode technical jargon and scrutinize terms and conditions
  • Identify structural red flags in offshore offering documents
  • Evaluate how specific opportunities fit your total financial picture
  • Build a future strategy defined by clarity rather than sales pressure

I do not provide legal, tax, or investment advice.

Engagements

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