The analysis behind the advice.
These briefings are designed to be shared with your existing legal, tax, and estate planning advisors. Each provides the structural context that individual specialists frequently lack — the cross-jurisdictional picture that informs which questions to ask and in what order.
Sovereign Planning Landscape: Annual Outlook 2026
Tier movements, programme risk, and the structural shifts that matter for internationally mobile families. Italy flat tax at €300K. Malta MEIN terminated. Portugal post-NHR. The U.S. geopolitical variable. Eight jurisdictions assessed.
The Interaction Effects Problem
Why multi-advisor households accumulate sovereign planning risk — and why the failure mode is structural, not professional. Three case studies from recent engagements: a €340K exit tax exposure, a GILTI liability across UAE and Portugal, and a trust structure whose protection depended on a treaty under renegotiation.
The Italian Pathway After Decree 36
What changed in the Jus Sanguinis landscape, what remains viable, and who should still pursue an Italian citizenship claim. Current judicial pathway timelines, the sequencing risks most practitioners are not modeling, and the planning architecture that Italian citizenship produces.
Reading the analysis is not the same as applying it to your situation.
The diagnostic applies the analytical framework in these briefings to your specific jurisdictional architecture — your citizenship, residency, tax obligations, and asset exposure — and produces a working document your advisors can act on.
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