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 PRO COURSES
PFIC Help logo. Words with a magnifying glass over the C in PFIC PFIC Help logo. Words with a magnifying glass over the C in PFIC
ABOUT US

Hi, I’m Amy Short. My first Portuguese visa was issued in 2016 and in 2023 my active U.S. securities registrations began. I will complete an MS in U.S. Taxation in 2027.

I am a dual U.S.-Portugal citizen, naturalized in Portugal in April 2025.

I am the principal of Golden Visa Direct. I translate residency by investment complexity into lawful, strategic, and well structured global access for U.S. clients.

I focus on implications, not promotion. My work centers on 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.

The market sell programs. I evaluate implications. I am not here to promote Golden Visa programs. I am here to help Americans understand the risks, structures, documents, and ongoing obligations attached to any fund investment-based residency by investment path.

U.S. investors deserve clear, balanced information about risks, fees, conflicts, tax impact, and reporting obligations before capital is committed.

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OUR PROMISE

Values

A client-first orientation imbued with honesty, care, duty, integrity, clarity, compliance.

I aim to earn your trust.

Client First

Education, not promotion. I look past the benefits and focus on implications.

Clarity

Plain language. No theatrics.

Coordination with your legal, wealth, and tax advisors.

Integrity

No promises about outcomes. No legal, tax, or investment advice. No recom-mendations or sales of securities.

Compliance

My work is aligned with applicable U.S. rules.
Separation of immigration and investment scopes.

Honesty

Direct about risks, limitations, and trade-offs. No false scarcity, no manu-factured urgency.

Duty

Accountability. Clear scope, documented next steps and action items. Version control for shared materials.

Care

Pacing that respects client bandwidth, priorities, risk tolerance, and privacy. 

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A PFIC Exposure Diagnostic is
the first step to diagnose
a structural flaw.
Uncover your tax exposure in an offshore fund that meets the definition of
a Passive Foreign Investment Company (PFIC).
U.S. investors deserve clear information about risks, fees,
conflicts, tax impact, and reporting obligations.
 

​​​​​​​

​​​​​​​
A PFIC Exposure Diagnostic is
the first step to diagnose
a structural flaw.
Uncover your tax exposure in an offshore fund that meets the definition of a Passive Foreign Investment Company (PFIC).
U.S. investors deserve clear information about risks, fees, conflicts, tax impact, and reporting obligations.
 

​​​​​​​

Frequently Asked Questions

We do not provide tax advice, but we do provide education on key points and U.S. tax provisions.

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Disclaimer

This material has been prepared for information and educational purposes only. It is not intended to provide, nor should it be relied upon for tax, legal, or investment advice. Each investor should consult appropriate tax, legal, and financial professionals regarding individual circumstances.
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