Future-Proofing Wealth through Global Mobility & Asset Protection with Matt Sumner
Wealth Strategy Secrets of the Ultra Wealthy with Dave Wolcott
In this eye-opening episode, Dave Wolcott welcomes Matt Sumner, founder of Outbound Investment, to uncover the cutting-edge strategies ultra-wealthy families and global investors are using to protect their wealth, diversify internationally, and secure their future freedom.
With over 15 years of global experience and a track record of helping 30,000+ advisors and clients, Matt shares a rare boots-on-the-ground perspective from working across 60+ countries, including China, Portugal, and premier offshore jurisdictions.
What You’ll Learn
1. The Four-Pillar Framework for Global Wealth Strategy
Matt introduces his proven four-pillar approach to planning your global wealth setup:
- Mobility – Gain optionality and access with second residencies and citizenships.
- Tax – Optimize your tax obligations globally and legally.
- Asset Protection – Use structures like offshore trusts and foundations.
- Investment – Diversify capital across geographies, currencies, and sectors.
“Your mobility is your freedom insurance policy. If that’s taken away, your wealth and options are next.”
2. Why Global Mobility Is No Longer Optional
The post-COVID world accelerated interest in Plan B strategies, second passports, and remote-friendly jurisdictions. Americans, in particular, have migrated in record numbers—over 9 million now live abroad.
Key mobility drivers:
- Political division & instability
- Safety concerns (e.g., mass shootings)
- Tax burden and estate transfer rules
- Remote work flexibility
- Lifestyle values and quality of life
Matt explains how to tap into ancestral citizenships, Caribbean economic citizenship programs, or Portugal’s residency routes—even if you’re not a billionaire.
3. Asset Protection 101: Structures & Jurisdictions That Matter
Asset protection isn’t just for the ultra-rich. Learn how to:
- Distinguish between trusts vs. foundations
- Select top-tier jurisdictions like Cayman, Seychelles, Liechtenstein
- Understand fraudulent conveyance windows (e.g., 2-year limits)
- Avoid pitfalls of using trusts in the same jurisdiction where you’re litigated
The ultimate goal? Divorce ownership from control to legally shield assets from litigation, creditors, or unforeseen global risks.
4. International Diversification: Beyond the Dollar
The world is shifting—and so should your capital. Matt shares real-world insights into:
- Currency exposure: USD vs. Euro, Renminbi, crypto
- Real estate in Tier-1 global cities as hedge assets
- Holding wealth in multiple jurisdictions and currencies
- The role of AI disruption in future-proofing family wealth structures
“If you’re holding 100% of your net worth in USD, you’re not diversified. You’re exposed.”
5. The Coming AI Wealth Paradigm Shift
Family offices are now exploring AI to:
- Redefine governance models
- Optimize asset deployment and operations
- Protect legacy wealth in an exponential tech world
According to Matt, “AI is becoming a private tool for elite wealth structuring—what worked 10 years ago will be obsolete soon.”
Final Thoughts
Whether you’re a seasoned investor, entrepreneur, or just starting to explore global wealth strategy, this episode will challenge your assumptions and open your eyes to new possibilities.
Outbound Investment is your go-to partner for:
- Second residency/citizenship solutions
- International asset protection
- Tax-optimized structures
- Access to best-in-class advisors globally
