The Missing Asset Class
in Your Financial Plan

Treat residency and citizenship rights like assets. Review yearly. Allocate intentionally.

Used by globally mobile families and founders

Why Mobility Assets Now

Policy risk changes rules. Optionality protects families and capital.

Diversify exposure to any one jurisdiction across residencies and citizenships.

Rights create access: live, work, bank, invest, and move when needed.

Financial Assets

Equities, bonds, cash. Liquidity and return drivers.

Real Estate

Hard assets for utility, yield, and inflation hedging.

Digital Assets

Programmable networks and protocols with risk.

Mobility Assets

Residency and citizenship rights that expand freedom of action.

Total Portfolio

Total

Portfolio

Illustrative only. Not investment advice.

Public Equities

Liquidity, growth potential, and global market exposure.

25%

Alternative Investment

Non-traditional assets for diversification and alpha generation.

25%

Real Estate

Tangible assets providing income, appreciation, and inflation hedge.

25%

Cash & Cash Equivalents

Immediate liquidity for opportunities and emergencies.

10%

Global Mobility Assets

Option value in crises, jurisdictional flexibility, and access to global opportunities.

Fixed Income

Stable income generation and portfolio stability.

Currencies & Commodities

Hedge against inflation and currency risk.

Asset Allocation Table

Asset Class	Estimated Average Allocation (%)	Notes
Real Estate	35%	Primary residence dominates; limited rental property exposure
Public Equities	35%	Primarily through retirement accounts (401(k)/IRA)
Cash & Cash Equivalents	10%	Held in emergency or short-term liquidity reserves
Fixed Income	10%	Conservative exposure in bonds or bond funds
Alternatives	5%	Minimal exposure — sometimes REITs or funds
Currencies & Commodities	2%	Rare, limited to gold or ETFs
Global Mobility Assets	3%	Overseas investments including mobility assets