Today’s episode welcomes an extraordinary guest, Matt Sumner, founder of Outbound Investment and a leading voice in the world of global wealth strategies. With over 15 years of experience and a unique journey that started in Shanghai and spanned more than 60 countries, Matt has guided over 30,000 advisors and clients through the complex landscape of international investing, tax optimization, and asset protection.
Matt’s expertise is built from firsthand experience—from learning Mandarin in China to collaborating with top-tier solution providers worldwide. He brings a fresh, boots-on-the-ground perspective on how the world’s wealthiest families diversify, protect, and even future-proof their portfolios and lifestyles against political, financial, and technological changes.
In this enlightening conversation, Matt unpacks the growing desire for international mobility, dual citizenship, and Plan B strategies among entrepreneurs, investors, and families—especially in the wake of COVID-19’s impact on global freedom and mobility. He offers an approachable breakdown of his four-pillar framework: mobility, tax, asset protection, and global investment, helping listeners rethink how to create true financial sovereignty and resilience.
Whether you’re concerned about overreliance on your home country’s systems, seeking international diversification, or preparing for future uncertainties, Matt’s practical advice sheds light on actionable steps to start globalizing your wealth today.
In this episode, we discuss:
-
Why second residencies and global citizenships are on the rise among North Americans
-
The essentials of international asset protection and legal structures
-
Practical ways to diversify assets and hedge against systemic risks
-
How family offices and investors can adapt to a rapidly changing world with AI and global shifts
Click here to learn more: https://pantheoninvest.com/episode171
