The Most Common Question
What services do you offer?
We offer a wide range of services related to international diversification, especially international investments and related structuring. Here are a few of the most common services we provide our clients, family-office style.
Foreign real estate ownership and investment
We support the purchase, maintenance, and sale of foreign properties in dozens of countries.
Swiss asset management and private banking relationships
We first started helping US clients invest in Switzerland in the early 90s. It’s a major part of our practice.
International retirement account structures
We’re able to assist in diversifying your retirement assets – IRAs, Roth IRAs, and qualifying 401(k)s into foreign assets including securities, foreign real estate, and other select private assets.
Foreign precious metals storage and ownership
We support the purchase, shipping, maintenance and sales of precious metals in both unallocated and allocated form, in private vaults and traditional bank safe-deposit boxes, within IRAs and regular accounts.
International diversification strategies
We help US clients understand how to diversify out of the US dollar and, once you’ve made a decision, to coordinate the professionals to make that happen.
International wealth and asset planning
For clients interested in acquiring assets overseas, we offer comprehensive planning solutions to help you better understand the options out there and the pros and cons of each.
Coordination of legal, tax, banking, and investment professionals
Clients rely on us to coordinate all of the professionals involved in keeping overseas assets tax compliant, regulatory compliant, and integrated into their larger estate planning.
If you’re considering an opportunity outside the United States and aren’t sure where to start, we can help you understand what needs to happen, identify the right professionals, and coordinate the process from beginning to end.
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Frequently Asked Questions
We fill a unique place in the world of international diversification. The following Q&A should help you get a better sense of how we can be of value to you.
What exactly do you do? Are you lawyers?
No, we’re not lawyers or legal advisors. We’re structured as a family office that specializes in helping US clients who hold international assets. Clients come to us for holistic planning solutions that generally go beyond what one specialist will do. In doing so, they’re saved from having to figure out all the moving pieces needed to make a typical scenario work.
Think of us as your architect, contractor, and property manager, depending on where you are in the international wealth planning process.
The best way we’ve found to explain it is as follows:
- In the planning phase, we act as the architect, identifying what needs to be built and organizing the right professionals.
- In implementation, we serve as the contractor, coordinating foreign legal, accounting, and tax partners to put your structure in place.
- During ongoing maintenance, we operate like a property manager, keeping your plan in good order and compliant year after year.
Can you offer investment advice or manage assets directly?
No. All investment management is provided by our partners licensed to offer financial advice to US clients. Our role is planning, assistance in implementation, and ongoing coordination of regulatory, tax, and related matters.
Do you specialize in any specific areas?
Although we will take on any engagement that involves US and international planning, many of our clients often have a need for the following:
- Swiss Bank Accounts and Swiss Asset Management: We help you find the right bank and advisor. Then working with our partners, we help you set up and maintain your account.
- Foreign Real Estate: Building the most cost-effective structure that keeps taxes to a minimum, works within a US estate plan, and uses structures to avoid probate in the foreign country.
- International Precious Metals: Buying, selling, moving, or storing international precious metals – personally or through offshore structures like foreign trusts or companies.
- Offshore Insurance: Tax-deferred and/or tax-exempt offshore insurance products that can hold foreign real estate, foreign bank accounts, foreign stocks and funds, or precious metals.
How are you different from a lawyer or CPA?
Most lawyers or CPAs focus on one jurisdiction and one specialty. We build and maintain cross-border plans, pulling together all the moving parts across multiple countries. That means we’re looking at your whole picture—your goals, assets, tax exposure, and legal risks.
Why would I work with you instead of my local lawyer?
There’s nothing wrong with working with your local lawyer or accountant. But after 40 years of doing this, we’ve noticed that not every lawyer has the perspective and expertise to build, implement, and manage international plans that involve multiple jurisdictions.
If you are 100% sure you need a specific product, service or strategy your local lawyer can offer, then it’s a good idea to work with them.
But if you want a holistic view of international diversification that takes every threat and opportunity into account – with no bias towards any one solution – then give The Nestmann Group a chance to have a look.
What kinds of clients do you typically work with?
Our clients are often US citizens and permanent residents typically looking to move some of their assets internationally for diversification reasons – to reduce their exposure to the dollar, or to US financial system and market risk.
Many clients are also looking to access opportunities that simply aren’t available in the US.
Who do you work with?
Generally speaking, we can best serve an individual or family who meets at least one of the following:
- Wants to move at least US $1,000,000 internationally
- Makes at least USD 500,000 per year and is looking to build up an international base of assets over time
- Has at least USD 1,000,000 overseas already and wants ongoing help with compliance and tax coordination.
Do I need to move overseas to benefit from your services?
No. Many of our clients stay US-based but want to diversify their assets internationally.
You don’t need to give up your citizenship or move overseas to benefit from our work.
What’s the difference between tax evasion and legal tax reduction?
Tax evasion is illegal—period. It means hiding income, failing to report accounts, or misleading the IRS. That’s not what we do.
With our licensed partners, we assist with identifying legal tax reduction options. That includes choosing favorable jurisdictions, structuring assets strategically, and making full use of what the law allows.
There’s nothing unethical about reducing your tax burden—if you do it the right way. It just takes smart strategy, experienced guidance, and a long-term view.
Can you help set up offshore trusts or LLCs for US citizens?
Yes. We focus on strategy and coordination. When your plan calls for a trust, company, or insurance policy, we can set it up for you.
Can you work with my existing legal or tax advisors?
Yes, we’re happy to. At the same time, if your existing legal or tax advisors aren’t comfortable taking on international mandates, we can introduce you to some of the advisors we work with.
How do I get started working with you?
The easiest way is to book in a free introductory consultation with one of our advisors. We’ll review your case and let you know if it makes sense to explore a working relationship or not.
To get started, please request a consultation here.
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Testimonials
What Our Clients Are Saying About Us
Former SEC Regulator
I worked with the Nestmann Group to open a Swiss investment account for my IRA and to explore options for European citizenship. As someone who spent years working in the regulatory field, I appreciated their clear communication, prompt responses, integrity and attention to detail. I always felt in capable hands.
Dale S.
I chose the Nestmann Group because they have a good track record with such programs and strong customer service. I’m very happy to recommend them.
John V.
I have been a client of the Nestmann Group for many years. Their service is professional, competent, and trustworthy.
Eric
I chose the Nestmann Group because of their communication. I received a high level of professional service that got the job done.
Paul Z.
My consultation session with Brandon was fantastic. I’m very pleased with the suggestions I’ve since received from him, and I’m steadily working to take action on each bit of advice. I had reached a point where I felt I had too many juggling balls airborne, and I recognized I needed to seek quality guidance on how to best manage what I’d thrown into the air. I’m glad I was directed toward Brandon and Nestmann, and I hope my recommendation of their services will be beneficial to you too!
Shared Anonymously
It was so nice to work with a group of people with integrity when so many people these days are just trying to sell you something you don’t need.
Thomas M.
I appreciated the quick turnaround time. I rarely had to wait long for an answer.
When you’re making this kind of an investment, you want someone who is attentive to your needs and they were.
T. Bohmann
Brandon and Mark, and the whole organization, did a great job for me. They were expert and prompt.
I especially appreciated the fact that they so clearly put my interests first. I would highly recommend The Nestmann Group.
Posted Anonymously
The Nestmann team offers a very high level of client services. We appreciate their quick and clear communication.
It gives us peace of mind to know they are on our team.
R. H.
I am truly grateful for the outstanding guidance and international expertise provided by Mark, Brandon and the entire team.
Most importantly, they are highly principled in their recommendations, always prioritizing my needs above all else.
Tony & Michael
We couldn’t be happier with the services we are receiving from the Nestmann Group. Brandon and Brooke have been easy to work with and are happy to answer any number of questions and deal with issues we may confront. They have made arrangements with other professionals, in addition to their wise counsel, for dealing with many things, some mundane and others not.
Although we sought out their services after we had already obtained both a home and residency internationally, they are continuing to help us see things we oftentimes didn’t even consider as we approach retirement and permanent relocation to Spain. We look forward to continuing our work with them in the years to come.
Leah T.
Brandon and Andrea Roe of the Nestmann Group are the consultants/planners that I’ve been searching for, for the past 7 years since I became the Beneficiary of my late father’s Trust.
They are exactly what I’ve been looking for and had almost given up until a trusted advisor gave to me their information. They have 100% complete integrity and are completely focused on educating their clients about their options and helping their clients find the plans that are in their client’s best interests.
For the first time since my father passed I can relax and I know that I have the best plan possible for my father’s Trust. I am beyond grateful to Brandon and Andrea. They work incredibly hard on their client’s behalf and are vastly competent, confident, knowledgeable, skilled, and experienced and know exactly what they’re doing.
Andrea is so kind, responsive, caring, and organized, she makes you feel like you’re their most important client and responds to your emails immediately. I can’t appreciate and recommend them highly enough. They are truly a Godsend.
Calvin A.
I have been working with Nestmann for more than two years now. I am an investor in 4 properties in Panama and 3 properties in Mexico. There were several issues that I needed to have addressed, and Nestmann had me consider a few more which I had not anticipated and were critical.
I wanted their help to set up structures in Panama and Mexico that could hold my properties without my name on them (even though I still owned and held them), in the most tax efficient way possible and with complex estate planning needs.
This is the sort of work that the Nestmann Group has successfully managed for myself and many other clients. I have known about this organization for several decades, and have now seen that their work is impeccable. I cannot recommend them highly enough.
- Note: Images shown with testimonials are for illustrative purposes only and do not depict the actual individuals, in order to protect their privacy.
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(602) 767-1717
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