Introductory Planning
International PossibilitiesTM
International Possibilities is our foundational planning service designed to help people early in the process better understand their options, and the pros and cons of each.
Whether you already have a rough sketch of the plan or you’re completely brand new to the world of international investing, this service will give you a crystal clear idea of how to move forward — with a clear list of steps, budgets, and questions you might not have even thought to ask.
Who This Is For
An Introduction to International Planning and Investing
International Possibilities is built around solving the needs of Americans either considering a foreign investment or are brand new to the idea and trying to get a better handle on whether it makes sense in their case and, if so, how to go about getting started.
- US clients considering moving assets or restructuring internationally.
- US clients who are actively considering a foreign investment or foreign structure and want to better understand the risks and rewards of moving ahead with it.
- US clients who want to avoid committing to the wrong structure and dealing with the cost of fixing it later.
- US clients who are early in the process, don't know what they don't know, and want a guide to help them understand their options and determine which ones may work best.
The Problem
Do You Understand What You’re Getting?
A lot of people make their first international efforts without a clear idea of what they’re getting into. They often make decisions based on partial information, only to later discover they’ve committed to something more expensive, more complex, or more demanding than they expected.
The Reality
Unexpected compliance requirements, higher fees than budgeted, poor tax treatment, structures that don't work as intended.
What We Do
Lay out the full scope of what you're looking at before you commit—so you can decide whether it's worth pursuing, and if so, which path makes sense for your situation.
Key Questions Answered
This is a structured process to determine what direction actually makes sense in your case – or whether it even makes sense to internationalize – before making any commitment.
Does this make sense?
There’s a lot of noise on the Internet about this topic – much of which is misleading, doesn’t apply to American clients, or is just plain wrong. You’ll receive an honest assessment of whether international options make sense for you.
What makes the most sense?
If the answer to the first question is yes, we’ll dive into what options are best matched to your goals and any situational constraints.
When does it make sense to start?
Depending on what you’re trying to accomplish, you’ll get a clear idea of when you should start any efforts – not too early but also not too late. (Doing business internationally is often slower than people expect.)
What We Work Through
Here’s a look at the kinds of things we cover during the process—not a checklist, but a sense of the ground we’ll cover.
Where You Stand
We take a look at your existing planning and setup to understand how any international effort will be complementary to your existing planning.
Goals and Constraints
We look at what you’re trying to accomplish and what may affect your budget, timeline, or preferences on how to go about it.
Realism Check
Different factors will affect what options you have. You’ll have a clear idea of what may and may not be worth a closer look.
Asset Access Options
We make you aware of the various international asset diversification categories, and the pros and cons of each, as applied to your situation.
Structure and Jurisdiction
With a clear idea of your options, we’ll outline the best structure and jurisdiction to match your needs.
Regulatory Framework
We’ll help you understand what regulations (US and foreign as needed) may apply to your plan.
Tax Framework
We’ll help you understand the tax implications (US and foreign) that may come with the implementation of your plan.
Setup and Ongoing Fees
We’ll give you a clear idea of the setup and governance/maintenance fees for any proposed solution.
Timelines
You’ll get a sense of what the timelines will be to implement your plan.
Next Steps Summary
We’ll give you a summary list of the specific steps in sequential order
Everything is customized to your situation.
We don’t use templates or pre-packaged solutions.
REVIEW
We start by taking a high-level look at where you are now, what you’re trying to accomplish, and what situational factors affect your options.
OPTIONS
We identify the various options to fit your needs – along with the pros and cons of each.
NEXT STEPS
With your feedback, we narrow down a path, identify next steps, budgets, and timelines.
How it works
Key Milestones
Information Intake
We collect some basic background on your current structure, assets, and objectives. This gives us enough context to make our first strategy session productive.
Strategy Session
We work through your situation in detail and work through some of the various options in real time getting your feedback, thoughts, and objections all the way through.
Next Steps Summary
We distill the discussion into a clear set of takeaways and next steps, and send this to you ahead of a follow-up session.
Follow-Up Session
We walk through the summary together, clarify any open questions, and confirm whether it makes sense to proceed further and the best way to do it. If it makes sense to move forward, we confirm next steps and how implementation would be structured.
OUTCOMES
What You’ll Leave With
Here’s what you’ll walk away with after we work through your situation.
Clarity
A clear idea of whether it makes sense for you to move assets overseas.
Knowledge
You’ll leave with a clear idea of the factors that go into a successful international plan.
Plan of Action
If it does make sense to proceed, you’ll have a clear plan of action with next steps, budgets, and timelines.
Partner Fit
Most clients choose to engage us for implementation. By the end, you'll know whether we're the right partner for execution.
Implementation
What Happens Next
If you decide to move forward, implementation is handled as a separate engagement.
Depending on the direction chosen, this phase may include some of the following items.
Structures & Entities
In coordination with experts on the ground (accountants, lawyers, and other professionals), we establish any required structures, domestically in the US and/or overseas, as the case may be.
Banking
Working with our network of banking partners, we facilitate account openings and coordinate the relationships.
Asset Transfers
In collaboration with your existing custodians and institutions, we coordinate the movement of assets internationally.
Investment Management
We introduce you to asset managers who specialize in US client situations and coordinate the investment mandate once accounts are open.
Ongoing Compliance and Regulatory Matters
In coordination with your US and international tax advisors, we ensure the overall setup is workable from a US reporting and compliance standpoint.
Note: Not every engagement requires all of the above. The scope depends on your objectives and the structure (if any) that is put in place. The exact scope is defined clearly before any implementation begins.
CUSTOM QUOTED
(Range: USD 5,000-USD 8,000)
Fees for this service are custom quoted based on how many areas you would like to explore, but range between USD 5,000 and USD 8,000.
Any fees paid under this service are eligible for full credit toward an agreed-upon implementation plan, subject to certain terms and conditions.
FAQ
Frequently Asked Questions
Answers to common questions about our services.
I’ve already made a decision to diversify internationally. Do I need this service?
Maybe. Maybe not. Please get in touch for a complimentary, no-cost introductory call. We’ll ask you a few questions to get a sense of your case and let you know if we believe a planning engagement is needed or not.
What’s my takeaway from this service?
The key deliverable is a clear idea of whether investing internationally is right for you, how it could work, and all the information needed to make an informed decision on how to proceed.
Our findings and recommendations are summarized in a concise briefing of key points and implementation notes.
I have some ideas or have started down a path and wouldn’t mind a second opinion. Can you include that?
Yes. If you are currently considering an international investment or structure, and would like to better understand:
How it might fit into your existing plans
Whether it’s likely or not to meet your set goals
… we can make it a priority in any International Possibilities™ engagement.
Can you recommend offshore investments?
No, as we are not licensed to offer personalized investment advice to American clients. However, we are able to make you aware of the different asset classes available, how they work for US clients, advantages and disadvantages of the options, general fees, and other relevant information.
If you engage us further to help implement a foreign investment strategy, you will engage licensed professionals as required with us serving as coordinators of the various pieces of the strategy.
What does implementation involve, and how much does it cost?
Implementation is a separate engagement and depends on the direction chosen and the complexity involved.
It is not a one-step setup. In most cases, it involves multiple coordinated actions, often working alongside other advisors depending on the structure.
Scope and pricing are custom quoted after the planning phase, once the right approach has been established.
Who is this not for?
Anyone looking for a standalone plan or immediate execution without understanding the implications.
Don't see your question? Contact us - we're happy to help.
Schedule a Complimentary Introductory Call
The first step is a conversation with one of our associates. This gives us a chance to learn more about you, answer your questions, and determine whether we’re the right fit to help.
During the call, we'll:
Learn about your goals and what you're trying to accomplish
Discuss any international investments or assets you own (or are considering)
Answer questions about our services and how we work
Explain what working with Nestmann Group typically looks like
Determine whether it makes sense to move forward
There’s no obligation. If we believe we can help, we’ll explain the next steps. If not, we’ll tell you that too.
Schedule Your Introductory Call
The easiest way to get started is to schedule a conversation with one of our associates.
Call us directly:
(602) 767-1717
Mon - Fri, 8am - 5pm MT