SECURE ORDER | The Nestmann Exchange
Our Monthly Video Briefing for Those Looking to Go International
The Nestmann Exchange was created nearly 10 years ago for people who are new to international planning and recognize that, when it comes to going offshore, you don’t know what you don’t know.
Each month, we take a practical look at an important internationalization topic—from offshore investing and banking to global diversification and wealth protection—giving you clear, actionable insights you can put to use.
Who this is For
Professional Planning Firm Insights at a Very Affordable Price
The Nestmann Exchange is built for those quite new to the idea of moving assets internationally. Month by month, we introduce you to a different aspect of the international investing landscape and help you understand how it might apply to your situation.
- Americans living in the US or abroad who want a better understanding of how international planning works and what options may be available to them.
- Beginners and intermediate listeners/viewers who are still early in the process of learning what’s available in the international investment world, and who want practical, plain-English guidance.
- People at all stages of life who want to better protect, diversify, and organize what they have built.
- A wide range of income and net worth levels — whether you are just beginning to explore international options or already have assets you want to manage more intelligently.
Included in Your Membership
A Simple and Straightforward Way to Learn about International Diversification
We’ve deliberately kept this program as simple as possible for listeners and viewers who are brand new to all this, aren’t even sure if it’s right for them, and don’t want to make a big commitment to learn more.
Immediate Access
Immediate access to each new monthly briefing as soon as it's released.
Full Access
Full access to the Nestmann Exchange archive, featuring years of past briefings covering offshore investing, banking, international planning, wealth protection, and more.
Key Benefit: A Full Library
Your membership comes with access to dozens of broadcasts. Here’s a sample of our more recent episodes.
Theory vs. Reality: What Actually Works Internationally
August 2026
- An easy way to tell a competent advisor from one just blowing a lot of smoke.
- Four international tools that are often misrepresented and end up costing clients a lot of money, time, and hassle.
- What I consider the simplest, most liquid, and arguably safest ways to get started with international investing… and it happens to be very low cost compared to more popular options too.
The Forgotten Side of International Planning
July 2026
- Why international estate planning has gotten so complicated over the past forty years.
- Understanding the differences between common law estate planning (the basis of most US planning) and civil law systems — and why it matters for your assets abroad.
- How to have your last wishes enforced in foreign countries – and when it is and when it simply isn’t.
- The best places to buy if you don’t want to have your estate subjected to “forced heirship”, a legal concept that takes away your right to distribute your property as you may want.
- Three common approaches to “anti-probate” structuring… and when skipping probate might actually not be the right move.
- If you own any real estate outside the US, a key document that gives your wishes the strongest legal standing under local law.
How to invest internationally when you’re “asset rich but cash poor”
June 2026
- A detailed look at our internal 4-step process that guides us as we take a client from initial ideas through to an international investment strategy.
- A clear look at what domestic assets can… and can’t be moved offshore… without triggering a tax bill.
- Common mistakes we see Americans make when buying property in Panama for the first time.
- The four common mistakes new-to-the-idea clients make when first considering an international strategy.
- Two techniques to free up cash on a truly illiquid domestic asset.
- A clear idea of how long it takes to implement an international strategy… from someone who’s working with clients on such things every day.
Panama Property Investing: A Reality Check
May 2026
- What sort of investor should buy in Panama… and who probably shouldn’t.
- The first three steps any would-be real estate investor should take before looking at properties.
- Common mistakes we see Americans make when buying property in Panama for the first time.
- The 5 ownership options most common in the country, which ones tend to be best for Americans (depending on how you use it), and why your US trust or LLC doesn’t make the cut.
- Whether it makes sense to set up a foreign bank account in Panama… and when not to.
- Our thoughts on whether Panama will continue to attract as much American investment over the next few years as it does right now.
The Real Cost of Swiss Investing
April 2026
- The Real Numbers: We conducted a detailed analysis of eight of the 50 asset managers chosen at random… Here’s the average fee you should “expect” to pay…
- The Minimum Fee Trap: How a “low” percentage fee can secretly double your costs if your account is under $1M — and how to avoid it.
- The Comparison Mistake: How to accurately compare a foreign asset manager to your US advisor (most people do this wrong and it costs them).
- The Full Cost Breakdown: A point-by-point summary of the obvious and not-so-obvious fees associated with having a foreign investment account.
- The Sweet Spot: The threshold that makes a foreign investment account worth a closer look.
3 Real-World Ways to Move $2 Million Overseas
March 2026
- The 5 core pieces every offshore strategy is built on (no theory).
- How to avoid setups that look good on paper but fail in practice.
- 3 real-world examples of $2M going overseas (from simplest one country to multiple jurisdictions).
- The most common (and costly) mistakes to avoid.
- A clear 4-step path to getting started.
Summary
Your Membership Includes:
- Immediate access to the latest monthly briefing
- Full access to the Nestmann Exchange archive
- New briefing released every month
Only $9.95/month
Satisfaction guaranteed. Cancel anytime.
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