Should you handle your own international compliance?
Some time ago, a client I’ll call Gerald signed with us. He wanted help reforming an international portfolio that had gotten too out of hand for his liking.
What Separates Good Advisors from the Rest
I was first introduced to the professional world of international investing nearly 20 years ago – working as a junior marketer for a firm selling real estate in the Caribbean.
Worried About Central Bank Digital Currency? 3 Ways to Protect Yourself
Some years ago, the Federal Reserve toyed with the idea of creating a Central Bank Digital Currency, or CBDC.
Do You Really Need an International LLC?
A client I’ll call Lucas came to us after reading about the benefits of an international LLC (ILLC) for asset protection.
How Hard Is It to Get Money Out of a Swiss Bank Account?
I had a call last week with a client considering moving their IRA to Switzerland.
Can a foreign trust really lower your tax bill?
Some time ago, a potential client came to us after making a fortune through a business owned by a foreign corporation that he, in turn, owned 100%.
How Many Planning Firms Should You Vet Before Deciding?
Last week, I had lunch with a colleague on a layover in Zurich. We’re comparing notes as we often do. At one point, he stops and says something I didn’t expect:
Client Question: Funding an Investment Account with Gold
First off, thanks to everyone who responded to last week’s article on whether my missives are not advanced enough. I really appreciate reading all the responses.
Could Private Placement Life Insurance be the “Perfect” Structure?
A client wrote back to one of these articles a few weeks ago with the criticism that our topic coverage was too general and that perhaps he was a little too advanced in international matters than our ideal clients.
Moving Precious Metals Overseas: 3 Things to Know Before You Do It
We help quite a few clients move their precious metals overseas. Sometimes to a private vault or safety deposit box, other times to a “custodial” service where a third party manages the metals on your behalf.
What Questions Should You Be Asking That You’re Not?
When I’m first discussing an idea with a client one-on-one at some point – usually later in the conversation – they will ask me: Are there any questions I should be asking that I’m not?
How to Avoid Buying the “Wrong” Retirement Property
A colleague of mine introduced us to a prospective client a few weeks ago.
Borrowing at 1.25% to Fund a Swiss Investment Account
When I first decided to write about borrowing to top up a Swiss investment account, I had no idea that it would be one of the most popular so far this year.
How to Use Low-Cost Leverage to Boost Swiss Investment Returns
When it comes to investing internationally, our clients broadly fall into two groups…
A Proven Way to Move Your IRA to Switzerland
We have a long history of working in Switzerland – 35+ years and counting. Our first foray was the world of Swiss annuities back in the early 90s.
How Much Should You Pay for a Foreign Structure?
There’s a fair bit to consider when looking to invest internationally for the first time. Some questions are common and others are not.
Does Your Financial Advisor Have “Home Bias”?
We’ve noticed a tendency among advisors – especially US advisors – to believe that the US is the best place for all sorts of things.
Before You Invest in Foreign Real Estate, Answer These Three Questions
I was first introduced to foreign real estate investing in 2007, roughly six years before I started working with The Nestmann Group.
What Happens to Foreign Real Estate When You Pass Away?
We have many clients buying property in foreign countries. Compared to holding assets like cash (in a foreign bank account), stocks or bonds (in a foreign investment account), precious metals (in a foreign vault), or other “movable assets”, foreign real estate almost always falls very clearly under the jurisdiction of the country in which it sits. It’s a “situs” asset.
Why Do Americans Invest Overseas?
Obvious but true: When it comes to investing overseas, it’s important to start with the why long before you start choosing foreign investments or the structure to hold it in, or whether to put those structures in the US or outside.
Can Americans Still Open an Offshore Brokerage Account?
We work with many US clients looking to set up their first offshore brokerage account. They do so for a variety of reasons: • To diversify out of the dollar. • To move assets into a more stable banking system. • To avoid political and economic risk from having all your eggs in one basket.
Buying Foreign Real Estate? How to Choose the Right Structure Before You Sign
I had a call with a client a few days ago to discuss their foreign real estate. They’ve entered into purchase agreements to buy a number of properties in a couple of countries and wanted to know the best way to hold them.
International Gold IRAs: What’s the Best Way to Structure Them?
A client recently asked us to help them move their Gold IRA to Switzerland. Because of how many we’ve done, it’s become something of a specialty.
Who’s Really Responsible for Your International Investments?
I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any reasonable standard.
International Diversification: Why Don’t More Americans Invest Overseas?
I’ve often had the impression that most Americans invest as if the rest of the world barely matters.
Will Dual Citizens Lose Their US Passport?
Last week, we had a call with a client looking to get second citizenship in Europe. He raised the recent “Exclusive Citizenship Act” proposed by Senator Moreno of Ohio – the one that would outlaw dual citizenship directly.
IRAs and International Investing: A Key Mistake to Avoid
I’m considering investing in a private company at 10%. The concern is that the company asked me to join its board of directors. They offered me extra equity as a one-time incentive to join the board. The board work doesn’t pay any compensation.
The Dangers of Using AI for International Planning
Someone wrote us a few days ago with an emergency. He’s not a client and not on our email list.
Does Uruguay Citizenship by Investment Really Exist?
A prospective client asked me about Uruguay’s “Citizenship by Investment” program. The problem? It doesn’t exist.
Forced Heirship And Foreign Real Estate: A Warning
A client came to us recently having spent years building her overseas plan. Key to that was the purchase of several properties in Portugal as long-term investments.
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