The Nestmann Group keeps you up to date on important trends, developments and risks that may affect you. Here’s what’s new…
You've done the hard work: built a solid portfolio, contributed diligently to your retirement plan, and steered clear of financial fads. But if you’re like many high-net-worth investors, there's a quiet unease when you scan your IRA.
The systems aren’t broken. But they’re bending. US dollar risk, political gridlock, growing deficits – none of these are new. But together, they’ve become a signal. A signal that relying solely on “the way it’s always been” is no longer a plan.
You’ve probably asked yourself: Where is this all headed? Ballooning deficits. Political gridlock. Uncomfortable talk about wealth taxes. Add it up, and even the most patriotic Americans are starting to look for backup plans.
Worried about where the economy is heading – maybe even a global currency reset? You're not alone.
For years, foreign bank accounts were a great first step for Americans wanting to go offshore. They offered privacy, currency flexibility, and access to international markets.
How to insulate against US market chaos with foreign property—legally. It’s been building up for some years, but since early 2025, we’ve seen a surge in the number of Americans looking to get out of the US dollar and the chaos of the US markets.
A Golden Visa in Dubai opens the door to long-term residency in a place known for both rapid growth and investor-friendly policies—not to mention famously low taxes.
You’ve worked hard to build your wealth. But if you’re like many successful Americans, protecting that wealth is probably an afterthought. It’s easy to assume you’ll “get to it later” when you’re focused on building a career, growing a business, or managing investments.
Many of our clients ask us about real estate in Costa Rica for expats, and for good reason: the country has long been a dream destination for expats seeking sunshine, natural beauty, and a relaxed lifestyle.
We get many inquiries from clients about Cayman Islands residency, and for good reason.
As the global landscape becomes increasingly uncertain, more of our American clients are asking about viable options for establishing a foothold outside the United States.
The world feels shakier every day, doesn't it? More Americans are wondering how to protect their money from inflation, political chaos, and economic uncertainty. Many ask us if offshore banking might be part of the answer.
Nobody likes paying taxes, and state income tax can take a big bite. It feels even worse when you move outside the US but have to keep paying in your home state without using any of the services there.
How safe a place is comes up a lot when clients ask us to help them find the “best” overseas place to live. If you’re in the same boat – you’re thinking of leaving the US but aren’t quite sure where yet – Europe is worth a look for plenty of reasons.
Despite what you might have heard, Americans can still open offshore bank accounts. Yes, it’s harder than it used to be. But it’s not impossible.
Costa Rica's emerald jungles and pristine beaches beckon millions in Foreign Direct Investment (FDI) each year, offering the promise of both paradise and profit.
Clients often ask us about buying property in Costa Rica. Is it legal? Is it safe? What about taxes? And how should they structure ownership to protect themselves?
If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for yourself, but for your children and grandchildren.
As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security.
Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report).
The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately or risk losing everything!"
On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history.
Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we hear from clients is: "What happens to my money after I'm gone?"
In early April 2025, President Trump unveiled a sweeping set of new tariffs. Ranging from 10% to 50%, they target nearly every country and mark a return to trade protectionism on a massive scale
Clients sometimes ask us, "Can I buy Bitcoin in my retirement account?" and for good reason, as investors continue to look for new ways to grow their nest eggs and protect retirement savings.
"How do I set up a family foundation?" It's a question we hear from clients who want to make a lasting impact with their wealth.
Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve built and make things easier for their loved ones.
“The world is changing, and not for the better.” We’ve been telling our clients this for years, and it’s truer today than ever.
When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a real-life drama about his $80 million estate.
"Is it really safe to live in Mexico?" That's usually the first question clients ask us when they're considering moving south of the border.
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The Nestmann Group does not sell, rent or otherwise share your private details with third parties. Learn more about our privacy policy here.
By signing up for this briefing, you’ll also start to receive our popular weekly publication, Nestmann’s Notes. If you don’t want to receive that, simply email or click the unsubscribe link found in every message.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
The Nestmann Group does not sell, rent or otherwise share your private details with third parties. Learn more about our privacy policy here.
By signing up for this briefing, you’ll also start to receive our popular weekly publication, Nestmann’s Notes. If you don’t want to receive that, simply email or click the unsubscribe link found in every message.