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International Investing Insights & Strategies

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For more than 40 years, we’ve helped American clients invest internationally. Every week, we release a new insight and/or strategy that will help you understand your options, pros and cons, and how to avoid common pitfalls and mistakes.

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Spanish-style coastal villa with an infinity pool overlooking the sea at golden hour (AI Art)

Easiest (and Hardest) International Investments to Inherit

We’ve often warned clients to be careful how they set up their foreign holdings if they plan to leave them ...
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Split image: a smartphone showing dollar, euro, pound and yen balances beside a grand European bank entrance (AI Art)

Wise vs Foreign Bank Account for Currency Diversification

In response to my recent The Bigger Story behind $40 Trillion piece, a client sent in the following: ...
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Executive office at dusk with a steel vault door, world map and city skyline through the window (AI Art)

What Does “Asset Protection” Mean in 2026?

In the past few weeks, we’ve had three inquiries that specifically asked for “asset protection”. But as we got into ...
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Cracked gold coin bearing the Statue of Liberty standing on broken stone before the US Capitol (AI Art)

The Bigger Story behind $40 Trillion

I remember the day I learned that gross federal debt had crossed the 10 trillion-dollar mark. It was the fall ...
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Zurich's Limmat riverfront with St. Peter's clock tower, the Fraumünster spire and the Alps beyond (AI Art)

Boots on the Ground in Zurich: 3 Trends

I just got back from summer in Europe, finishing with a week in Switzerland, mostly Zurich. ...
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Executive office with a gilded world map and floor-to-ceiling windows over a harbour city and mountains (AI Art)

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 ...
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Concept art of an article about What Separates Good Advisors from the Rest—How to Choose an International Financial Advisor: iceberg (AI Art)

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 ...
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Concept art of an article about Worried About Central Bank Digital Currency: Puppet strings control a digital currency coin (AI Art)

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. ...
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Concept art of an article about Do You Really Need an International LLC: road signs for domestic planning and international structure (AI Art)

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 ...
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Concept art of an article about How Hard Is It To Withdraw Money From A Swiss Bank Account: investor using online banking to transfer funds from a Swiss bank account (AI Art)

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. ...
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Concept art of an article about Offshore Trust Taxation Assumptions: Tropical Island above an iceberg containing legal and tax documents beneath the surface (AI Art)

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 ...
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Concept art of an article about Comparing International Planning Firms For Americans: forest path with multiple trails (AI Art)

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. ...

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Concept art of an article about Funding an Investment Account with Gold: Swiss private bank vault with gold and silver bullion (AI Art)

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 ...

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Concept art of an article about Could Private Placement Life Insurance be the Perfect Structure: luxury mechanical watch with exposed movement (AI Art)

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 ...
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Concept art of an article about 3 Issues in Moving Gold Overseas: gold bars and coins (AI Art)

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, ...
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Concept art of an article about What Questions Should You Be Asking That You Are Not: advisors reviewing plans (AI Art)

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 – ...
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Concept art of an article about Buying Retirement Property Overseas: Panama City apartment with panoramic views (AI Art)

How to Avoid Buying the “Wrong” Retirement Property

A colleague of mine introduced us to a prospective client a few weeks ago. ...
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Concept art of an article about Borrowing to Fund a Swiss Investment Account: Swiss bank and lake view (AI Art)

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 ...

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Concept art of an article about How to Use Low-Cost Leverage to Boost Swiss Investment Returns – Lomard loans: Balcony overlooking Swiss landscape (AI Art)

How to Use Low-Cost Leverage to Boost Swiss Investment Returns

When it comes to investing internationally, our clients broadly fall into two groups… ...
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Concept art of an article about Moving IRA to Switzerland: Swiss lake and mountains with Swiss flag (AI Art)

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 ...
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Concept art of an article about How much should you pay for offshore structuring: (AI Art)

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 ...
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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 ...
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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 ...
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Concept art of an article about What happens to foreign real estate when you pass away: villa in Italy (AI Art)

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), ...
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Concept art of an article about Why Americans Invest Overseas: Businessman overlooking city skyline from office window

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 ...
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Concept art of an article about Americans Opening an Offshore Brokerage Account: World map showing connected global financial centers (AI Art)

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 ...
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Concept art of an article about Foreign Real Estate Ownserhip Structure for Americans: vacation apartments in Mexico (AI Art)

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 ...
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Bank in Switzerland (AI Art)

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, ...
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Modern office interior in Phoenix (AI Art)

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 ...
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Concept art of an article about International Diversification: Globe in office (AI Art)

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. ...
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Better informed. Better results.

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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.