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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.
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.
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.
I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any reasonable standard.
I’ve often had the impression that most Americans invest as if the rest of the world barely matters.
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.
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.
Someone wrote us a few days ago with an emergency. He’s not a client and not on our email list.
A prospective client asked me about Uruguay’s “Citizenship by Investment” program. The problem? It doesn’t exist.
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.
Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about the decline of the US dollar and wanted to understand how building a foreign portfolio would help with that.
Earlier this year, one of the largest firms in the international migration business published an article suggesting that it’s “technically possible” to use your IRA or 401(k) funds to invest in a Golden Visa program.
I was talking to a potential client – A US financial advisor – about Swiss investments. He half-joked, “it must be heavy carrying all that cash to Switzerland”.
Owning property abroad is a dream for many — income, lifestyle, dollar diversification, sometimes even residency. But while the brochures sell sunsets and beaches, making money from your foreign property investment depends on unglamorous details: things like how the property is titled, managed, structured, and taxed.
Especially since the beginning of the year, one theme has come up repeatedly in conversations with clients: concern about the decline of the US dollar.
"Is it really safe to live in Costa Rica?" a client asked me last week. It’s a fair question. Central America often gets painted with the same broad brush, but Costa Rica is different. Known for political stability, strong infrastructure, and established expat communities, it consistently ranks as one of the region’s safest options.
Panama has long drawn foreign interest—for its role as a global trade hub, for its welcoming residency programs, and for its mix of modern infrastructure with tropical lifestyle. Retirees, investors, and multinational companies alike have all found reasons to plant a flag here.
Buying property abroad can be exciting. But unfortunately, all too often we hear some variation of: “I jumped in a little too early without thinking it through.”
If you’ve spent any time looking at foreign real estate, you’ve probably come across headlines like: • “Own a vacation home in paradise and let it pay for itself!” • “Turn your beach house dreams into a cash flowing short term rental!”
America's wealthy are voting with their feet. According to one study, inquiries from America's wealthy about residency & citizenship abroad increased by 183% in Q1 2025, compared with Q1 2024.
Over the last decade or so, Panama has become increasingly popular for Americans looking to buy foreign real estate – and sometimes even move themselves – overseas.
For more than 1.6 million Americans, Mexico is home. And with good reason: the focus of life is less about work, it’s warmer, and in plenty of places, it’s also more affordable.
If you live abroad and qualify under IRS guidelines, the Foreign Earned Income Exclusion (FEIE) can allow you to exclude up to $130,000 in earned income from US federal income tax in 2025.
As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is the lowest it’s been in decades. Geopolitics is getting louder.
In 2025, the movie La Dolce Villa hit Netflix – inspired by Italy’s now-famous “1-euro home” program – documenting an American couple who tries to rebuild their lives (and a crumbling Sicilian farmhouse) after selling their tech startup.
With political stability, good healthcare, and a legal system that protects foreign investors, it’s easy to see why more than 120,000 Americans now call Costa Rica home.
Buying real estate overseas can be a smart way to diversify – not just your assets, but your lifestyle and legacy, too. But if you're hoping to finance that purchase as an American, you’ll quickly learn the rules are different. Sometimes wildly so.
We’ve spent more than 40 years helping Americans safeguard their wealth. Through market meltdowns, currency crises, and overnight regulation changes – we’ve seen how quickly things can turn.
The global financial system isn’t collapsing -- but it is splintering. The BRICS nations – Brazil, Russia, India, China, and South Africa – are gradually reducing their reliance on the US dollar.
A villa in Portugal. A condo in Panama. Farmland in Uruguay. It sounds simple – buy some property, enjoy the upside, maybe build a Plan B.
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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.