Frequently Asked Questions
“What services do you offer?”
We specialize in the following:
Domestic and Offshore Structures
Make yourself virtually invisible to frivolous lawsuits
Risk Mitigation Services
Reduce the chance of an attack by ambulance chasers
Estate Planning
Ensure your assets pass to the next generation privately and without hassle
Safe Banking
Access to some of the safest offshore banks in the world
International Investing
Invest in assets outside the US system and away from a declining dollar
Second Residency and Second Citizenship
The ultimate Plan B to “Get out of Dodge”
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Browse Our Frequently Asked Questions
What exactly do you do? Are you lawyers?
No, we’re not lawyers or legal advisors. We’re structured as a family office that specializes in helping US clients who hold international assets. Clients come to us for holistic planning solutions that generally go beyond what one specialist will do. In doing so, they’re saved from having to figure out all the moving pieces needed to make a typical scenario work.
Think of us as your architect, contractor, and property manager, depending on where you are in the international wealth planning process.
The best way we’ve found to explain it is as follows:
- In the planning phase, we act as the architect, identifying what needs to be built and organizing the right professionals.
- In implementation, we serve as the contractor, coordinating foreign legal, accounting, and tax partners to put your structure in place.
- During ongoing maintenance, we operate like a property manager, keeping your plan in good order and compliant year after year.
Do you specialize in any specific areas?
Although we will take on any engagement that involves US and international planning, many of our clients often have a need for the following:
- Foreign Real Estate: Building the most cost-effective structure that keeps taxes to a minimum, works within a US estate plan, and uses structures to avoid probate in the foreign country.
- Swiss Bank Accounts and Swiss Asset Management: We help you find the right bank and advisor. Then working with our partners, we help you set up and maintain your account.
- International Precious Metals: Buying, selling, moving, or storing international precious metals – personally or through offshore structures like foreign trusts or companies.
- Offshore Insurance: Tax-deferred and/or tax-exempt offshore insurance products that can hold foreign real estate, foreign bank accounts, foreign stocks and funds, or precious metals.
How are you different from a lawyer or CPA?
Most lawyers or CPAs focus on one jurisdiction and one specialty. We build and maintain cross-border plans, pulling together all the moving parts across multiple countries. That means we’re looking at your whole picture—your goals, assets, tax exposure, and legal risks.
Why would I work with you instead of my local lawyer?
There’s nothing wrong with working with your local lawyer or accountant. But after 40 years of doing this, we’ve noticed that not every lawyer has the perspective some clients need to properly protect their wealth.
If you are 100% sure you need a specific product, service or strategy your local lawyer can offer, then it’s a good idea to work with them.
But if you want a holistic view of wealth protection that takes every threat and opportunity into account – with no bias towards any one solution – then give The Nestmann Group a chance to have a look.
What kinds of clients do you typically work with?
Our clients are US citizens and permanent residents looking to protect their wealth, reduce taxes legally, and gain greater financial freedom. Many own international assets, run location-independent businesses, or plan to move abroad.
That includes:
- Business owners with offshore income or international operations.
- Investors building legally compliant offshore structures.
- Families interested in multigenerational wealth preservation.
Whether you’re just starting to internationalize or you’ve already taken steps abroad, we help coordinate the tax, legal, and compliance pieces into a cohesive strategy.
Do you only work with high-net-worth clients?
Not at all. While many of our clients are high-net-worth individuals, our planning is just as valuable for anyone serious about protecting their assets and planning across borders. What matters most is your long-term vision, not your balance sheet.
Do I need to move overseas to benefit from your services?
No. Many of our clients stay US-based but want to diversify internationally or strengthen their asset protection.
You don’t need to give up your citizenship or move overseas to benefit from our work. In fact, a growing number of clients are simply looking to add offshore components – like an international trust, second residency, or foreign bank account—to their existing structure as a hedge against future uncertainty.
Whether you stay put or go abroad, we make sure the strategy supports your goals and is compliant with US law.
What’s the difference between tax evasion and legal tax reduction?
Tax evasion is illegal—period. It means hiding income, failing to report accounts, or misleading the IRS. That’s not what we do.
What we do help with is legal tax reduction. That includes choosing favorable jurisdictions, structuring assets strategically, and making full use of what the law allows.
Our planning is 100% compliant, coordinated with trusted legal and tax professionals in both the US and abroad. A dedication to this principle has earned us a reputation in the industry as being very conservative, even “boring”.
There’s nothing unethical about reducing your tax burden—if you do it the right way. It just takes smart strategy, experienced guidance, and a long-term view.
I have a legal problem and need to protect my assets. Can you help?
As we are not currently licensed to practice law in any US state, we cannot offer legal help of any kind. We are a wealth protection planning service that helps US clients invest internationally.
You should know that, if someone does come after you, your window for planning is almost always closed anyway (thanks to something called “fraudulent transfer”). Wealth protection planning needs to be done BEFORE there’s a concrete threat, not after.
Can you help set up offshore trusts or LLCs for US citizens?
Yes. We focus on strategy and coordination. When your plan calls for a trust, company, or insurance policy, we can set it up for you.
Can you work with my existing legal or tax advisors?
Absolutely. We often collaborate with our clients’ current professionals to make sure your planning is cohesive and legally sound in every jurisdiction involved.
How credible is The Nestmann Group?
Mark Nestmann launched what would become The Nestmann Group in 1984. Since then, we’ve helped more than 15,000 customers and clients with their wealth protection needs.
On this page you’ll find a number of testimonials and reference letters from clients.
Not only have we been covered in numerous mainstream media, but leaders in wealth protection and international living world sing our praises too.
Of course, the best way is to review our free resources. That will give you a clear idea of the expertise we bring to the table.
Then, when ready, feel free to get in touch to see how best we can help you.
Where is The Nestmann Group based?
We’re headquartered in Arizona but operate virtually and work with clients across the United States and abroad. Our advisors and network of partners span multiple jurisdictions, allowing us to deliver international solutions no matter where you are located.
How do I get started working with you?
We offer a paid introductory consultation for clients ready to take the next step. It’s a focused session with one of our Wealth Protection Advisors where we assess your goals and review your current situation. We’ll help identify what’s working, what’s not, and what kind of structure would best meet your goals.
If there’s a good fit to work together longer term, we move into the planning phase. We also coordinate the implementation of your plan and remain available for long-term support and ongoing maintenance.
What Our Clients Are Saying About Us
The vast majority of Nestmann clients are very happy with our services. They value the fact that we have so much experience in helping US clients successfully protect their assets using domestic and often offshore opportunities.
And they appreciate the fact that the principals of the firm are still so heavily involved in each client’s case, with a dedicated point of contact to guide them through the process.
Here are just a few comments:
I am truly grateful for the outstanding guidance and international expertise provided by Mark, Brandon and the entire team. They have extensive insights, resources and experiences and most importantly are highly principled with their recommendations to serve my needs first and upmost. With the increasing financial and political threats against the individual, it is very reassuring to have the Nestmann Group as trusted partners to preserve wealth and freedom…
I felt having a second passport from Dominica would give me additional freedom in an uncertain world. I wanted to be sure there was always an option for me to live free of government abuse.
I chose to work with The Nestmann Group because I have been following them for years and had developed a comfort level that made me able to trust them with this important transaction.
In particular, I appreciated the quick turnaround time. I rarely had to wait long for an answer.
When you’re making this kind of an investment, you want someone who is attentive to your needs and they were.
I worked with The Nestmann Group on getting a second citizenship. Brandon and Mark, and the whole organization, did a great job for me. They were expert and prompt. I especially appreciated the fact that they so clearly put my interests first. I would highly recommend The Nestmann Group.
My consultation with Mark Nestmann ended up saving me hundreds of thousands of dollars.
I consider the money I paid to Mr. Nestmann for his advice one of the best investments I’ve ever made.
I could not be happier with the results your guidance has produced for me.
Super sharp, trustworthy, legitimate, serious, and “the real deal.”
Why build your Plan B with us?
Quite simply, because we have the most experience of any active globally-focused wealth protection firm serving US clients.
Since 1984, we’ve helped more than 15,000 customers and clients diversify their assets, protect their wealth, and invest internationally. In the process, they’ve been able to lower their tax burden, gain more freedom, and have a better life.
More than that, we walk the talk. We live the lifestyle. Our partners have lived, worked, and invested internationally.
1960
THE YEAR OUR FOUNDER FIRST STARTED HELPING PEOPLE INTERNATIONALIZE.
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+ Years we've worked with US clients.
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+ Number of Customers and Clients Served.
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% Our success rate at getting clients approved for second citizenship.
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