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Equip Yourself with the Right Tools
For more than 13 years, we’ve published Nestmann’s Notes, our weekly briefing filled with the latest developments and insights into what it takes to build a resilient international plan.
From offshore bank accounts to international asset management, foreign real estate to international structures, you’ll enjoy the perspective of a team with decades of experience helping American clients navigate the sometimes-complex world of international diversification.
Who This Is For
A Successful Plan Starts with the Right Tools
This service is designed for readers at a beginner to intermediate level, who are looking for a guide to help them enjoy the benefits of international diversification without the pitfalls.
- You’re interested in investing offshore and want to better understand your options and their respective pros and cons before taking a step.
- You’ve worked with AI to come up with a plan but aren’t sure if it’s the right move for you, or whether there are better options.
- You’re trying to get a better understanding of international structures – Nevis trusts and/or Nevis LLCs, Cook Islands trusts or LLCs, foreign foundations, and other foreign structures.
- You already have international assets and want to gain a better understanding of the tax and compliance issues.
- You’re just getting started and don’t yet know what you don’t know.
Unfortunately, there is a lot of misinformation out there. Services like this help you to better separate the wheat from the chaff.
This service caters to the unique planning needs of American clients.
Key Topics Covered
We post many of our briefings on our blog page. For the most part, we cover the following topics…
International Securities
How to build a securities portfolio overseas – International equities, bonds, funds, private equity, and private credit. How to get an account opened. How to address compliance and tax.
International Precious Metals
Physical gold, silver, and other metals. How to buy, hold, and sell metals stored overseas. How to deal with reporting and tax issues.
International Real Estate
Property holdings outside the US, including residential, commercial, and mixed-use assets. How to structure them the right way for estate and/or asset protection purposes. How to deal with foreign and US tax and regulatory compliance.
International Bank Accounts
How to set up an international bank account, where to do it, how to keep it tax compliant in the US, and how to deal with the unique “quirks” that come with being an American with a foreign bank account.
International Cryptocurrency
How to buy, hold, and sell digital assets overseas.
Structures
Clients often think they need a foreign structure for virtually everything. The truth is maybe, maybe not. Every option – whether it be a foreign trust, international LLC, or something else – has advantages and disadvantages.
Compliance
“Boring but Necessary” is the theme here… but also important. Some assets are invisible to Uncle Sam (regulatorily speaking). Others are not. Before you move assets overseas, you need to understand the difference. And, avoid any tax complications in the process.
AI and Planning
We’ve seen a rise in the number of clients who come to us with an AI-generated plan. By itself, there can be a use. But, as of now, it still makes critical mistakes. It’s important you know what those are before taking action.
International Retirement Accounts (IRAs and select 401(k)s)
Many people aren’t aware that you can hold all sorts of foreign assets within an IRA and 401(k) rollovers. But the rules are quite strict and the process can be cumbersome. We talk about how to do it properly, and how to avoid common tax pitfalls.
Tax Opportunities
Contrary to much of the noise out there, going offshore for US clients rarely results in a lower tax bill. But rarely doesn’t mean never. We regularly cover the opportunities, their pros and cons, and how to potentially make them work for you.
Our Expertise
We’ve helped thousands of clients over 40+ years. The business has changed greatly; the fundamentals have not.
What you’ll learn in Nestmann’s Notes is based on decades of hard-won experience.
Better informed. Better results.
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