International Investing
Free Courses to Help You Get the Lay of the Land
Designed for people relatively new to the world of international investing, these reports will help you understand how best to think about international investments, why so many Americans are looking to place some of their assets overseas right now, and the relative pros and cons of different strategies.
“Is an offshore trust right for me?” is one of the most common questions we get. In this report, you’ll learn when it makes sense and when it doesn’t. And how to avoid the common tax trap that causes a lot of these structures to fall apart under pressure.
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We’ve helped clients invest in Switzerland for more than three decades. Here’s the unvarnished truth about what you get and what you don’t. With oodles of details and insights from a firm that doesn’t just talk the talk but actually walks the walk – helping clients both set up but also maintain their Swiss accounts over time.
Howdy! We’re just updating this report.
A new version of this report is coming in fall 2026. But feel free to get in touch and we’ll send you a copy as soon as it’s ready.
This topic is designed for Americans brand new to the world of international investing. We’ll help you understand the various asset classes on offer, what works and what doesn’t, and help you understand things like fees, budgeting, and compliance.
Howdy! We’re just updating this report.
A new version of this report is coming in fall 2026. But feel free to get in touch and we’ll send you a copy as soon as it’s ready.
Until recently, it was difficult to use your retirement funds to invest internationally. But over the years, certain providers have sprung up to serve this urgent need. We’re proud to have served a leading role in this development. In this report, we’ll tell you what the options are, how to do it, and where to start. Available to IRAs of any type and certain qualifying 401(k) plans.
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On clicking "Unlock the Report," you'll receive an email asking you to confirm it's really you making this request. Once you’ve done so, you’ll have access to the report and a complimentary subscription to our weekly briefing Nestmann’s Notes. You’re welcome to cancel your subscription by clicking the Unsubscribe link at the bottom of every email or by contacting us at .
Prefer to use a privacy-focused email? Services like DuckDuckGo, ProtonMail, or Apple's Hide My Email work just fine with our systems.
What does it mean to ‘get out of the US dollar’? A lot of our clients have been asking this question in recent years and often end up more confused than when they start. In this report, we break it down step by step – from understanding what this means in practice to why it’s so important right now, to how to get started. Included are specific models catered to different types of clients and motivating reasons.
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On clicking "Unlock the Report," you'll receive an email asking you to confirm it's really you making this request. Once you’ve done so, you’ll have access to the report and a complimentary subscription to our weekly briefing Nestmann’s Notes. You’re welcome to cancel your subscription by clicking the Unsubscribe link at the bottom of every email or by contacting us at .
Prefer to use a privacy-focused email? Services like DuckDuckGo, ProtonMail, or Apple's Hide My Email work just fine with our systems.
America is one of the most litigious countries in the world. If you have a business, or engage in high-risk professions (e.g. medicine, construction, finance), a lawsuit isn’t a theoretical possibility; it’s a matter of luck. And once the lawsuit comes, it’s legally too late to do anything about it. So how do you protect yourself ahead of time? In this report, we’ll give you the options – where you should start (hint: it’s not offshore) – and when it makes sense to bring in an international element for certain very high-risk clients.
Howdy! We’re just updating this report.
A new version of this report is coming in fall 2026. But feel free to get in touch and we’ll send you a copy as soon as it’s ready.
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