A 100% legal and fully compliant offshore asset protection and financial privacy plan
Working with you hand in hand to put it all together
And all the ongoing support to keep your custom strategy up to date and aboveboard… even if the rules change
John and Kathy were two wealthy professionals on the edge of retirement.
They were concerned about where this country is headed. And what that could mean for their hard-earned savings.
So they did what most smart people do… they started researching. Searched online, subscribed to an international newsletter and even went to one of the many offshore conferences.
They found what looked like the perfect solution. Offshore but relatively close to home. Well-regarded service provider in a private jurisdiction.
Unfortunately, it turned out to be entirely illegal for Americans to use. The lawyer was trying to scam them to make a quick buck.
When (not if) the IRS found out, they would have lost a lot of their nest-egg in fines.
And if the government thought they acted maliciously, they could have spent the next few years in a federal prison cell.
Thankfully, they checked with me first. And I was able to get them all sorted out.
In the process, they ended up with a powerful new offshore plan for themselves – one that was 100% legal for Americans to use.
But every day, Americans across the country are getting cheated out of their hard-earned money by lawyers and other “professionals” who make big promises they can’t deliver.
I know I can’t help them all. But I do want to use my 28 years in this business to help as many as I can.
That’s why I created Private Wealth.
Private Wealth is a comprehensive offshore consulting program for those who:
Are fairly new to asset protection or
Have done much research but taken little action or
Are overwhelmed by the process and are afraid they’ll make mistakes or
Have done a few things offshore and are either unsatisfied with the results and/or don’t know where to go next.
It was developed to address the following problems in today’s America:
Having too much of your hard earned money taken away in taxes to pay for deadbeat welfare recipients
Frivolous lawsuits where anyone can sue for any reason (and often win in court or force you to settle, even if you’re innocent)
Potential government confiscation of your retirement funds to feed a bankrupt system
Having a big chunk of your money taken by the central planners when you want to pass it onto the next generation (i.e., estate planning).
… But in a totally different way than the vast majority of so-called experts out there:
Working with you side by side to first create and then implement a plan. No selling you useless information you can’t use.
Ensuring that all planning is 100% aboveboard and completely legal. There’s absolutely no point in going offshore only to get yourself in trouble.
Focused exclusively on the American market. Thanks to an overbearing government, we have to put up with rules no one else does. But that also creates certain opportunities if you know where to look. Generalists who don’t work with American clients every day simply cannot compete with an offshore specialist firm like ours.
Centered around capital preservation rather than risky growth. If you’ve studied me up close, you know I’m a conservative guy when working with clients. Your money is just too important to try on unproven fads. I stick with what works – plain and simple.
All those factors put together have let me help more than 15,000 customers and clients over more than a quarter century (and counting).
I’d like the opportunity to do the same for you.
Step One: Qualification
We make sure you’re the right fit for the program. Our criteria include:
You pay taxes to the IRS, no matter whether you are a US citizen or permanent resident or whether you live in the US or not.
A net worth of $200,000 or more.
The process is very simple. My associate will ask you a couple brief questions.
If you qualify, you move on to step #2. If not, we’ll refer you to another of our programs that might be more suitable.
Step Two: Initial Call with Me, Mark Nestmann
Next, one of my staff schedules an initial telephone consultation with you and me.
(Or, if you happen to be in the Phoenix area, it can be conducted in person.)
During that call, I will work with you to:
Discover your reason “why” – the one thing driving you to look offshore in the first place
Determine your preferences, objectives and goals – as well as any specific jurisdictions you might be interested in
Answer various questions you might have about going offshore from information you’ve read in my work or that of others in the offshore world
Sometimes, I think it beneficial to bring in a specialist or two in certain areas. This may require additional phone consultations. Whatever is required is included at no extra fee.
Step Three: Create Your Blueprint
With the information collected on the call, I (together with certain specialists as needed) will create an offshore blueprint for you. Depending on the initial call, it will include some (or perhaps all) of the following:
A review of your current assets, including how to get the most out of your current structures as well as opportunities and potential threats
The best offshore banking options for you
Where and how to hold precious metals – both current holdings as well as new
Offshore real estate recommendations
The best offshore brokerage platform for you
What structures are best to protect your assets and maintain as much financial privacy as possible
How to protect your collectibles (coins, stamps, art, etc.) offshore
Opportunities to minimize tax
Estate planning options
The best 2nd residency options for your specific situation
The best 2nd passport options (both economic citizenship and alternative ways, as relevant)
Asset classes to avoid FATCA reporting requirements
How to ensure you stay compliant with all relevant US law (tax or otherwise)
That last point is especially important. While the US government doesn’t directly hold citizens back from doing business offshore, they do require you to fill out various forms and generally comply with certain regulations.
If you don’t do it right, there can be some serious consequences.
And of course, not everything may be applicable. What you can count on is that everything covered in your plan will be hand-tailored to your specific goals and situation.
Step Four: Review Your Blueprint
Once ready, we’ll send your plan to you by FedEx or secured email (your choice).
Step Five: Implementation Call with Me
After reviewing your blueprint, you’ll have a second call with me to address any questions you might have, as well as establish a plan for action.
Probably for the first time, you’ll have a crystal-clear idea of what you need to do in order to reach your offshore goals.
Step Six: Resource Connection and Implementation
After our Implementation Call, we will make all the appropriate connections to get you going. As well, the Nestmann team will provide 3 months of unlimited support – whatever is needed to help you put your plan into action.
Step Seven: Ongoing Support
After the 3 months of unlimited Implementation Support, if you’d like us to continue as your offshore strategy and implementation partner, just let us know.
With Private Wealth, you end up with a plan that…
Is 100% Fully Compliant with All US Law: We’re very careful on this point. Not only do we ensure that the plan is fully aboveboard on the day of creation, but we make sure it stays aboveboard with ongoing support and personal updates as the laws change.
That’s because while the offshore world has many opportunities, the government does impose some pretty strict reporting requirements. If you don’t follow them – or you try to follow them and your accountant does it wrong – you’re at the mercy of the taxman. Not a good place to be.
I can’t stress this enough: Do not get into this unless you’re working with someone who can keep you in compliance. It’s not terribly difficult, but it does need to be done right by someone who knows what they’re doing.
(Which leads me to my next point…)
Causes No Red Flags with the IRS: I have done a lot of business internationally for more than 25 years. I have filed all the required forms and followed all the rules. In that time, not once has the IRS ever come back to me with an issue. No audits. Nothing.
It’s an experience common to all clients who follow my recommendations. And while no one can make concrete promises regarding anything that involves a government outfit – based on a very long track record – any planning you do with us is highly unlikely to raise any issues for you.
As I’ve already said multiple times, we’re very careful about such things. We only do what works.
Will Help Do Everything You Want Offshore Without the Hassle or Risk: With us by your side, you’ll be able to finally accomplish all your offshore objectives without fear of making a mistake and getting yourself into a sticky situation.
This service is the first step in what I hope will be a long partnership together: We take care of all the work and you get to enjoy the benefits.
Because every client is different, your own blueprint will be different too. But that's not to say they don't follow the same basic format. Here are a few examples from recent work I've done:
John Bookman*, 56. Married with two adult kids, one of which he is still supporting while in college. Entrepreneur with a successful small business that he wants to sell in a few years. Total net worth: Approximately $650,000 including business and primary residence.
Why he engaged our services:
Concerned about frivolous lawsuits that could arise for business reasons
Hates FATCA and wants a way to avoid it
Is overwhelmed by all the conflicting offshore information out there; just wants his offshore strategy set up and then managed properly so he can get on running his business and getting ready to spend time with his upcoming first grandchild
Structure the sale of his business to legally and substantially reduce taxes owed
Invest in FATCA-reporting-free assets offshore and legally keep some level of financial privacy from the feds
Get set up with my trusted partners who specialize in helping American citizens stay fully compliant with offshore reporting requirements
Tax deferral on the sale of his business (more than enough to cover all fees for the initial work with me, the required structures and many years of ongoing costs)
Peace of mind
Norman Enkelman*, 65. Recently divorced (mostly amicably). Employee at Fortune 500 company – about to retire. 32-year-old son who is already self-supportive. Looking to protect $1.2 million of post-divorce assets in retirement. Pension and Social Security income meet ordinary living costs.
Why he engaged our services:
Wants to internationalize his retirement savings
Wants to look into the possibility of living outside the US
Concerned about “bail ins” in the US banking system (Basically, the government, IMF, etc., forcing depositors to give some or all of their savings to pay for the irresponsibility of bank managers)
Move IRA offshore and use American-favored liability protection structure to lock down the assets inside
Open accounts with at least 2 international asset managers within a certain out-of-favor jurisdiction that still offers some of the best banking services (and low risk of bail-ins) for high net worth clients like Norman
Work with my trusted partners to maintain everything, including all US reporting requirements
Protection from potential collapse of US dollar
Sense of safety knowing his money isn’t likely to be taken away because of some incompetent (or maybe just greedy) banker
Brian Sasso*, 78. Married to wife of 54 years. 4 adult children. Retired. Sold his share in a successful manufacturing business 13 years ago. Husband and wife have estate totalling $5.7 million. Social Security and income from savings meet all ordinary living costs.
Why he engaged our services:
Wants to avoid estate taxes
Wants savings placed in a structure that gives him strong asset protection and maximum flexibility
Wants to invest 25% of his net worth in precious metals as an inflation hedge and for protection in a global financial meltdown
Create an international estate planning structure using limited liability companies and trusts
Work within chosen structures to purchase precious metals and set up precious metals storage relationships in ultra-safe depositories
Use chosen structures to open an account with a very special private bank; one of the safest in the world, because the owners are personally on the hook if the bank ever goes bust (I rarely recommend them as minimums are high)
A setup that avoids ALL estate taxes but is still flexible enough to deal with any future family-related changes
State-of-the-art asset protection in a relatively low-cost structure
A virtual “bomb shelter” solution that can withstand nearly any sort of global financial meltdown without capital loss
True peace of mind
Naturally, this is a greatly simplified version of what your blueprint will look like. The average plan contains 12-15 pages. Some are 20 or more depending on complexity.
*Note: Name changed to preserve privacy.
Please note that your blueprint will be on the conservative side. While there are professionals who are happy to recommend riskier strategies, we are not one of them.
Our main focus over the years has been capital preservation (especially when it comes to retirement assets and estate planning). If you are looking for someone to help you “get rich quick by going offshore,” this program will not work for you.
If you’re looking for a safe, legal way to protect what you have with reasonable growth, Private Wealth will work very well indeed.
There are few programs out there quite like our Private Wealth. But they do exist... if you’re willing to pay the big bucks. A plan built by a big name law firm will generally start at $50,000 and go up from there.
If you can find a small-town lawyer that understands the offshore world (very rare), you might save a couple bucks.
Our fee is much lower.
Depending on how complex your case, you’re looking at an investment of between $7,400 to $16,500. Fees on an extremely complex case can occasionally be higher. However, this rarely happens.
Why so “cheap”?
Well, because we don’t need to pay for fancy corporate offices in fancy skyscrapers that might impress visiting clients, but don’t make the work any better.
We don’t have to pay overpriced suits to bill at their peak rate while pawning the work off to a lowly associate.
We don’t pay for expensive dinners, private jets for the partners or other trappings of a big name law firm.
That means our cost of doing business is much lower than your standard law firm. And so we can afford to deliver a top-notch product at a much reduced rate.
(In fact, I’ve had more than one prominent lawyer compliment me on the strength of Private Wealth plans we’ve created for clients.)
If you have $250,000 to protect, $10,000 represents only 4% of your capital.
At $500,000, that percentage drops to 2%.
And at $1,000,000, a miniscule 1% – about the price of a low-fee mutual fund.
In return, you get something much better – a workable plan, 100% legal. And, with the ongoing support, we’ll ensure you remain fully compliant too.
Here’s one more way to think about it.
It’s no secret that you can get better returns at lower risk offshore than you can in the US. For example, I’m currently making 3% on a 1-Year USD CD at a certain Panamanian bank.
If you were to put $250,000 in the same investment, you’d make $7,500 within a year – being conservative again, that’s 75% on what you paid for this program.
If you were to put $500,000 in, your gain would be $15,000 – 150% of the blueprint price.
And at $1,000,000? $30,000. A 3 to 1 gain.
There are very few low-risk investments that pay out like that.
Of course, I’m not saying to put all your money into one bank to earn just 3%. And I can’t give investment advice.
What I am saying is this: Even a conservative investment offshore will more than cover the fee – far in excess of what you can get here in the US.
And you’ll gain so much more besides – peace of mind, a sense of safety and satisfaction knowing you’re better prepared than the average bear.
And I will be there to help you all the way down the path.
I should mention that you can’t just snap your fingers and sign up for this program.
We’re serious about only working with clients where we can deliver on our promises. That’s why you need to talk to a Nestmann associate first.
During this brief interview, my associate will ask you a couple questions to see if you’re a good fit. You can have your questions answered too.
Then, he’ll let you know the number and if you both think it’s the right time to enter the program, you’ll have an opportunity to do so.
I can’t make it any easier than that.
Within 24 hours, you’ll receive a personal follow-up message from one of my staff. It will contain all the details on the application process.
That person will be your personal day-to-day contact throughout your program, ensuring you’re always talking to the one person who knows your entire client file. It’s a white glove concierge service.
Founder, The Nestmann Group
PS. The CEO of a leading financial newsletter business (and a private client) once said to me: "You've forgotten more than most 'experts' know on this topic." I’ll admit I was flattered, but it's not that far off. I've seen everything that can go right and wrong when it comes to offshore protection strategies.
As a bulldog researcher, I've helped to uncover the lies, frauds and scam artists in the field. I've even been sued for naming names ahead of the curve (which later turned out to be true).
In many ways, I've become a kind of de facto consumer protection advocate – leveraging my skills and experience to protect my clients' and customers' interests.
Private Wealth is an opportunity for you to enjoy the same – just like I have for thousands of customers and clients over the decades.
Here’s just a very small sample of their feedback:
Mark was much better at weeding through the big-picture issues and getting to what seemed a useful level of detail without being bogged down in mind-numbing minutia. – S.C.
I consider the money I paid to Mr. Nestmann for his advice one of the best investments I've ever made. – A.S.
My consultation with Mark Nestmann ended up saving me hundreds of thousands of dollars. – B.K.
I could not be happier with the results your guidance has produced for me. – C.J.
Super sharp, trustworthy, legitimate, serious, and “the real deal.” – B.W.
And from industry experts:
I've known Mark Nestmann for more than 15 years and have to say, when it comes to protecting your assets, privacy, and personal freedom, he’s one of the best in the business. His track record speaks for itself.
More importantly, though, he truly cares about the people he works with. He goes the extra mile to make sure that anything he does really benefits his customers and clients. It's why I'm happy to recommend him and his products to anyone looking to go offshore the right way.
Bob Bauman, Former US Congressmen and Legal Counsel to The Sovereign Society
Mark is a leading asset protection specialist… definitely worth the price if you are serious about saving your ass and your assets.
Simon Black of SovereignMan.com
I'm also grateful to count other leaders such as former US Congressman Ron Paul, Dr. Gary North, and FreedomFest Founder Dr. Mark Skousen as fans.