Proven Asset & Wealth Protection

Go Offshore Without the Risk

Your legal and compliant Plan B built by the Nestmann team and our close circle of offshore legal and tax specialists

Highly flexible and customized strategy (just what you need and nothing you don’t)

The same methodology we’ve used to help more than 15,000 customers and clients over 35+ years

A simple deposit gets you started (with no further commitment)

The following letter is relevant to any business owner, licensed professional, retiree, entrepreneur or anyone who needs the benefits of going offshore but doesn’t want the risk.

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 out there.

They found what looked like the “perfect” solution. Offshore but relatively close to home. Well-regarded service provider in a private jurisdiction.

Unfortunately, it was too good to be true. And very illegal.

If they had gone ahead, the IRS could (would) have taken a big chunk of a nest egg they had worked decades to build.

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 us first. And we were able to build a legal Plan B that gave them a lot of the benefits they wanted without the big risk of doing anything illegal.

But we know there are more John and Kathys out there.

Honest, hardworking Americans who are losing their hard-earned money to professionals that either don’t know how to handle US clients or simply don’t care to serve them well.

We know we can’t help everyone. But if you’re reading this, perhaps we might be able to help you.

Are You the “Right” Private Client?

(Please answer “Yes” or “No” to the following questions)

  • Are you fairly new to asset protection?
  • Have you done a lot of research but aren’t sure where to start?
  • Are you overwhelmed by the process and afraid you’ll make mistakes?
  • Have you done a few things offshore and are either unsatisfied with the results and/or don’t know where to go next?
  • Do you have a current structure or plan that costs too much, isn’t doing what was promised or simply isn’t working for you in some way?
  • Are you a sophisticated offshore investor who knows a strong Plan B must regularly adapt to the economic and political winds of the day?

If you answered “Yes” to at least one of the questions above – and you have a net worth of at least $500,000 – then consider the Private Client program.

Designed for US Clients

Although we do have international clients, our bread and butter are US Citizens living in the US and US Citizens living overseas who are still subject to the whims of Uncle Sam.

That includes:

  • Dealing with an unstable political system that doesn’t respect your right to keep what you’ve worked decades to build… or to decide how much to pass onto your kids and grandkids.
  • Paying a big chunk of your hard-earned money in taxes (or silently through currency debasement) to pay for generous welfare programs.
  • Frivolous lawsuits where anyone can sue you for any reason with no risk to themselves… and often win in court or force you to settle, even if you’re innocent.
  • A realistic chance that the government could confiscate your retirement funds to bail out a bankrupt system.
  • A highly unstable financial system that seems to be a hope and prayer away from collapse on a monthly basis.
  • A dollar that has lost 99% of its value (relative to gold) in the last century.
  • A tax system that makes you keep paying even if you choose to leave the country but keep your passport. (The US is one of only two countries – and the only developed one – that does this.)

Yes, US Clients need a unique US solution. And thankfully, within all those rules and regulations, the powers that be have given us options.

But only a real specialist will know where to look.

With that said… Please don’t get the idea that I’m somehow anti-American by stating the obvious above. This is still a great country because it’s made up of many great people. And in many ways, it’s still a great place to live. But that doesn’t mean there aren’t problems. Our job is to help you enjoy the fruits of living in the US (if you so choose) while taking prudent steps to protect yourself and your assets against the worst threats.

The first step is to be clear about…

Your Plan B “Bedrock”

Some clients want to get their money out of Dodge. To leave the country and never look back.

Others want the peace of mind that comes with knowing they can leave when they want.

Many want to keep living here but want some or all of their wealth held safely (and privately) offshore.

And a few want access to services and opportunities not available stateside.

That’s why any good Plan B starts with Your Goals.

Not with any structure or strategy or current “flavor of the month.”

But what you want for your future.

(If you take nothing else from this letter but the insight that it’s better to do nothing than buy into an offshore structure or strategy that doesn’t help you reach your goals, I’ll have done some good.)

Next, you need to be clear on how much money you have to work with.

Someone with $50,000 won’t be able to do as much as someone with $5,000,000.

In today’s world, the safest offshore banks want you to deposit hundreds of thousands or even millions of dollars. Same with the best wealth managers.

That’s not to say you need so much. There are still a few options for someone with $10,000 in free cash who wants to get started.

But it’s important to be clear about what you have to work with.

Next, you need to ask yourself how much risk you have – what we call Your Personal Risk Factor™. The more you have, the more asset protection you’ll need.

And how much risk you have depends a lot on your personal lifestyle and how you make your money.

A retired 75-year-old living in an apartment on Social Security will have a much lower risk profile than a 45-year-old businessperson known for his success with 150 employees, a high standard of living and a big house.

The retiree has a very low risk profile and (probably) isn’t much of a target.

But the business owner certainly is…

…from his employees,

…his customers (and their customers) if the product fails in some way or doesn’t live up to expectations,

…and from frivolous lawsuits because he’s seen as successful.

And finally, you have to consider your own preferences. Is there anything you specifically want in your Plan B (and anything you don’t)?

Clients don’t often give this a lot of thought. But it’s very important.

So here are a few questions to help you on your way:

  • Am I prepared to give up some control to gain more asset protection, or would I rather keep more control but expose my Plan B to more risk?
  • What’s more important to me – safety and higher fees or higher risk and lower fees? (Very rarely do safety and low fees go together.)
  • What am I willing to pay to set up everything?
  • What am I willing to pay to maintain my Plan B?
  • How much am I willing to send offshore? At first? Over time?
  • Should I test a little first or am I prepared to commit early on?
  • Are there any jurisdictions I like better than others?
  • Are there any jurisdictions I want to avoid at all costs?
  • Do I want to be able to talk to the people working on my Plan B or will email suffice?
  • Am I prepared to travel to put the plan together?

The Bedrock Elements of a Winning Plan B:

  • 1
    Your Goals: What you’re hoping to achieve (beyond any specific structure)
  • 2
    Your Net Worth: How much you have to work with
  • 3
    Your Personal Risk Factor™: How exposed to risk you are
  • 4
    Your Preferences: What you want and don’t want – and the other tradeoffs involved in your Plan B

With those answers in hand, you’re well on your way to building a Plan B that works for you.

All built on a solid foundation… the bedrock of a proper plan.

As a Private Client, you’ll work with us to establish that bedrock.

That way, you’ll get a plan that not only gives you what you want in a way that fits your life, but does so legally and in full compliance with US regulations.

(After all, what’s the point of making a big mistake while building a Plan B and having it all fall apart in the face of legal attack?)

Capital Preservation, Not Risky Growth

A 67-year-old client I’ll called Dan came to us a few weeks ago. He had just retired and sold his business, bringing his net worth to roughly $7 million.

He said to me,

“This is all I have. I can’t afford to lose it. I need it to last the rest of my life. But I also need it to spin off enough money to finance my lifestyle without tapping into the principle. Can you help me?”

Now, we don’t manage money. No one at the Nestmann Group is licensed as a Registered Investment Advisor under SEC rules. (At least, not at the moment.)

But we do work closely with asset managers with decades of experience in their field (and in working with our clients). They know how to preserve wealth and offer decent growth.

Are they as cheap as your local investment advisor down at the bank? No.

Are they worth the fees to the right sort of client (like Dan)? Absolutely.

And in fact, we have many clients like Dan who have built up a good nest egg and are worried it won’t last through retirement. They can’t afford to lose it all to a risky strategy.

Or lose it by leaving hard-earned savings in the US where anyone with money is a target.

It’s that idea that has made us known for building Plan Bs that are:

  • Very conservative and
  • Focused first on preserving wealth.

But it’s not the only thing we’re known for.

Common Client Requests…

Offshore Banking

For some, a foreign bank account is the first and best step in going offshore. But which is the best bank for you?

The safest ones have higher minimums, especially if you want additional services beyond a regular checking account. Fees are generally higher but some have lower fees if you’re open to more risk. Most involve trade-offs in some form or other.

So clients rely on us to do the work identifying which option is right for them and then make the appropriate referral.

Offshore Wealth Management

Another popular request: Helping to find the right team to safely manage your wealth, give access to investments not easily (or at all) available in the US and get out of the sinking dollar.

Over the decades, we’ve been able to find and work with a number of great firms in this area. These firms are proven and, although minimums aren’t low, are well worth a look for the right client.

Plan B Development

You come to us because you know you need to do something but aren’t quite sure what. You may want to leave the country. You may not. You may have some experience with structures. Or perhaps you’re brand new to everything.

We sit down and help you build – from start to end – a Plan B that helps you clarify your goals, figure out what you want in a plan, what the appropriate structures are given your net worth (and the asset classes you hold) and what’s really needed given Your Personal Risk Factor™.

We then distill it down into a series of simple choices – usually an A, B and C. You decide and we work with you and our various specialist contacts to put the plan together.

Other Client Requests…

Of course – as long as it’s legal, ethical and moral – we’re able to assist with almost anything related to the offshore world, such as:

  • Creating an offshore privacy strategy using asset classes that aren’t reportable to anyone in the US
  • Moving brokerage accounts offshore
  • Every sort of structure from LLCs and Corporations to Foundations and Trusts – both domestic and offshore
  • Finding holes in your current planning and helping you plug them
  • How to safely buy offshore real estate the right way
  • Second citizenship options, including Citizenship by Investment (CBI) and ancestry (jure sanguinis) programs
  • How to make sure you’re reporting your foreign assets properly
  • International tax planning that, in some cases, lets you build a business offshore totally free of the taxing power of Uncle Sam (Admittedly, it’s not a simple process, but we’ve had a number of clients who’ve successfully done it, and are happy to show you how too.)

Of course, all of your Plan B pieces are built to work well together. We won’t just do the work and leave you to figure it all out.

The Best Solutions Are More than Just the “Best” Thing

Clients often ask us:

What’s the best [fill in the blank]?

For example:

  • What’s the best offshore bank?
  • Who’s the best offshore broker?
  • What’s the best structure?
  • Where’s the best place to store gold?

The honest answer is that there isn’t any… not really.

Instead, there are banks, brokers and structures that may or may not be best for you.

Banking in a frontier or emerging market is not the best for an investor seeking safety.

Setting up a convoluted foreign structure is not the best when holding domestic real estate.

Setting up a second residency in a tropical country is not the best when you don’t like the heat.

In other words, the “best” depends on you. Your “best.”

But there’s another piece to this that most advisors don’t talk about.

There is No ONE Best Thing

A proper Plan B usually involves many moving pieces. A good advisor takes this into account from the beginning – making sure that all the different pieces of your plan work together.

But this is NOT the message you see out there in the asset planning world. Many advisors are out to sell you a product. Most often, that’s not the best product for your situation – it’s the one they know how to sell best.

And one that isn’t guaranteed (or even likely) to best fit your situation.

I can’t tell you how often we’ve had clients come to us with a Panamanian Foundation and have no idea how to use it.

Or an international LLC totally unsuited to the assets it’s meant to hold.

Or a highly-protective International Asset Protection Trust for a client with a very low risk profile.

Here’s How It Should Work

Here’s the process we use when building a Plan B for a client.

1
Setting Your Plan B Bedrock

Make sure you’re clear about your goals, your available financial resources (and how they break down), including your Personal Risk Factor™. You’re laying the bedrock foundation on which your Plan B can be built.

2
Be Clear What’s Needed

Map out the broad strategy. Look at all the options – from statutory protections and insurance options to domestic and international structures. Figure out what’s right for you.

Be clear what related services are needed to create and maintain your Plan B. That may include a good corporate service company, an experienced lawyer, a proven wealth manager, or insurance and banking contacts.

3
Put the Team Together

Identify who can help you implement the strategy. It’s important they have:

  • A proven track record
  • Strong US-client experience
  • Solutions that are clearly legal, compliant and don’t fall into a “gray zone” that a smart lawyer could use to attack you
4
Implement (Carefully)

Start putting the pieces together.

Many of our clients start off small and get used to things before committing to a larger plan. Others prefer to do everything at once.

The choice is up to you – so long as you do something.

If you’re a Do-It-Yourselfer, use this model above along with a good research service, to start building your own Plan B.

If you have an existing advisor, use this model to see whether he is indeed focused on delivering something right for you… or whether he’s too intent on just selling you a service or structure.

Or, if you like what I’ve had to say so far and you want to explore working with us, as thousands of other Americans have, then…

Here’s How to Work with Us to Build Your Plan B.

Here’s How to Work with Us to Build Your Plan B

Here’s the process we use when building a Plan B for a client.

1
Make Sure the Program is Right for You

Proper planning takes time and money. You want to know that you have the resources to do it well.

That’s why we recommend having a net worth of $500,000 or more.

(If you have less than that and are still interested in working with us in some way, please get in touch. The Private Client program may not be best for you, but perhaps another service would be.)

Second, this program is really built for US clients living in the US and US citizens living abroad.

2
Establish the Retainer

There is no up-front fee for our service. Instead, we ask for a standard $5,000 retainer to get started.

Only when you start using the service will we touch the retainer.

3
Your Plan B Bedrock

You might come to us with an urgent issue. In that case, we start there.

But often, our clients are being proactive. They know the best planning is put in place when there’s no obvious need for it.

That’s why most engagements start by clarifying the elements of your Plan B Bedrock:

  • Your goals
  • Your net worth (and into which asset classes it falls)
  • Your Personal Risk Factor™: How likely you are to face attack
  • Your preferences and lifestyle constraints

That helps us set priorities: what needs to be done first, second and third, along with any timelines.

4
Work Through the Priorities

Some priorities are simple and quick. Others take time, research and help from our team of professionals. Either way, you’re kept up to date on our progress.

You can also change the order in which we work through the priorities, or ask us to focus on something else entirely.

5
Regular Review

New problems and issues will naturally come up as economic and political conditions change nationally, in your community and in your life.

That’s why we recommend meeting at least twice a year to review your case, make any adjustments, review priorities and make sure your Plan B continues working for you.

“What’s a Priority?”

A priority can be anything you consider important as you go offshore, or something that comes up as we establish the bedrock to build your plan on. Some examples:

Banking and Finance

  • Finding the best offshore bank account for your situation/Setting up an offshore bank account
  • Introductions to offshore private banking services
  • Finding the right offshore asset/wealth manager
  • The best offshore brokerage platform for you

Offshore Opportunities

  • Offshore real estate recommendations
  • Accessing international investment opportunities
  • Offshore tax planning strategies

Private Assets

  • Getting paper assets out of the system (and out of the country), preferably into ones that don’t trigger reporting requirements
  • The right offshore precious metals option for you, for both current holdings and when you want to buy overseas directly.
  • How to protect your collectibles (coins, stamps, art, etc.) offshore

Structures and Estate Planning

  • Reviewing your current asset protection plan and helping you fix any problems in how it’s structured
  • What structures are best to protect your assets and maintain as much financial privacy as possible
  • Offshore estate planning options

Second Residency and Passports

  • Second citizenship options, including Citizenship by Investment (CBI) and ancestry (jure sanguinis) programs
  • The best second residency options

Commons Threats

  • Looking at ways to reduce risk from frivolous lawsuits (popular with business owners)
  • How to stay compliant with relevant US law and reporting requirements

Who We Are (And Why It’s Worth Caring About)

Many of our best clients have followed our work for years (sometimes decades.)

But if you’re new to the Nestmann World, you might wonder what makes us uniquely qualified to help you use the offshore world to better protect your assets.

Here’s why:

  • Our founder, Mark Nestmann, has been in the business for more than 36 years. He holds a Masters of Law (LL.M) in international tax law from the University of Vienna.
  • Mark’s business partner, Brandon Rowe, brings an entrepreneurial touch and a decade’s experience working with some of the largest names in the offshore education niche. His formal training is in the securities industry.
  • Over the years, we’ve built a global network of professionals from our three offices in the US, Canada and the West Indies. Our team itself is spread over ten time zones on three continents, with home base in Phoenix.
  • Our work has appeared in well-known media outlets, including The Washington Post, ABC News, The New York Times, Bloomberg News, Business Week and Forbes.
  • Or maybe you saw our work in an offshore publication like The Harry Schultz Letter, Bill Bonner’s The Daily Reckoning, International Living, Simon Black’s Sovereign Man Confidential, The Oxford Club, The Sovereign Society and Doug Casey’s International Man.
  • Over the years, we’ve helped more than 15,000 customers and clients successfully protect their assets and financial privacy.

That sort of experience is tough to beat.

It’s that experience that you want working for you when going offshore.

What Clients are Saying

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.

Rocky*, Los Angeles, California

*Name changed to protect client’s privacy.

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.

T. Bohmann*, Houston, Texas

*Name changed to protect client’s privacy.

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.

Thomas M, Florida

A Different Business Model Than Most in the Offshore Industry

Clients are sometimes confused about what we do exactly. Which makes sense because we do a lot of things. We don’t offer investment advice, but we work with partners who are registered to do so.

We don’t offer legal services, but we work with lawyers here in the US and offshore who provide the services needed.

We don’t offer precious metals storage, but we know where to go and who to avoid – depending on who you are as a client and what you consider important in such investments.

In many ways, we’re like the architect you hire to make sure you get the building you want and a design you love, in a way that ensures it can take what the world throws at it.

We help our clients build their Plan B’s. We let them know what’s possible and what’s not. We use our industry knowledge to help you avoid getting into trouble – whether that be from a bad (or useless) structure, a regulatory slip-up or trusting the wrong person offshore and losing money.

And, just like an architect, we then work with an implementation team to put it all together.

With an architect, that’s the contractor and the tradespeople. With us, it’s a selected group of highly experienced people we’ve vetted thoroughly. In many cases, we’ve worked with them for decades.

By structuring our firm this way, we aren’t tied to any one product, structure or strategy.

Instead, you get a team fully focused on you and making sure you hit your offshore goals.

Here’s What That Looks Like…

Because every client is different, your own Plan B will be different too. But here are a few examples – with names and minor details changed for privacy reasons – that give you a sense of what our plans look like.

John Bookman*, 56

His Bedrock:
  • Married
  • Two adult children, one of which he still supports in college
  • Entrepreneur with a successful small business he wants to sell in a few years
  • Total net worth: Approximately $750,000, including business and primary residence
  • Concerned about frivolous lawsuits that could arise for business reasons
  • Wants to go offshore but in a private way that doesn’t trigger reporting requirements
  • Is overwhelmed by all the conflicting offshore information out there. He just wants his offshore strategy set up and managed properly so he can continue running his business and spending time with his first grandchild
Top Priorities:
  • Build a strategy to reduce the chance a lawsuit could destroy his nest egg
  • Move 10% of his net worth ($75,000) offshore into international asset classes that don’t trigger reporting requirements
  • Restructure the business for both asset protection and potential tax advantages
Plan Highlights:
  • Structure the sale of his business to legally and substantially reduce taxes owed
  • Invest in offshore assets that legally gave him a great deal of privacy
  • Reduce his personal and professional lawsuit risk
Benefits Delivered:
  • Tax advantages on the sale of his business
  • A chunk of his net worth that’s now private from prying eyes
  • Peace of mind

Norman Enkelman*, 65

His Bedrock:
  • Recently divorced (mostly amicably)
  • Employee at Fortune 500 company – about to retire
  • 32-year-old son who is already self-supporting
  • Looking to protect $1.2 million of non-qualified post-divorce assets in retirement
  • Pension and Social Security income meet ordinary living costs
  • Wants to look into the possibility of living outside the US
  • Concerned about US banking system “bail-ins”: the government, IMF, etc., forcing depositors to give some or all of their savings to pay for the recklessness of major banks
Top Priorities:
  • Move $500,000 offshore in preparation for leaving the country himself
  • Allow him to keep a certain percentage of his domestic and offshore assets private
  • Acquire a second “bolthole” residency
Plan Highlights:
  • Set up a US liability protection structure to make seizure much harder and privacy over the assets inside much stronger
  • Open an account with an international asset manager who has the skills and experience to serve US clients
  • Acquisition of a “bolthole” second residency that has very minimal upkeep requirements
Benefits Delivered:
  • Much stronger protection from both private creditors as well as automatic government seizure
  • A comfortable place he knows he has a legal right to live in when he’s ready to leave
  • Sense of safety knowing money held offshore is virtually immune to a bail-in

Brian Sasso*, 78

His Bedrock:
  • Married to wife for 54 years
  • Four adult children, all independent
  • Retired after having sold his share in a successful manufacturing business 13 years ago
  • Husband and wife are worth $9.7 million
  • Social Security and income from savings meet all ordinary living costs
  • 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
Top Priorities:
  • Move $2,000,000 offshore in tranches, funnelled into investments that are more likely to increase in worth if the US dollar continues to lose value
  • Create a structure strategy that gives a lot of asset protection, privacy and flexibility in how assets are distributed when he and his wife pass
  • Work to reduce his formal net worth to pass on more to his children and grandchildren when he and his wife pass
Plan Highlights:
  • Set up a highly protective international asset protection structure proven to be resistant against almost any attack
  • Open an account with an offshore asset manager with the skills and experience to serve US clients
  • Use IRS-accepted techniques to begin distributing assets without tax consequences while Brian and his wife are alive
Benefits Delivered:
  • A setup that can potentially avoid all estate taxes but is still flexible enough to deal with any future family-related changes
  • State-of-the-art asset protection
  • Peace of mind that comes with knowing a decent chunk of net worth is resistant to downturns in the US economy and dollar

Naturally, these examples only scratch the surface. Your own Plan B will contain as much, or as little, detail as you need.

*Note: Name changed to preserve privacy.

Our Fees

Some clients ask us to create across-the-board Plan B’s for them. Others need help in just a few select areas. Still others start with a few items and have it develop into a full Plan B.

Because there’s so much difference, we needed a fee schedule that would be flexible but easy enough to understand.

The simplest way was simply to bill on an hourly basis depending on the talent you tapped into.

For access to our founder, Mark Nestmann, it’s $500 an hour. The Nestmann Group bills Brandon’s time out at $300 an hour. For research done by an Associate, it’s $150 an hour.

(Reasonable incidentals and access to support staff are included at no extra cost.)

You have full control over who works on your case and how it’s done. Every month, you also get a report so you can see what we worked on and how the time was used.

Are Our Fees Too “High”?

Prospective clients sometimes think so. After all, there are plenty of so-called “experts” who share their thoughts for much less.

But like many things in life, you get what you pay for. When you pay for talent, you get talent – in this case, backed up by decades of experience.

A mistake can cost you a lot. That’s why we spend hours each week keeping on top of what’s important to our clients. There’s a whole team working on it.

That said, if you feel the fees are too high, they probably are.

It might be that you’re not able to take action at this time, where “for information purposes only” is indeed too much.

Or maybe you don’t have the net worth to justify paying for the best talent. If so, ask yourself if it makes sense to go offshore in the first place.

Then again, we want to make it as easy as we can, so…

No Upfront Fee

Instead, we ask for a modest $5,000 retainer. That gets you started.

We’ll apply the billing to that retainer as we work on your file. When we get close to running it down, you’ll receive a full itemized statement of what was done and you let us know how you’d like to proceed from there.

Frequently Asked Questions

“What makes you different from who offers a similar service?”

Quite simply, it’s the experience gained from serving more than 15,000 customers and clients over 35+ years.

Very few people in this space can say the same. For conservative clients who value a proven service, that’s worth something.

We know what works and what doesn’t. What’s safe and what’s not.

And the experience to tell the (sometimes subtle) difference between the two.

“Do you offer offshore investment advice?”

No one at the Nestmann Group is a Registered Investment Advisor. As such, we cannot offer personalized investment advice in any capacity.

However, we do work closely with a group of highly specialized offshore professionals who have the licensing, track record and same investment philosophy required to serve you well. We’re happy to make an introduction.

“Do you offer legal advice?”

Although our founder Mark Nestmann has a law degree, no one at The Nestmann Group is licensed to practice law in the United States.

Instead, we work with a number of domestic and international lawyers that specialize in different areas – from trusts to corporate structures – to help us implement our clients’ Plan B’s.

“What’s the minimum net worth I need to go offshore?”

If your net worth is $500,000 or more, then you’ll be able to benefit from our services. If you have less, the fees involved in setting up and maintaining your Plan B (including reporting requirements) may be too high to justify it.

“I’ve heard people call you boring. Why is that?”

Over the years, we’ve developed a reputation for being very good at serving our clients. But no one has ever accused us of being “exciting.”

That’s helped to set us apart. There are plenty of characters in this business who appear flashy and are desperate to appear interesting.

We just prefer to get the job done right. More than one client has told us they appreciate that no-nonsense approach.

“Can’t my lawyer or accountant put together a Plan B?”

Yes, they could. If your professional has that expertise and you enjoy working with them, then consider that your first, best option.

But over the years, we’ve found that many lawyers and accountants don’t know how to do this sort of planning properly. It’s a very specialized skill that requires a lot of time and effort to keep up to date.

They may know just enough to be dangerous. But in an area where a mistake can cost you dearly, “good enough” isn’t good enough.

Maybe that’s why so many of our clients are, in fact, referred to us by their lawyer or accountant.

“What’s the most important thing I should know before I go offshore?”

In a word: compliance. It’s the “dirty” little topic most professionals avoid like a heart attack because they don’t want to scare people off.

But it’s an important topic. Your plan must be fully compliant with US law. It must cause no red flags with the IRS. And it must fulfill the reporting requirements that come with holding assets overseas.

The offshore world offers a lot of promise. It’s a fascinating place. But you need to be smart about it. Being compliant is being smart.

“What’s the most common mistake you see people make when going offshore?”

Buying into a structure/bank account/precious metals or other offshore service or product before knowing:

  • Whether you really need it in the first place
  • How it will be used
  • What you get and what you give up to have it
  • The reporting requirements involved
  • Whether it’s the right price, or overly expensive for no good reason
  • Whether it’s tax efficient or not

It’s all too common for someone to buy a structure that turns out to be useless for what they needed. It wastes their time and money.

“I’ve heard there are a lot of crooks in this business. Is that true?”

Whenever there is money, there are crooks. The offshore business is no exception.

It’s why we recommend that everyone follow good sense as they would in any area where their savings are concerned.

  • If it sounds too good to be true, it probably is.
  • Conduct your own due diligence in making sure that what the person is saying can be verified. If not, watch out.
  • Look for experience and a long track record. At the end of the day, fancy words and flashy marketing don’t mean a hill o’ beans without it.
  • Test things out before committing to a larger amount.

And, of course – and I realize I’m biased here – but work with an advisor who has been around the block more than a few times, knows the business and who to trust.

If you’d like us to serve you in that role, then…

Here’s How to Get Started

Registering as a new Private Client is straightforward.

1

Click here to place the retainer by credit card.

2

Within 24 hours, your Concierge (a staff member who will be your main point of contact during your engagement) will be in touch to get you started.

P.S. The CEO of a leading financial newsletter business (and a private client) once told our founder Mark Nestmann: “You’ve forgotten more than most ‘experts’ know on this topic.” I’ve known Mark for more than a decade and totally agree.

You get to tap into that knowledge and experience as a Private Client, just as these folks have done:

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