About The Nestmann Group
Your Guide to International Opportunities
We help Americans invest and hold assets outside the United States without having to manage all the moving pieces themselves.
We do that by:
- Helping clients understand what needs to be done
- Coordinating the right professionals to do it
- Providing ongoing support every step of the way
About Us
About The Nestmann Group
Most people who explore opportunities outside the United States quickly run into the same problem: there are too many moving pieces.
You may need attorneys, accountants, banks, custodians, asset managers, trustees, or other specialists. Each has an important role to play, but none of them are responsible for overseeing the entire process. That often leaves clients trying to coordinate everything themselves.
That’s where we come in.
We help clients plan, implement, and maintain international investments and assets. We serve as the bridge between the various professionals involved, helping to keep everyone on the same page so that important details don’t fall through the cracks.
Our role is not to practice law, prepare tax returns, manage investments, or provide custodial services. Instead, we help clients understand what needs to be done, identify the right professionals to do it, and coordinate the process from start to finish.
We often describe our role using a construction analogy.
First, we help design the plan. Then, we help coordinate the professionals needed to build it. Finally, once everything is in place, we help oversee the structure so it continues to operate as intended as laws, regulations, and personal circumstances change.
Most of our clients don’t want to become experts in international tax rules, foreign banking regulations, estate planning, or compliance requirements. They simply want confidence that things are being handled correctly and have someone they can call when questions come up.
That’s a role we’ve served in various ways for more than 40 years, and for more than 15,000 customers and clients.
We help simplify complex international matters, coordinate the right experts, and provide ongoing support so our clients can focus on their goals rather than managing the process themselves.
Featured in
Our Approach
A Proven 3-Step Framework
Plan
We start by understanding what you’re trying to accomplish. Then we help identify the steps needed to get there, the professionals who should be involved, and anything that should be addressed before moving forward.
Implement
Once the plan is clear, we help put it into action. We coordinate the attorneys, accountants, banks, asset managers, and other professionals involved so you don’t have to manage everyone yourself. We help keep the process moving and make sure important details don’t fall through the cracks.
Maintain
We stay available to help coordinate ongoing needs, answer questions, and help keep everyone on the same page.
Our Specialties
How We Help
We customize our offering to fit the client, but most of our engagements fall into one or more of the following areas.
Foreign real estate ownership
We support the purchase, maintenance, and sale of foreign properties in 20+ countries.
Swiss asset management and private banking relationships
We first started helping US clients invest in Switzerland in the early 90s. It’s a major part of our practice.
International retirement account structures
We’re able to assist in diversifying your retirement assets – IRAs, Roth IRAs, and qualifying 401(k)s into foreign assets including securities, foreign real estate, and other select private assets.
Foreign precious metals storage and ownership
We support the purchase, shipping, maintenance and sales of precious metals in both unallocated and allocated form, in private vaults and traditional bank safe-deposit boxes, within IRAs and regular accounts.
Dollar diversification strategies
We help US clients understand how to diversify out of the US dollar and, once you’ve made a decision, to coordinate the professionals to make that happen.
International wealth and asset planning
For clients interested in acquiring assets overseas, we offer comprehensive planning solutions to help you better understand the options out there and the pros and cons of each.
Coordination of legal, tax, banking, and investment professionals
Clients rely on us to coordinate all of the professionals involved in keeping overseas assets tax compliant, regulatory compliant, and integrated into their larger estate planning.
If you’re considering an opportunity outside the United States and aren’t sure where to start, we can help you understand what needs to happen, identify the right professionals, and coordinate the process from beginning to end.
Schedule a Complimentary Introductory Call
The first step is a conversation with one of our associates. This gives us a chance to learn more about you, answer your questions, and determine whether we’re the right fit to help.
During the call, we'll:
Learn about your goals and what you're trying to accomplish
Discuss any international investments or assets you own (or are considering)
Answer questions about our services and how we work
Explain what working with Nestmann Group typically looks like
Determine whether it makes sense to move forward
There’s no obligation. If we believe we can help, we’ll explain the next steps. If not, we’ll tell you that too.
Schedule Your Introductory Call
The easiest way to get started is to schedule a conversation with one of our associates.
Call us directly:
(602) 767-1717
Mon - Fri, 8am - 5pm MT
Why Work With Us
Thousands of Clients (and counting)
Since 1984, we’ve helped more than 15,000 customers and clients navigate opportunities outside the United States.
Over the years, we’ve built relationships with attorneys, accountants, banks, asset managers, and other professionals around the world. Whether you’re starting from scratch or already have advisors in place, we can help identify the right people and bring them together.
Just as importantly, we stay involved.
Many professionals help with one part of the process. We help clients understand what needs to happen, coordinate the people involved, and provide ongoing support long after everything is set up.
Most of our clients aren’t looking to become experts in international investments. They simply want confidence that things are being handled correctly and that they have someone they can call when questions come up.
That’s what we’ve been helping Americans do for more than 40 years.
Our Clients
Who We Work With
Our clients come from many different backgrounds, but they all have one thing in common: they are looking for opportunities outside the United States or need help managing international assets and investments they already own.
High-Net-Worth Families and Individuals
People with significant assets who are looking to diversify internationally, access opportunities outside the United States, and simplify the management of complex financial affairs.
Business Owners
Entrepreneurs who have built substantial wealth and are looking to diversify beyond their business or explore opportunities outside the United States.
Retirees
Individuals and couples focused on preserving wealth, generating income, and maintaining flexibility as they transition into the next stage of life.
Americans Living Abroad
US citizens dealing with the unique challenges that come with living, investing, and holding assets outside the United States.
Experienced Investors
People seeking access to international investments, foreign assets, and opportunities that may not be available through traditional financial institutions.
Schedule a Complimentary Introductory Call
The first step is a conversation with one of our associates. This gives us a chance to learn more about you, answer your questions, and determine whether we’re the right fit to help.
During the call, we'll:
Learn about your goals and what you're trying to accomplish
Discuss any international investments or assets you own (or are considering)
Answer questions about our services and how we work
Explain what working with Nestmann Group typically looks like
Determine whether it makes sense to move forward
There’s no obligation. If we believe we can help, we’ll explain the next steps. If not, we’ll tell you that too.
Schedule Your Introductory Call
The easiest way to get started is to schedule a conversation with one of our associates.
Call us directly:
(602) 767-1717
Mon - Fri, 8am - 5pm MT
Experienced Guidance.
Personal Attention.
We’ve learned something over the years: bigger isn’t always better.
Many firms grow by adding more advisors, more departments, and more layers between the client and the people actually doing the work.
We’ve chosen a different approach.
Rather than trying to be the biggest firm in our industry, we focus on providing a high level of service to a select group of clients. That allows us to maintain the quality of work our clients expect.
When you work with Nestmann Group, you’re not handed off from department to department. You work with people who understand your situation, know what you’re trying to accomplish, and stay involved throughout the process.
Our Leadership Team
Mark Nestmann
Founder
In 1984, Mark founded what would become The Nestmann Group. Over the decades, he grew it into a firm dedicated to helping American clients manage the process of buying, holding, and selling international assets. He also has a passion for second citizenship and residency programs.
Although mostly retired since December 2024, he still assists with certain client work and contributes to certain services, most notably The Nestmann Exchange.
Brandon Roe
CEO & Head of Planning Services
Brandon started living, working, and investing offshore in 2003. In 2009, he was recruited to build International Man, a community of wealthy investors founded by well-known contrarian investor Doug Casey.
He joined The Nestmann Group in 2013. He now takes a leading role in both client planning work as well as general business operations.
Andrea Roe
Implementation & Support Team Lead / Director
Andrea joined the Nestmann Group in 2013 and, together with Brandon and Mark, has helped grow the firm into a leading international planner for US clients.
Andrea heads up our implementation team and can often be seen coordinating the many different advisors required to keep a client’s case in good order.
Supported by a Global Network
While our core team is intentionally small, we've spent decades building relationships with attorneys, accountants, banks, asset managers, trustees, custodians, and other specialists in key jurisdictions around the world.
Many of the opportunities we help clients pursue require expertise from multiple professionals. If you already have advisors in place, we're happy to work with them. If you don't, we can help identify the right people and bring them together.
Our role is to help make sure everyone is working toward the same goal and that important details don't fall through the cracks.
Founded
Years Serving US Clients
Customers & Clients Served
Jurisdictions Supported
Supporting Dozens of Jurisdictions
Originally starting with just a handful, we can now support planning in dozens of countries popular with American clients.
Europe
Europe is a perennial favorite and one of our most active regions for planning work.
- 🇦🇹 Austria
- 🇧🇪 Belgium
- 🇩🇪 Germany
- 🇬🇷 Greece
- 🇭🇺 Hungary
- 🇮🇪 Ireland
- 🇮🇹 Italy
- 🇱🇮 Liechtenstein
- 🇲🇪 Montenegro
- 🇳🇱 Netherlands
- 🇵🇹 Portugal
- 🇸🇰 Slovakia
- 🇪🇸 Spain
- 🇨🇭 Switzerland
- 🇬🇧 United Kingdom
North & Central America
Mexico and other areas of Latin America attract many Americans to its shores. We support some of the most popular.
- 🇧🇿 Belize
- 🇨🇷 Costa Rica
- 🇲🇽 Mexico
- 🇵🇦 Panama
Caribbean
The Caribbean offers a range of opportunities to American clients, from real estate investment to private vaults, to structures and residency / citizenship options.
- 🇧🇸 Bahamas
- 🇩🇲 Dominica
- 🇩🇴 Dominican Republic
- 🇰🇳 Saint Kitts and Nevis
South America
Although not the most popular among our clientele, certain jurisdictions are well established in the expat community. Others are small but growing.
- 🇵🇾 Paraguay
- 🇺🇾 Uruguay
Asia & Pacific
Select areas of Asia are increasingly popular among American expats looking for a place outside the West.
- 🇦🇺 Australia
- 🇮🇩 Indonesia (including Bali)
- 🇳🇿 New Zealand
- 🇸🇬 Singapore
- 🇹🇭 Thailand
Further Insights
Common Questions
People ask us, “What questions should we be asking that we’re not”? Here are a few.
What exactly does The Nestmann Group do?
We help Americans navigate opportunities outside the United States.
Many international investments and assets require multiple professionals to work together, including attorneys, accountants, banks, custodians, and asset managers. We help clients understand what needs to happen, connect them with the right professionals, and coordinate the process from beginning to end.
Our role is to simplify the process, keep things moving forward, and help make sure nothing falls through the cracks.
Are you lawyers, accountants, or financial advisors?
No.
We are consultants who specialize in helping Americans navigate international investments, assets, and planning. Legal work is performed by licensed attorneys. Tax returns and filings are prepared by qualified tax professionals. Investment management is handled by licensed asset managers.
Our role is to help coordinate the people involved, keep the process moving forward, and serve as a single point of contact for our clients.
Do I need to move overseas to benefit from your services?
Not at all.
Many of our clients live full-time in the United States and simply want access to opportunities beyond US borders. Others already own foreign assets or are considering international investments for diversification purposes.
You do not need to move abroad to benefit from international planning.
Can you work with my existing advisors?
Absolutely.
If you already have attorneys, accountants, financial advisors, or other professionals you trust, we’re happy to work alongside them and help coordinate the process.
If you don’t have the right professionals in place, we can help identify and introduce you to specialists who fit your needs. Over the years, we’ve built relationships with attorneys, accountants, banks, asset managers, and other professionals in both the United States and abroad.
Whether you’re bringing your own team or starting from scratch, our role is to help make sure the right people are involved and everyone stays on the same page.
Do you stay involved after everything is set up?
Yes.
Many firms focus only on planning or implementation. We remain available to help coordinate ongoing needs, answer questions, and assist as laws, institutions, and personal circumstances change over time.
Our clients value knowing they have someone they can call long after the initial work has been completed.
How do I get started?
The first step is a consultation where we learn more about your goals, current situation, and any international opportunities you’re considering.
We’ll help you understand what needs to happen, identify the professionals who should be involved, and outline the next steps. If there’s a good fit to work together, we’ll help guide you through planning, implementation, and ongoing support.
Don't see your question? Contact us - we're happy to help.
Testimonials
What Our Clients Are Saying About Us
Former SEC Regulator
I worked with the Nestmann Group to open a Swiss investment account for my IRA and to explore options for European citizenship. As someone who spent years working in the regulatory field, I appreciated their clear communication, prompt responses, integrity and attention to detail. I always felt in capable hands.
Dale S.
I chose the Nestmann Group because they have a good track record with such programs and strong customer service. I’m very happy to recommend them.
John V.
I have been a client of the Nestmann Group for many years. Their service is professional, competent, and trustworthy.
Eric
I chose the Nestmann Group because of their communication. I received a high level of professional service that got the job done.
Paul Z.
My consultation session with Brandon was fantastic. I’m very pleased with the suggestions I’ve since received from him, and I’m steadily working to take action on each bit of advice. I had reached a point where I felt I had too many juggling balls airborne, and I recognized I needed to seek quality guidance on how to best manage what I’d thrown into the air. I’m glad I was directed toward Brandon and Nestmann, and I hope my recommendation of their services will be beneficial to you too!
Shared Anonymously
It was so nice to work with a group of people with integrity when so many people these days are just trying to sell you something you don’t need.
Thomas M.
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.
T. Bohmann
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.
Posted Anonymously
The Nestmann team offers a very high level of client services. We appreciate their quick and clear communication.
It gives us peace of mind to know they are on our team.
R. H.
I am truly grateful for the outstanding guidance and international expertise provided by Mark, Brandon and the entire team.
Most importantly, they are highly principled in their recommendations, always prioritizing my needs above all else.
Tony & Michael
We couldn’t be happier with the services we are receiving from the Nestmann Group. Brandon and Brooke have been easy to work with and are happy to answer any number of questions and deal with issues we may confront. They have made arrangements with other professionals, in addition to their wise counsel, for dealing with many things, some mundane and others not.
Although we sought out their services after we had already obtained both a home and residency internationally, they are continuing to help us see things we oftentimes didn’t even consider as we approach retirement and permanent relocation to Spain. We look forward to continuing our work with them in the years to come.
Leah T.
Brandon and Andrea Roe of the Nestmann Group are the consultants/planners that I’ve been searching for, for the past 7 years since I became the Beneficiary of my late father’s Trust.
They are exactly what I’ve been looking for and had almost given up until a trusted advisor gave to me their information. They have 100% complete integrity and are completely focused on educating their clients about their options and helping their clients find the plans that are in their client’s best interests.
For the first time since my father passed I can relax and I know that I have the best plan possible for my father’s Trust. I am beyond grateful to Brandon and Andrea. They work incredibly hard on their client’s behalf and are vastly competent, confident, knowledgeable, skilled, and experienced and know exactly what they’re doing.
Andrea is so kind, responsive, caring, and organized, she makes you feel like you’re their most important client and responds to your emails immediately. I can’t appreciate and recommend them highly enough. They are truly a Godsend.
Calvin A.
I have been working with Nestmann for more than two years now. I am an investor in 4 properties in Panama and 3 properties in Mexico. There were several issues that I needed to have addressed, and Nestmann had me consider a few more which I had not anticipated and were critical.
I wanted their help to set up structures in Panama and Mexico that could hold my properties without my name on them (even though I still owned and held them), in the most tax efficient way possible and with complex estate planning needs.
This is the sort of work that the Nestmann Group has successfully managed for myself and many other clients. I have known about this organization for several decades, and have now seen that their work is impeccable. I cannot recommend them highly enough.
- Note: Images shown with testimonials are for illustrative purposes only and do not depict the actual individuals, in order to protect their privacy.
Schedule a Complimentary Introductory Call
The first step is a conversation with one of our associates. This gives us a chance to learn more about you, answer your questions, and determine whether we’re the right fit to help.
During the call, we'll:
Learn about your goals and what you're trying to accomplish
Discuss any international investments or assets you own (or are considering)
Answer questions about our services and how we work
Explain what working with Nestmann Group typically looks like
Determine whether it makes sense to move forward
There’s no obligation. If we believe we can help, we’ll explain the next steps. If not, we’ll tell you that too.
Schedule Your Introductory Call
The easiest way to get started is to schedule a conversation with one of our associates.
Call us directly:
(602) 767-1717
Mon - Fri, 8am - 5pm MT