SECURE ORDER | Private Client Exploratory Consultation

SECURE ORDER
| Private Client Exploratory Consultation

Want to Work with Us to Build Your Best Plan B?

If you have a complex case, a net worth over $500,000, or you really just want to use our decades of experience to build your own offshore Plan B as quickly and easily as possible, then consider our Private Clients program.

By working with us, you’ll get a legal offshore asset protection and wealth preservation plan – fully customized to your situation and goals.

We’ll make sure you get all access to the resources you need – from banking to investing to living internationally. Our resources undergo heavy vetting and have, in many cases, been working with us for a decade or more.

And you’ll get the peace of mind that comes with knowing we’re there in the background, watching your back, making sure your planning stays up to date with any and all new rules, opportunities and threats that may come your way.

But you must qualify

Before we choose to work with anyone, it must be the right fit. We want to make sure we can actually help you. We need to know your goals are realistic. Not to mention legal, ethical and moral.

That’s what this “exploratory” consultation is all about.

It gives us an opportunity to learn more about you. And you get to learn more about us straight from the horse’s mouth. (In this case, with our Senior Associate, Brandon Rowe.)

The fee is $100 for up to an hour. That’s a third of Brandon’s normal hourly billing rate. It’s done over the phone or by Zoom (your choice).

To book in, simply enter your information below and a member of the team will follow up within 24 hours to make arrangements.

The consultation is free when you become a Private Client.

At the end of the call, one of three things will happen:

  • 1You learn some useful things you want to implement on your own.
  • 2You’ll realize that the offshore world isn’t right for you right now, and will have saved yourself a lot of time and money in the process.
  • 3We’ll both agree that the Private Clients program is the right fit for you. In that case, so long as you join within 7 days following the exploratory consultation, the $100 you’ve paid for the session will be applied to your $5,000 retainer.

This Consultation is for:

  • US Citizens and residents.
  • Those with a net worth of at least $500,000.
  • Those who are brand new to all of this and want to make sure they do it right the first time.
  • Those who need a review and update of their current domestic / offshore asset protection plan.
  • Those with complex cases involving multiple domestic and/or offshore structures (trusts, LLC, corporations etc.).
  • Those expecting to receive a cash windfall shortly (from inheritance, business sale, large gains from Bitcoin or other alternative investments etc.)

What Our Clients Take from this Session…

#1

A clear idea on what plan you really, actually need (which is often different than what the “go offshore” world says you need.)

#2

An unbiased and experienced perspective on whether your plan makes financial sense, is realistic and can be done with the resources and time you have.

#3

Even if we choose not to work together further, most clients takeaway a few valuable nuggets.

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Order Summary

Private Client Exploratory Consultation $100.00
Subtotal $100.00
Due today $100.00

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Disclaimer: The Nestmann Group, Ltd. does not provide investment, tax, or legal advice, and nothing on this website, any document found at Nestmann.com or any materials provided by our team should be construed as such. Before undertaking any action, be sure to discuss your options with a qualified advisor.

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Please note: The information contained within this website is based on the best research available as of the date of publication. However, the world changes fast and information can become out of date relatively quickly. So, two points: First, before undertaking any action described in this material, please conduct your own due diligence and verify all facts. Second, if you happen to spot an out-of-date fact or figure (or even suspect something is out of date or false), simply get in touch with us and we’ll look into it.

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Copyright 2024 The Nestmann Group