How We Can Help You?
Book in a free orientation call with a Nestmann Associate.
Booking in a complementary orientation call gives us a chance to get to know each other a bit. You’ll be able to ask questions and get a better sense of who we are and what we offer.
At the same time, our Associate will get a sense of your case and see whether there’s an opportunity to work together. If so, we’ll let you know. If not, we’ll let you know that too.
A Note About Our Typical Clients
We serve a certain type of client best. They are:
- Typically entrepreneurs, investors or highly-paid executives that are US citizens or permanent residents.
- Already have at least assets of USD 2 million overseas (in any asset class), or have a strong desire to do so.
- Only interested in proven solutions and are willing to be compliant with IRS tax and regulatory requirements.
If you don’t fit the model above, we probably can’t help you. But if you do, feel free to request an orientation call.
Frequently Asked Questions
HOW WILL THE ORIENTATION CALL TAKE PLACE?
Typically, by phone.
WHAT SORT OF SERVICES DO YOU OFFER?
We work with high-net-worth US clients who already have $2 million in offshore assets or a strong desire to invest at least $2 million overseas.
To such clients, we facilitate a full range of US-compliant solutions including:
- Investment in overseas stocks, bonds, funds, private companies, and other paper assets
- Foreign real estate (residential, commercial)
- Foreign banking (personal, joint, corporate, trusts, foundations)
- Foreign structures (LLCs, trusts, foundations)
- Foreign precious metals (buying and selling overseas, transferring US metals overseas)
- Helping to move IRAs offshore (Traditional and Roth variations)
- Estate planning for foreign assets
- Minimizing foreign tax bills
- Asset protection using foreign and US strategies
- (For clients with existing offshore assets) Help with ongoing tax and regulatory compliance
All of our plans are holistic in scope – we assist with the planning, implementation and ongoing governance (tax and regulatory compliance).
CAN YOU OFFER INVESTMENT ADVICE?
No. We are not licensed to offer personalized investment advice. But we work with a variety of experts with the appropriate licenses to offer investment, tax, and legal advice.
Our role is to coordinate all of the resources needed to you realize your international investment goals quickly, easily, and in compliance with US tax and regulatory requirements.
CAN YOU GIVE ME EXAMPLES OF CLIENT ENGAGEMENTS?
Sure, here are a few examples of what we’re working on right now:
- Buying property in Italy, Guatemala, Montenegro, Mexico, Costa Rica, Panama, Spain, and Portugal — often using local structures to avoid probate.
- Setting up international banking in Chile, Switzerland, Italy, Panama, and Mexico.
- Forming international LLCs and offshore trusts in Nevis, the Cook Islands, and Belize.
- Creating estate plans for clients in California, Florida, Texas, New York, and Ohio.
- Assisting clients relocating to Switzerland, Italy, Uruguay, Paraguay, and Canada.
- Internationalizing Traditional IRAs, Roth IRAs, SEP IRAs, 401(k)s, and Solo 401(k)s.
- Designing tax reduction strategies — both domestic and offshore.
WHY SHOULD I SPEND TIME CONSIDERING YOU VERSUS TRYING TO FIGURE THIS OUT ON MY OWN WITH THE HELP OF AI?
Quite simply, because we’ve seen what can go wrong and how much it costs to correct it.
Here are just a few examples from our files of real-life mistakes that could have been avoided:
- Client set up an offshore foundation without first making sure how to file it back home. She missed her deadlines. The penalties alone were thousands of dollars. And ongoing compliance costs were much higher than they needed to be.
- Another client bought a property in Costa Rica for $500,000 in his own name. Some years later, he gets to thinking about estate planning and wants to put it into a structure to avoid probate. That triggered a 1.5% transfer tax on the full registered value of the property. But if he hadn’t conveyed it to a structure, his heirs could have spent up to 10 years (and potentially tens of thousands of dollars out of pocket) getting it through probate.
- A couple paid $25,000 for an offshore trust set up by a lawyer with a shady reputation. He reserved the power to take control of any asset the couple put in. Thankfully, they checked with us before doing that. We were able to help them set up a better structure at a much lower cost. (Although they did lose the $25,000, at least they didn’t lose their assets.)
- A client got involved in a pre-build real estate deal with a known scam artist. They paid 100% up front. Two years after the property was supposed to be finished, construction has ceased. We don’t expect the client to get that money back.
- One client was given bad advice by their lawyer in Mexico who didn’t properly understand US reporting requirements. By the time they came to us, they hadn’t properly declared thousands of dollars in rental income on their US taxes.
Most of the time, we can help fix problems like this. But it’s a lot easier – and a lot less expensive – to just do it properly the first time around.
Of course, it’s not all bad. We also help clients spot opportunities:
- We helped one client tap into a (surprisingly little known) domestic planning tool that reduces their federal tax bill by more than $10,000 a year.
- We helped another client successfully move their existing investment portfolio overseas without selling any positions or triggering any tax.
- We created a structure that allowed a client to transfer a large pool of assets into a structure that will never be taxed again.
- It’s common that lesser international real estate planners end up creating double-tax and compliance headaches for their clients because they don’t understand US planning. Multiple times, we’ve helped clients use international structures in a way Uncle Sam likes without creating any additional tax bill whatsoever.
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