An Overview
Services That Help You Invest In and Manage International Assets
Since 1984, we’ve helped guide US clients through the process of investing in and managing international assets. Today, we operate primarily in a family office style – helping create, implement and manage a plan that includes international assets.
See below for a summary of our offerings.
We Do It For You
Professional Services
We offer a range of full-service options for clients who would like to leave compliance, tax, and regulatory matters to the professionals.
International Possibilities™ Planning
Our premier introductory service for Americans who are early in the process and need some help understanding the possibilities, benefits, and drawbacks.
Swiss Asset Management for Americans
Switzerland is a safe harbor with centuries of wealth-preservation-focused asset management experience – something no other jurisdiction can offer. We’ve helped clients invest hundreds of millions of dollars into the country since the early 1990s. Let’s see if it’s right for you.
SwissIRA™
In the past few years, the Swiss have built the infrastructure to be able to offer Swiss asset management and Swiss bank accounts to US clients. We’ve been at the forefront of this movement and have developed a smooth process to help American clients move their IRA overseas without triggering any tax issues.
International Real Estate
Many Americans dream of owning real estate in another country. The reality is often more complicated than they think. We currently help US clients manage the process from start to finish in 20+ countries in Europe, Central and South America, and Asia.
International Precious Metals
Privacy-minded folks appreciate that precious metals can be moved overseas and stored in a private vault without any reporting to Uncle Sam. As part of a holistic international asset plan, it can make a lot of sense.
International Asset Governance
If you already have foreign assets and find it a hassle to keep on top of the regulatory or compliance burdens by yourself, consider our International Asset Governance service. We’ll coordinate the whole kit and caboodle for you, leaving you free to actually enjoy your foreign assets.
We Show You How
Educational Resources
For clients interested in learning to manage their own international assets, we offer a number of educational services to show you how.
Nestmann Inner Circle
Our premier membership service that helps you learn how to legally move, manage, and sell a wide variety of international assets.
Nestmann Exchange
A monthly audio briefing of topics relevant to Americans looking to diversify internationally — real estate, asset management, precious metals — as well as the tax and compliance issues that come with it.