Protect What You've Worked Hard For
We build world-class wealth protection plans for American investors, businesspeople, and high-net-worth clients to help them diversify their assets, safeguard their investments, and legally reduce their tax burden.
About Us
Since 1984, we've helped thousands of Americans protect their wealth.
How, by helping them safely and legally diversify their assets out of the country, out of the dollar, and across investment classes.
You’ve worked hard to build what you have. Let us help you protect it.
Featured in
Free Special Reports
Essential Guides. Proven Strategies.
If you’re new to the world of international investing – no matter whether you have a specific investment in mind or are still exploring – take a look at our free downloadable reports. They’ll give you a sense of what you need to know to make your foreign investing experience a happy one.
Offshore Assets Protection 101
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Offshore Assets Protection 101
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Offshore Assets Protection 101
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Offshore Assets Protection 101
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Our Services
A Range of Options for Americans who have
– or want to have – international assets
We live in uncertain times. And in such times, the safest strategy is to avoid keeping all your eggs in one jurisdictional basket. We offer a broad range of services to help you invest in and hold international assets – and provide support to minimize compliance burden and double-tax issues.
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 of investing internationally.
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.
SwissIRATM
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.
Offshore 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.
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- The Nestmann Group does not sell, rent or otherwise share your private details with third parties. Learn more about our privacy policy here.
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.
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