Curious to Know How We Can Help You?
Book in a consult with Brandon Roe — Senior Associate and Head of our Planning Services
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This is NOT a sales call.
It’s a professional consultation with someone who’s been with The Nestmann Group since 2013. You’ll walk away with practical, actionable information tailored to your unique situation.
Bring Your Questions — Get Real Answers
Make a list of your most pressing international planning questions. During your 45-minute session, Brandon will give you clear, direct answers based on over a decade of real-world experience.
Because he leads so many client cases (supported by Andrea, Diane, Brooke, and Gabi), Brandon sees a wide range of challenges. Here’s a sample of what he’s helped with recently:
- 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.
Your Call Could Be Free
The consultation fee is USD 375. But If you choose to move ahead with any of our planning services within 30 days, we’ll credit 100% of the consultation fee toward your engagement.
That said, many clients get the clarity they need in just one call — but it’s reassuring to know you’ve got options if you want further help.
About Brandon Roe
Brandon began living, working, and investing offshore in 2003. In 2009, he was recruited to help build International Man, a global investor community founded by well-known contrarian investor Doug Casey. In 2013, he joined The Nestmann Group under the mentorship of Mark Nestmann, LLM.
Mark trained Brandon in wealth protection strategies, with a strong focus on tax mitigation and compliance. Today, Brandon works with high-net-worth Americans who want to reduce taxes, protect their assets, and move themselves or their money offshore.
Frequently Asked Questions
General Questions
How will the consultation take place?
By Zoom or phone — your choice.
Do you offer a guarantee?
Officially, no. But if you’re not happy, we won’t feel right keeping your money.
Just let Brandon know before the call ends, and we’ll issue a full refund.
Fee Related Questions
What makes it worth paying USD 375 for a consultation?
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.
Ready to get started? Just click the button below.