How Much Should You Pay for a Foreign Structure?
There’s a fair bit to consider when looking to invest internationally for the first time. Some questions are common and others are not.
Does Your Financial Advisor Have “Home Bias”?
We’ve noticed a tendency among advisors – especially US advisors – to believe that the US is the best place for all sorts of things.
Before You Invest in Foreign Real Estate, Answer These Three Questions
I was first introduced to foreign real estate investing in 2007, roughly six years before I started working with The Nestmann Group.
What Happens to Foreign Real Estate When You Pass Away?
We have many clients buying property in foreign countries. Compared to holding assets like cash (in a foreign bank account), stocks or bonds (in a foreign investment account), precious metals (in a foreign vault), or other “movable assets”, foreign real estate almost always falls very clearly under the jurisdiction of the country in which it sits. It’s a “situs” asset.
Why Do Americans Invest Overseas?
Obvious but true: When it comes to investing overseas, it’s important to start with the why long before you start choosing foreign investments or the structure to hold it in, or whether to put those structures in the US or outside.
Can Americans Still Open an Offshore Brokerage Account?
We work with many US clients looking to set up their first offshore brokerage account. They do so for a variety of reasons: • To diversify out of the dollar. • To move assets into a more stable banking system. • To avoid political and economic risk from having all your eggs in one basket.
Buying Foreign Real Estate? How to Choose the Right Structure Before You Sign
I had a call with a client a few days ago to discuss their foreign real estate. They’ve entered into purchase agreements to buy a number of properties in a couple of countries and wanted to know the best way to hold them.
International Gold IRAs: What’s the Best Way to Structure Them?
A client recently asked us to help them move their Gold IRA to Switzerland. Because of how many we’ve done, it’s become something of a specialty.
Who’s Really Responsible for Your International Investments?
I spoke with a client earlier this month – I’ll call him Max – who’s a sophisticated investor by any reasonable standard.
International Diversification: Why Don’t More Americans Invest Overseas?
I’ve often had the impression that most Americans invest as if the rest of the world barely matters.
Will Dual Citizens Lose Their US Passport?
Last week, we had a call with a client looking to get second citizenship in Europe. He raised the recent “Exclusive Citizenship Act” proposed by Senator Moreno of Ohio – the one that would outlaw dual citizenship directly.
IRAs and International Investing: A Key Mistake to Avoid
I’m considering investing in a private company at 10%. The concern is that the company asked me to join its board of directors. They offered me extra equity as a one-time incentive to join the board. The board work doesn’t pay any compensation.
The Dangers of Using AI for International Planning
Someone wrote us a few days ago with an emergency. He’s not a client and not on our email list.
Does Uruguay Citizenship by Investment Really Exist?
A prospective client asked me about Uruguay’s “Citizenship by Investment” program. The problem? It doesn’t exist.
Forced Heirship And Foreign Real Estate: A Warning
A client came to us recently having spent years building her overseas plan. Key to that was the purchase of several properties in Portugal as long-term investments.
Proven Benefits of Foreign Portfolio Investment
Someone was recently referred to us by an existing client. He didn’t know us very well but was concerned about the decline of the US dollar and wanted to understand how building a foreign portfolio would help with that.
Can You Use Your IRA or 401(k) to Get a Golden Visa?
Earlier this year, one of the largest firms in the international migration business published an article suggesting that it’s “technically possible” to use your IRA or 401(k) funds to invest in a Golden Visa program.
How to Spot Offshore Scams
I was talking to a potential client – A US financial advisor – about Swiss investments. He half-joked, “it must be heavy carrying all that cash to Switzerland”.
Foreign Property Investment: 7 Traits of a Smart Overseas Purchase
Owning property abroad is a dream for many — income, lifestyle, dollar diversification, sometimes even residency. But while the brochures sell sunsets and beaches, making money from your foreign property investment depends on unglamorous details: things like how the property is titled, managed, structured, and taxed.
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Proven Offshore Strategies Against Dollar Decline
Especially since the beginning of the year, one theme has come up repeatedly in conversations with clients: concern about the decline of the US dollar.
Safest Places to Live in Costa Rica for Americans
"Is it really safe to live in Costa Rica?" a client asked me last week. It’s a fair question. Central America often gets painted with the same broad brush, but Costa Rica is different. Known for political stability, strong infrastructure, and established expat communities, it consistently ranks as one of the region’s safest options.
Want to Buy Property in Panama? Here’s the Right Way to Do It
Panama has long drawn foreign interest—for its role as a global trade hub, for its welcoming residency programs, and for its mix of modern infrastructure with tropical lifestyle. Retirees, investors, and multinational companies alike have all found reasons to plant a flag here.
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The Ins and Outs of Foreign Real Estate Contracts
Buying property abroad can be exciting. But unfortunately, all too often we hear some variation of: “I jumped in a little too early without thinking it through.”
How to Get Paid to Buy Property in Paradise
If you’ve spent any time looking at foreign real estate, you’ve probably come across headlines like: • “Own a vacation home in paradise and let it pay for itself!” • “Turn your beach house dreams into a cash flowing short term rental!”
Residency in Panama: Should it Be Part of Your Plan B?
America's wealthy are voting with their feet. According to one study, inquiries from America's wealthy about residency & citizenship abroad increased by 183% in Q1 2025, compared with Q1 2024.
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The Panama Property Advantage: A “Plan B” + Tax-Efficient Residency
Over the last decade or so, Panama has become increasingly popular for Americans looking to buy foreign real estate – and sometimes even move themselves – overseas.
How to Retire in Mexico the Right Way
For more than 1.6 million Americans, Mexico is home. And with good reason: the focus of life is less about work, it’s warmer, and in plenty of places, it’s also more affordable.
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How to Make Overseas Rental Income FEIE-Eligible (Without Breaking the Rules)
If you live abroad and qualify under IRS guidelines, the Foreign Earned Income Exclusion (FEIE) can allow you to exclude up to $130,000 in earned income from US federal income tax in 2025.
Swiss Asset Management for US Investors: Benefits, Risks, and How to Start
As an American, you can probably feel the world shifting. The percentage of US dollars in reserve currency status is the lowest it’s been in decades. Geopolitics is getting louder.
Buying Property in Italy: A Practical Guide for US Families
In 2025, the movie La Dolce Villa hit Netflix – inspired by Italy’s now-famous “1-euro home” program – documenting an American couple who tries to rebuild their lives (and a crumbling Sicilian farmhouse) after selling their tech startup.
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