Exclusive Family Office Services for High Net Worth Families
We keep your plan running smoothly, so you can spend more time on things you enjoy.
Clients with more than $10 million in assets can take advantage of our family office services, similar to what large multi-billion-dollar families typically receive through their own family offices. Whether you need help preparing for the future, managing the wealth you have now, or personal matters, our team is equipped to help every step of the way.
As Featured on
Our Family Office Services Include:
#1 | Building a Moat Around Your Assets
Since 1984, we’ve been helping high net worth clients protect their assets. That includes:
- Foreign bank accounts
- Domestic and foreign asset protection structures
- Hard-to-seize international investments
- Privacy-focused investment options
#2 | Manage Current Wealth*
Wealth management is not just about accumulating assets; it’s about preserving, growing, and managing them for the current and next generations. Specialized services are designed to help you optimize your current wealth. This includes:
- Diversified Investment Strategies
- Active Portfolio Management
- Asset Allocation Guidance
- Tax Optimization and Minimization Strategies
The goal is to ensure your wealth is structured to maximize returns without taking on too much risk.
*Note: We are not licensed investment advisors and cannot offer personalized investment advice. Instead, we’ve partnered with licensed asset managers to offer international and domestic investment solutions as part of a comprehensive package.
#3 | Manage Your Life
Managing your wealth isn’t just about numbers—it’s about your lifestyle. Global-minded high-net-worth individuals tend to lead complex, dynamic lives. Our services are designed to help you better manage it.
Whether it’s making sure the light bill is paid in your Italian apartment, arranging for a yacht to take you on a tour of your favorite Caribbean islands, or making sure there’s enough money in the account for your next vacation.
Our services include:
- Tailored Financial Planning
- Cash Flow Management
- Concierge Services for Personal and Business Needs
- Estate and Succession Planning
#4 | Accounting and Compliance
Accounting and compliance services take the complexity out of managing wealth. Our experienced professionals work diligently to ensure your planning is always in good standing; while also helping you navigate the intricate regulatory environment that comes with being an American investing and perhaps even living overseas. A comprehensive range of services includes:
- Financial Reporting and Analysis
- Tax Planning and Optimization
- Regulatory Compliance across multiple jurisdictions
- Customized Solutions for international structures
#5 | Getting Ready for the Future
Our high-net-worth clients have worked hard to grow their wealth. We want to ensure they are prepared for their future. We offer a range of services including:
- Family Governance
- Next Generation Education
- Retirement Planning
- Estate Planning
Interested in Working With Us?
Why Choose Us
#1 | US Client Focused
We work exclusively with US clients who have an international component to their planning — whether investments, residency, and/or citizenship.
#2 | Our Specialty: Complex International Planning Across Multiple Borders
We’ve developed a solid reputation as a place for the most complex international situations — high net worth individuals and families operating across borders.
#3 | 40+ Year Track Record
We’ve been at this since 1984 and have built up the experience needed to tackle high complexity cases.
Nestmann Group Reviews
Over 40+ years, we’ve worked with thousands of customers and clients. Understandably, many are uncomfortable going “on record” about such a personal topic.
But here are a couple of reviews about our services, with names changed to protect privacy.
I am truly grateful for the outstanding guidance and international expertise provided by Mark, Brandon and the entire team. They have extensive insights, resources and experiences and most importantly are highly principled with their recommendations to serve my needs first and upmost. With the increasing financial and political threats against the individual, it is very reassuring to have the Nestmann Group as trusted partners to preserve wealth and freedom.
Rocky*, Los Angeles, California
*Name changed to protect client’s privacy.
My consultation with Mark Nestmann ended up saving me hundreds of thousands of dollars.
B.K.
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.
T. Bohmann*, Houston, Texas
*Name changed to protect client’s privacy.
I consider the money I paid to Mr. Nestmann for his advice one of the best investments I’ve ever made.
A.S.
I chose to work with The Nestmann Group because I have been following them for years and had developed a comfort level that made me able to trust them with this important transaction.
In particular, 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.
Thomas M, Florida
Super sharp, trustworthy, legitimate, serious, and “the real deal.”
B.W.
I chose the Nestmann Group because they have a good track record with such programs and strong customer service. Gabi, in particular, always got back to us quickly when we had questions. Needless to say, I’m very happy to recommend them to my friends, families or anyone who wants to work with an experienced and professional team.
Dale S, Florida
I could not be happier with the results your guidance has produced for me.
C.J.
I wanted a second passport because of its usefulness in an emergency. I chose the Nestmann Group because of their communication. I received a high level of professional service that got the job done — a St Kitts and Nevis citizenship for me and my wife.
Eric, South Africa
I have been a client of the Nestmann Group for many years. They helped me obtain a Dominica passport. Their service was professional, competent, and trustworthy.
John*, Michigan
*Name changed to protect client’s privacy.
Pricing
Pricing is customized to the needs of each client, on a quoted fee basis. But whatever the number, we want you to be happy with the value you receive.
Enjoy greater peace of mind with the family office services offered by The Nestmann Group.