Proven tools to make offshore easier...
Work with us directly to build and then implement your best Plan B, using both domestic and offshore options as needed. Designed for US taxpaying clients with a minimum $2,500,000 net worth and/or pre-tax annual income of $400,000.
In the early 1990s, our founder, Mark Nestmann, first started helping Americans use Swiss annuities to invest internationally. Since then, we’ve grown to offer all sorts of international investment options.
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.
Since 2007, we’ve helped hundreds of clients successfully get a second passport without a single rejection. Would you like one too? Learn more about it here. Or, if you’re ready to get started, please get in touch.
Our premier membership service, the Nestmann Inner Circle provides an ongoing source of research and resources to help you build your own domestic and offshore Plan B the right way the first time. From banking and asset management to business protection, second passports to residencies. Who to follow and what to avoid.
This is for people who are newer to the world of Plan Bs. Every month, we “deep dive” into a finance-related topic… a threat on the horizon or an opportunity waiting to be seized… and the best way forward.