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Wealth Uncensored
Esquire Group LLC
75 episodes
2 weeks ago
Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation. My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor. The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach. I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game. Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust. I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits. To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.
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All content for Wealth Uncensored is the property of Esquire Group LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation. My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor. The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach. I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game. Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust. I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits. To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.
Show more...
Business
Education
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Letters of Wishes Explained: Avoiding Chaos in Your Trust or Foundation
Wealth Uncensored
13 minutes 37 seconds
4 months ago
Letters of Wishes Explained: Avoiding Chaos in Your Trust or Foundation
Learn how a "Letter of Wishes" can provide guidance for your trust or foundation, ensuring your goals are carried out efficiently and with flexibility. In this episode, we explore the benefits of discretionary trusts, common pitfalls in trust management, and how vague instructions can lead to disputes or mismanagement. Find clear, practical tips on how to balance tax efficiency, asset protection, and personal goals while avoiding unnecessary complexity. If you're setting up a trust or foundation, this video is packed with insights you can't afford to miss.
Wealth Uncensored
Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation. My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor. The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach. I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game. Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust. I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits. To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.