HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine even the most sophisticated portfolios. Jimmy explains why integrated, cross-border advice is essential, how to structure your advisory team for communication and clarity, and how to finally turn expert opinions into a unified wealth strategy. If your family office feels busy, but not strategic, this episode is your blueprint for change.

The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax. In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as taxable companies, but how a little-known provision in the law allows family foundations to be treated as tax transparent instead. We cover: The difference between regular and family foundations under UAE law How to make your foundation and its subsidiaries tax transparent Why old offshore structures no longer work under the new tax regime How families with legacy BVI, Cayman, or Nevis structures can restructure to eliminate UAE corporate tax If you’re an advisor, family office, or HNWI with UAE assets or structures, this is an episode you can’t afford to miss.

In this episode of Wealth Uncensored, Jimmy Sexton dives into a topic too many wealthy families overlook: the burdenthat wealth can place on the next generation. While trusts, foundations, and tax planning often focus on preserving assets, few consider the unintended consequences of passing wealth outright to heirs. From crippling tax exposure and reporting obligations to threats from lawsuits and divorce, inherited wealth can restrict the freedom of the very people it’s meant to empower. Jimmy talks about how proper structuring using trusts, foundations, and sound governance can liberate future generations instead of chaining them to compliance, tax bills, and risk. If you want your legacy to be a gift, not a liability, this episode is a must-listen.

Get Dubai real expert Stephen Pokoly’s top 5 tips for investing in Dubai real estate. In this episode of Wealth Uncensored, we break down the most common mistakes investors make and how you can avoid them. Stephen shares what it takes to succeed in Dubai’s market, from picking the right agent to understanding hidden costs and payment plans. Whether you’re new to Dubai or have years of experience, you’ll get real, honest advice to help you make smarter property choices. Find out how location, developer reputation, and realistic expectations about rental yields can protect your investment. If you want to buy, sell, or manage property in Dubai, this episode has you covered.

Everything you need to know about buying off-plan vs. secondary market real estate in Dubai. This episode breaks down the biggest pros and cons of each, what you need to look out for, and how Dubai’s rules protect buyers. Hear directly from real estate expert Stephen Pokoly who’s been working in Dubai for over a decade. Whether you want long-term growth or immediate income from your property, this episode has practical tips, real-world examples, and the latest updates on the Golden Visa for investors. Find out the top things to consider, from payment plans to financing, and how to avoid common mistakes.

Don't let emotion cost you when buying real estate. In this episode of Wealth Uncensored, learn why even experienced investors sometimes make property decisions based on feelings, not logic. See how planning ahead and using expert advice can help protect your assets, save on taxes, and avoid risk. This video breaks down real examples and shows why a business mindset is key—whether you’re buying for investment, family, or yourself. Protect your wealth and make smart choices every time you invest in property.

A new rule from FinCEN targets anyone buying US real estate in cash through a trust, LLC, or corporation in major cities like LA, Miami, and New York. The government now requires title companies to report details on these purchases—even if you're just looking for privacy, estate planning, or asset protection, not laundering money. The goal isn't to stop crime; it's about tracking ownership for possible wealth taxes down the line. Setting up the right structure can still help you protect your privacy and assets, but you need to know how these rules work before investing. If you want to safeguard your wealth and limit your exposure, you need to pay attention to this.

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.

Discover where financial privacy still exists in today’s transparency-driven world. In this episode of Wealth Uncensored, we break down the impact of beneficial ownership registers, their role in tracking financial data, and why they were initially introduced. Learn how these changes have affected privacy for high-net-worth individuals, and why many countries now require extensive disclosures for trusts, corporations, and foundations. Plus, find out why the US has unexpectedly become a global leader in financial privacy by removing federal beneficial ownership requirements for domestic entities. This video offers insight for those seeking privacy in their business and financial dealings.

In this episode of Wealth Uncensored, we tackle the essential topic of preparing heirs for wealth transition with Amy Castoro from The Williams Group. With $128 trillion expected to transfer between generations in the next 20 years, the stakes are high. It's not just about having the best estate plan or trusts in place – the real challenge is preparing families to handle the emotional, behavioral, and relational aspects of wealth transition. Amy shares her expertise on how trust, communication, and alignment on family values are the keys to maintaining wealth and preserving relationships across generations. Whether you're an advisor or part of a family navigating these challenges, this video offers valuable insights and actionable strategies. For direct inquiries Amy email amy@thewilliamsgroup.org Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy https://www.amazon.com/Bridging-Generations-Transitioning-Family-Sustainable/dp/0998977314  

Save thousands on income taxes with this overlooked strategy for business owners. This video breaks down income splitting using trusts and shows how distributing income to family members or other beneficiaries can reduce your overall tax burden. Learn the basics, avoid common pitfalls, and take control of your financial future with this simple, effective approach.

Preparing the next generation for inherited wealth is about more than just financial literacy. It’s about passing on values, principles, and a vision for responsible stewardship. In this episode of Wealth Uncensored, we discuss why education is crucial to preserving family legacies across generations. Learn strategies to teach heirs about trust structures, investment knowledge, and family missions while ensuring they understand the story behind the wealth. Whether it's creating a family charter, involving heirs in board meetings, or hosting annual retreats, these steps can reinforce family unity and responsible wealth management. Let’s plan for the future, not just for the present.

Billionaires like Warren Buffett often make headlines for donating massive wealth to charity. While this generosity seems purely philanthropic, there’s a tax-saving strategy behind it. Estate taxes on fortunes over $13.61 million in 2024 can reach 40%, prompting wealthy individuals to use private foundations to minimize taxes. These foundations allow families to retain influence and benefits like salaries while ensuring funds avoid government taxes and go to charitable causes instead. This video breaks down how private foundations work and why they’re a go-to move for the ultra-wealthy.

Are you a U.S. taxpayer considering offshore strategies to save on taxes? The reality might surprise you—offshore isn’t the tax haven it used to be for Americans. In this episode of Wealth Uncensored, I sit down with attorney Toby Mathis of Anderson Advisors to break down why offshore tax strategies don’t work for U.S. citizens and what you can do instead. Toby shares actionable domestic tax-saving strategies, including:      •           Setting up a family charitable foundation.      •           Structuring a family office.      •           Investing in real estate and oil and gas.      •           And much more. If you’re seeking practical, legal ways to reduce your tax burden in the U.S., this episode is packed with insights you won’t want to miss

In this episode of Wealth Uncensored, we sit down with Dr. Marcel Kieber of Expeerius to explore Switzerland’s flat tax regime—a compelling option for high-net-worth individuals (HNWIs) seeking tax-advantaged residency, especially after the UK’s recent abolition of the non-dom regime. Dr. Kieber provides an expert breakdown of how the flat tax works, who qualifies, the process and timeline for setup, and why Switzerland remains a haven of financial stability for global HNWIs. Whether you’re planning a business exit or a lifestyle shift, this episode is your roadmap to understanding the Swiss tax landscape.

Understanding US estate tax for non-resident aliens is essential if you own US assets and aren't a US citizen or resident. Don't let the surprise be a hefty tax bill up to 40% on your US assets.   This video breaks down what you need to know about what gets taxed—I give a detailed list of different types of US assets and explain which are subject to estate tax and which aren’t. Get the facts on how your US bank accounts and brokerage accounts are treated, plus insights into the probate process and filing requirements.   Make sure your investment strategy stands strong against one of the highest estate taxes around. Tune in for practical advice on protecting your wealth and learn why tax planning is crucial for non-residents with US assets.

In this episode of Wealth Uncensored, we dive into a crucial strategy for entrepreneurs considering an exit from their company: changing tax residency to reduce or eliminate capital gains taxes. While moving to a low or no capital gains tax country can be a powerful way to protect your wealth, it requires careful planning and timing. We discuss the importance of understanding potential exit taxes, ensuring that your new tax residency is firmly established, and how to avoid pitfalls that could jeopardize your tax strategy. Tune in to learn how to execute this move successfully and maximize your post-exit earnings.  

Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself in a similar predicament. Learn from cases where trusted financial advisors robbed individuals. Protecting your wealth is serious business; there's a better way to safeguard your assets. Find out why it's crucial to trust companies with multiple layers of oversight instead of one person. Uncover strategies to prevent financial loss, like the "four eyes principle." Equip yourself with the knowledge to secure your wealth for the future.

In this episode of Wealth Uncensored, we dive into the critical topic of tax compliance for people looking to expatriate. I discuss why being tax compliant is essential before expatriating to avoid becoming a “covered expatriate” subject to the exit tax, and why it’s important even if you will be a covered expatriate for other reasons. Learn how non-compliance can impact your US heirs and recipients of gifts, making them liable for estate or gift taxes at the highest rates. With over 15 years of experience helping client’s expatriate, I reveal why many tax returns aren’t 100% correct and how this often stems from tax preparers lacking true international tax expertise. I share my top advice on hiring a competent, albeit costly, international tax preparer to ensure your compliance and protect your wealth for the long run. Tune in to learn how to correctly navigate expatriation, avoid costly mistakes, and secure a seamless expatriation process that safeguards your legacy and wealth.   0:00 Intro0:26 Importance of Tax Preparation0:43 Reviewing Tax Returns1:01 Complexity of Foreign Income Reporting1:28 Form 8854 and Tax Compliance1:47 Covered Expatriate Criteria2:23 Consequences for Covered Expatriates3:02 Non-Covered Expatriates3:30 Tax Compliance Box4:01 Challenges with Tax Preparers5:11 Cost of Competent Tax Preparation6:01 Risks of Inaccurate Tax Returns7:30 Recommendations for Expatriates9:00 Conclusion

Discover essential insights into private trust company and foundation governance in this episode of "Wealth Uncensored" with host Jimmy and guest David Piesing. David, a personal fiduciary, dives into why having a professional on the board of PTCs or foundations isn't just a luxury, but a necessity. Learn the risks of family-run boards without expert guidance, and how they can affect trust integrity. David covers legal consequences of mismanagement and the critical role of independent directors amid changing regulations. Find out how to maintain fairness and compliance while navigating family dynamics.   0:00 Intro0:02 Importance of Professional Board Members1:11 Control with Family-Led Foundations2:31 Fiduciary Duty and Governance3:25 Professional Guidance on Boards5:28 Consequences of Mismanagement6:38 Importance of Independent Board Members11:01 Changing Dynamics in Governance15:41 Legal Challenges and Governance22:33 Dispute Resolution Mechanisms30:55 Conclusion