
Welcome!
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.
Episodes

5 days ago
5 days ago
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.

Tuesday Jan 28, 2025
Which U.S. Assets Owned by Nonresident Aliens are Subject to US Estate Tax
Tuesday Jan 28, 2025
Tuesday Jan 28, 2025
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.

Thursday Jan 09, 2025
Changing Tax Residency for a Tax-Free Business Exit
Thursday Jan 09, 2025
Thursday Jan 09, 2025
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.

Thursday Dec 05, 2024
Never Entrust Your Wealth to a Single Person
Thursday Dec 05, 2024
Thursday Dec 05, 2024
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.

Tuesday Nov 12, 2024
Why Tax Compliance Is Crucial Before Expatriating
Tuesday Nov 12, 2024
Tuesday Nov 12, 2024
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 Intro
0:26 Importance of Tax Preparation
0:43 Reviewing Tax Returns
1:01 Complexity of Foreign Income Reporting
1:28 Form 8854 and Tax Compliance
1:47 Covered Expatriate Criteria
2:23 Consequences for Covered Expatriates
3:02 Non-Covered Expatriates
3:30 Tax Compliance Box
4:01 Challenges with Tax Preparers
5:11 Cost of Competent Tax Preparation
6:01 Risks of Inaccurate Tax Returns
7:30 Recommendations for Expatriates
9:00 Conclusion

Wednesday Oct 23, 2024
The Hidden Dangers of Family-Managed Trusts and Foundations
Wednesday Oct 23, 2024
Wednesday Oct 23, 2024
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 Intro
0:02 Importance of Professional Board Members
1:11 Control with Family-Led Foundations
2:31 Fiduciary Duty and Governance
3:25 Professional Guidance on Boards
5:28 Consequences of Mismanagement
6:38 Importance of Independent Board Members
11:01 Changing Dynamics in Governance
15:41 Legal Challenges and Governance
22:33 Dispute Resolution Mechanisms
30:55 Conclusion

Tuesday Oct 15, 2024
Avoiding Over-Complexity in Wealth Protection
Tuesday Oct 15, 2024
Tuesday Oct 15, 2024
In this episode of Wealth Uncensored, we tackle the often overlooked issue of overly complex asset protection structures. Many advisors and corporate service providers promote intricate setups involving multiple entities across various jurisdictions, promising superior protection. However, is this level of complexity necessary for your specific needs?
Join me as I break down why simplicity, efficiency, and relevance should be the guiding principles in your asset protection and estate planning. We’ll discuss the hidden costs and administrative burdens of complex structures, the potential for errors, and the reduced flexibility they often entail. Learn why simpler solutions can often provide effective protection without the unnecessary complications.
This episode aims to equip you with the knowledge to make informed decisions, ensuring that your wealth protection strategy is tailored to your unique circumstances and goals. Don’t miss this essential guide to understanding when less is truly more in asset protection.

Tuesday Oct 01, 2024
Avoiding the Biggest Expatriation Mistake: Ensuring Tax Compliance
Tuesday Oct 01, 2024
Tuesday Oct 01, 2024
In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritances taxed at the highest rates, and even facing difficulties in obtaining a U.S. visa.
I break down the three factors that can classify someone as a covered expatriate: having a net worth of $2 million or more, an annual average income tax liability of more than $201k for the five years prior to expatriation, or not being tax compliant for the five years before expatriation.
Tune in to learn how to protect yourself and ensure a smooth expatriation process, free from costly mistakes. This episode is a must-listen for anyone considering expatriation and wanting to avoid the traps that could turn their dream into a financial nightmare.

Tuesday Sep 10, 2024
Tuesday Sep 10, 2024
In this informative episode of Wealth Uncensored, I sit down with David Piesing, a Guernsey Personal Fiduciary to explore the critical factors in choosing the best jurisdiction for your wealth structure. From grey lists and reputation to the availability of qualified professionals, we cover it all.
David and I delve into the intricacies of banking systems, language considerations, and KYC (Know Your Customer) requirements that can significantly impact your decision. We also discuss the importance of robust judicial systems and favorable tax treaties, providing you with a comprehensive understanding of what to look for in a jurisdiction.
Whether you're setting up a trust, foundation, or any other wealth protection structure, this episode offers invaluable insights to help you make the best choice for your unique needs. Tune in to learn how to navigate the complexities of international jurisdictions and ensure your assets are protected and managed efficiently. Don't miss this expert guide to optimizing your wealth management strategy.

Tuesday Aug 27, 2024
Understanding Trusts and Foundations: Key Differences and Benefits
Tuesday Aug 27, 2024
Tuesday Aug 27, 2024
In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.
Join me as I explore the key differences between these two powerful tools, providing you with the knowledge to make an informed decision. We'll discuss the major distinctions, such as the role of third-party trustees in trusts versus the board-managed structure of foundations, and how these impact the management and protection of your assets.