2K
Downloads
57
Episodes
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.
Episodes
Monday Nov 13, 2023
Monday Nov 13, 2023
In this episode of Wealth Uncensored, host Jimmy Sexton explores the critical role of integrated advice in the world of multinational transactions. Navigating complex international dealings requires a comprehensive strategy, and Jimmy sheds light on why the right lead advisor is essential for achieving optimal outcomes.
Chapter Summaries;
(0:00:35) - Introduction to Integrated Advice in Multinational Transactions
(0:01:14) - The Consequences of Failing to Get Integrated Advice
(0:02:21) - Common Mistakes in Seeking Advice
(0:03:48) - The Importance of a Lead Advisor
(0:05:47) - Choosing the Right Lead Advisor
(0:09:14) - Understanding the Compensation Structure of a Lead Advisor
(0:10:13) - Recap and Conclusion
Love the show? Subscribe, Rate, Review, Like, and Share!
Let’s Connect!
- Website: https://esquiregroup.com/
- LinkedIn: https://www.linkedin.com/in/jimmysextonllm/
- LinkedIn: https://www.linkedin.com/company/esquiregroup/
- YouTube Channel: https://youtube.com/@esquiregroup
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.