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
Sunday Jan 21, 2024
Shifting Income with Trusts for Tax Efficien
Sunday Jan 21, 2024
Sunday Jan 21, 2024
Explore how trusts can provide tax efficiency by shifting income to beneficiaries in lower tax brackets! It’s a hidden gem with many benefits. Picture this: owning assets that push you into higher tax brackets. The remedy? Establish a trust, strategically designate family beneficiaries, and watch your tax burden decrease by shifting income to beneficiaries in lower tax brackets. And of course, you get additional benefits like estate planning and asset protection. Discover the full spectrum of trust benefits in my Trusts & Foundations Guide, available for download. Subscribe for more insights and let's navigate tax efficiency together!
Sunday Jan 14, 2024
The Need for Continuous Estate Planning
Sunday Jan 14, 2024
Sunday Jan 14, 2024
Dive into an episode where I uncover "The Need for Continuous Estate Planning." Rather than adopting a 'set it and forget it' mentality, I will highlight the dynamic nature of life and the necessity for your estate plan to evolve accordingly. From navigating changing jurisdictions and tax implications to addressing shifts in family dynamics, the failure to update your estate plan can lead to unintended consequences. I am emphasizing the proactive approach, encouraging you to review and update your plan annually to align with your evolving life circumstances. Tune in for valuable insights into preserving your estate, avoiding unnecessary taxes and legal fees.
Sunday Jan 07, 2024
Democracy or Regulation: The Illusion of Freedom
Sunday Jan 07, 2024
Sunday Jan 07, 2024
In this episode, I delve into the deceptive nature of freedom within democracies, emphasizing the impact of overregulation on personal and financial liberties. Uncover the consequences of an expanding web of laws and regulations, posing risks to wealth preservation. Explore the strategic considerations of seeking greater freedom outside traditional democratic frameworks. Join me for a thought-provoking discussion on adapting to the evolving dynamics of democracy and regulation.
Link to the article: Jimmy Sexton “America Has Too Many Rules” The Wal Street Journal, July 2023.
Monday Dec 18, 2023
Unveiling the Tax Agenda Behind Beneficial Ownership Registers
Monday Dec 18, 2023
Monday Dec 18, 2023
Delve into the web of the global transparency efforts, together with Jimmy Sexton, exposing their ulterior motive—tax collection rather than crime prevention. With a critical eye on FATCA, CRS, and beneficial owner registers, Sexton guides you through strategies to safeguard wealth amidst mounting fiscal surveillance. From relocating to tax-friendly countries to structuring assets in trusts and foundations, this episode provides actionable insights for navigating the tightening regulatory landscape.
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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
Monday Dec 11, 2023
The Power of Backup Structures in Global Asset Protection
Monday Dec 11, 2023
Monday Dec 11, 2023
Join host Jimmy Sexton as he unveils the significance of backup structures in safeguarding assets globally. Discover why having a backup to your primary asset protection setup is crucial, the key considerations in setting up these structures, and the dynamic landscape necessitating ongoing adaptability. Learn how to protect your wealth in an ever-changing world!
Chapter Summaries;
(0:00:35) - Introduction to Backup Structures
(0:01:12) - Understanding the Need for Backup Structures
(0:02:34) - Setting Up Your Backup Structure
(0:03:00) - The Challenges of a Rapidly Evolving Regulatory World
(0:03:39) - Choosing the Right Jurisdiction for Your Backup Structure
(0:03:54) - Considerations for Your Backup Structure
(0:06:20) - The Role of Personal Preference in Choosing a Backup Structure
(0:07:27) - 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
Monday Nov 27, 2023
Beyond Set up the Real Costs of Trusts and Foundations
Monday Nov 27, 2023
Monday Nov 27, 2023
Welcome to another episode of Wealth Uncensored. Host Jimmy Sexton explores the complexities of trust and foundation structures, highlighting their benefits and ongoing costs. He emphasizes the need for careful financial consideration before committing to these structures, stressing the importance of assessing individual financial viability. Sexton urges listeners to discuss these implications with advisors before deciding.
Chapter Summaries;
(0:00:35) - Introduction to Trusts and Foundations
(0:01:00) - Understanding the Complexity and Costs of Trusts and Foundations
(0:01:33) - The Realities of Running a Trust or Foundation
(0:01:58) - The Benefits of Trusts and Foundations
(0:02:25) - The Financial Implications of Trusts and Foundations
(0:04:19) - Determining the Financial Viability of a Trust or Foundation
(0:05:07) - Exceptions and Special Cases for Trusts and Foundations
(0:05:56) - The Importance of Careful Consideration Before Setting Up a Trust or Foundation
(0:06:19) - 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
Monday Nov 20, 2023
Monday Nov 20, 2023
Host Jimmy Sexton provides insights for high-net-worth foreign investors eyeing the U.S. real estate market. Unveiling the tax pitfalls and complexities, Sexton offers strategic solutions to safeguard investments. Discover key structures and expert advice essential for navigating the intricate landscape of international real estate investments.
Chapter Summaries;
(0:00:35) - Introduction to U.S. Property Investments for Foreign High Net Worth Individuals
(0:01:05) - The Rising Trend of Foreign Investment in U.S. Real Estate
(0:01:55) -Strategies to Minimize Tax Impact
(0:04:45) - Misconceptions about Investing through U.S. LLC or Corporation
(0:05:48) - Effective Structures for Foreign Investment in U.S. Real Estate
(0:06:08) - Ownership through a Foreign Corporation
(0:08:49) - Ownership through a Foreign Corporation that Owns a U.S. Corporation
(0:11:45) - Ownership through a Foreign Trust
(0:12:20) - 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
Monday Nov 13, 2023
The Power and Importance of Integrated Advice in Multinational Transactions
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
Monday Oct 30, 2023
Weighing the Pros and Cons of Managing Your Own Trust or Foundation
Monday Oct 30, 2023
Monday Oct 30, 2023
Welcome to the latest episode of Wealth Uncensored. Today, we're diving into a crucial topic: the risks and disadvantages of managing your own trust or foundation. While the allure of control can be enticing, there's much more to consider. We'll explore these drawbacks and discuss how you can maintain influence while mitigating the risks.
Chapter Summaries;
(0:00:39) - Introduction to the episode: Pros and Cons of Managing your Own Trust or Foundation
(0:01:12) - Task Risks
(0:03:00) - Asset Protection Risks
(0:03:36) - Privacy Concerns
(0:04:12) - Proper Administration and Corporate Governance
(0:04:48) - Outside Pressure
(0:05:24) - Mitigating the Risks
(0:07:48) - Closing Remarks
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
Monday Sep 11, 2023
The Art of Structuring Distribution Provisions in Trust and Foundations
Monday Sep 11, 2023
Monday Sep 11, 2023
In this episode of Wealth Uncensored, we discuss the importance of structuring distribution provisions in trusts and foundations for long-term wealth preservation. We explore strategies to mitigate risks, such as tax liabilities and asset protection, and highlight key provisions for responsible wealth management. Join us as we provide valuable insights for securing financial stability and achieving effective estate planning.
Chapter Summaries;
0:00:36 Understanding the Importance of Structuring Distribution Provisions
0:01:12 Basic vs. Comprehensive Approach to Beneficiary Distributions
0:02:48 Multi-generational Structures for Long-Term Wealth Preservation
0:04:02 Benefits of Multi-generational Trusts and Foundations
0:06:09 Common Distribution Provisions: Age, Education, Substance Abuse
0:09:13 Importance of Life Skills Training for Beneficiaries
0:10:32 Structuring Distribution Provisions: Taking Care of Beneficiaries' Needs
0:11:43 Benefits of a Multi-Generational Structure with Robust Distribution Provisions
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