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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.
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
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
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
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
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
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
Monday Sep 04, 2023
Monday Sep 04, 2023
In this episode, we equip you with essential knowledge and strategies to construct an ideal board for your private trust or foundation. We cover important considerations such as diversity, professional skills, and background checks. We also touch upon wealth protection strategies and tax planning. Join us for insights and practical advice to secure your wealth and create a resilient board for your organization.
Chapter Summaries;
(0:00:39) - Introduction: Discussion on the board's composition begins, considering factors like age, education, and professional experience.
(0:02:50) - Continuation of board composition discussion with emphasis on diversity and the importance of director training and technology proficiency.
(0:05:15) - Discussion on the importance of conducting background checks on potential board members and conflict of interest disclosure.
(0:07:59) - Switching gears to wealth protection strategies, the importance of tax planning, and choosing the right tax professional. The episode ends with resources for preserving wealth.
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 Aug 28, 2023
Monday Aug 28, 2023
Could the new UAE corporate income tax law affect your tax liability? Explore the ins and outs of this new legislation with me your host, Jimmy Sexton, as we delve into the implications and uncertainties it brings to the table. This episode promises to guide you through the complexities of tax transparency for trusts, the concepts of free zones, and the differentiation between qualifying and non-qualifying income.
We'll also tackle the intricate details of the new law's application to foundations formed in RAC ICC and the treatment of trusts formed in DIFC and ADGM. In addition, we discuss potential tax planning strategies to navigate through these waters. Strap in for an enlightening journey as we dissect the new UAE corporate income tax law and its impact on UAE trusts and foundations.
Chapter Summaries;
0:35 - Introduction to the podcast episode
1:30 - Discussion on the new UAE corporate income tax law enacted in 2022 and its implications on taxation
3:15 - Examination of the law's application to foundations formed in RAC ICC
5:00 - Delving into the treatment of trusts formed in DIFC and ADGM
6:30 - Discussion on tax transparency for trusts
8:00 - Exploration of free zones, qualifying free zone persons, and their influence on the taxation process
10:00 - Differentiation between qualifying and non-qualifying income and its effect on tax liability
11:30 - Strategies for dealing with the new corporate income tax law
13:30 - Conclusion and Call to Action
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 Aug 21, 2023
Monday Aug 21, 2023
UAE: The Ultimate Trust and Foundation Planning Jurisdiction
Welcome to another episode of Wealth Uncensored! Today, we delve into the compelling reasons why the UAE stands out as a top-notch jurisdiction for trust and foundation planning. Join us as we explore the attractive benefits it offers, including political and economic stability, flexibility in asset migrations, favorable tax treatment, and unique features for trusted foundations. We'll uncover how the UAE's trust and foundation laws are easy to set up and cost-effective, with less burdensome administration requirements. Not to mention, we'll highlight how setting up banking is relatively easier compared to other countries. If you're looking to set up structures while minimizing taxes and maintaining control, the UAE provides an excellent option. Tune in to gain valuable insights into optimizing your wealth!
Chapter Summaries;
0:00:39 UAE: The Ultimate Trust and Foundation Planning Jurisdiction
0:02:24 Benefits of Setting Up Trusts and Foundations in the UAE
0:11:25 Understanding the concept of owning a house through a foundation
0:12:05 The flexibility and privacy of trusts in ADGM and DIFC
0:13:49 Choosing the jurisdiction and court system for trusts and foundations
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 Aug 21, 2023
Monday Aug 21, 2023
Welcome to Wealth Uncensored! I'm your host, Jimmy Sexton. We discuss everything that impacts your wealth, from tax strategies to international banking. I'm here to share my expertise and insights gained from years of experience in managing wealth for high-net-worth individuals. Welcome to a lifestyle of financial freedom!
Chapter Summaries;
0:00:35: Introducing Wealth Uncensored: Discussing everything that impacts your wealth
0:00:44: The failure of The Sexton Show: No plan or consistency
0:01:12: Rebooting with Wealth Uncensored: Proper planning and format
0:01:27: Introducing Wealth Uncensored: Target audience and topics discussed
0:02:19: Introducing Your Host, Jimmy Sexton, and His Wealth Management Expertise
0:02:54: Global Perspective and Success in International Tax and Wealth Planning
0:04:03: Welcome to Wealth Uncensored: A Journey to Financial Freedom
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