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I'm Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. I work one-on-one with ultra-high-net-worth individuals, family offices, and private companies to solve complex international tax and wealth planning challenges.
On this podcast, I share what I've learned from two decades in the trenches: tax strategy, wealth structuring, trusts and foundations, expatriation, family governance, international banking, and the geopolitical forces that shape your wealth. I built and sold my own multinational business, expatriated from the United States, and personally use the same strategies I advise my clients to use. This isn't theory. It's experience.
I'm a regular contributor to Bloomberg Tax and have been published and quoted by Forbes, The Wall Street Journal, CNN, and The Washington Post. I've spoken before the United Nations, the American Chamber of Commerce, and eBay, and serve as Chairman of the International Business Structuring Association's Middle East Chapter.
New episodes monthly. Subscribe and follow.
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
Thursday May 28, 2020
Thursday May 28, 2020
Jimmy and guest Mike Abel of Abel Law Group discuss all things related to substance abuse clauses found in trust documents.
Substance abuse clauses can even include alcohol. Learn how few drinks can allow a doctor to legally claim that someone has a drinking problem.
The motivation behind substance abuse clauses is usually well-intentioned but they can easily be used to compromise beneficiary rights.
Don’t let your good intentions be used against you and your loved ones.
Host Information
- Jimmy Sexton - Host
- Mike Abel - Guest
Tuesday May 19, 2020
Tuesday May 19, 2020
Jimmy talks about all things related to the jurisdiction of Nevis with special guests Mark Nestmann and Trey Wyatt.
Mark and Trey directors of Fortress Trust Ltd. - a licensed registered agent in Nevis and a “licensed person” for the St. Kitts & Nevis citizenship by investment program.
Learn about the unique privacy and asset protection advantages offered by Nevis.
Host
- Jimmy Sexton - Host
- Mark Nestmann - Guest
- Trey Wyatt - Guest
Tuesday May 12, 2020
Tuesday May 12, 2020
Jimmy discusses health and fitness for kids with guest and personal trainer Oliver Thompson of D5 executive gymnasium located in Dubai.
Oliver shares his take on genetics, habits, and dispels myths about children and exercise.
Host Information:
- Jimmy Sexton - Host
- Oliver Thompson - Guest
Tuesday May 05, 2020
Tuesday May 05, 2020
Jimmy talks with Peter Agrapides from Western Valuations Advisors about how the Coronavirus has created a unique opportunity to transfer wealth due to depressed valuations for privately held assets.
Learn about estate tax, expatriation “exit tax,” and other transfer limitations.
- Jimmy Sexton - Host
- Peter Agrapides - Guest
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
Jimmy and Kyle discuss the EU’s tax haven blacklist including qualifications, noticeable absences, and how the list impacts international business and cross-border transactions.
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Jimmy and Kyle discuss how the Coronavirus will impact the OECD’s plans to dictate global tax policy. Tax zealots think it helps their cause. Jimmy and Kyle think otherwise.
Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
Jimmy and Kyle cover some of the mistakes Jimmy has seen clients make and some of his war stories including huge expatriation mistakes, hair brained ideas, people ignoring sound advice, and possible government agents up to no good!
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
Jimmy and Kyle cover the difficulties in planning for US heirs - in particular, traditionally non-US families that only have one or two children that become US citizens or are otherwise subject to the US tax system.
Sunday Mar 01, 2020
Sunday Mar 01, 2020
Jimmy and Kyle discuss the many initiatives launched by the OECD and adopted by major countries around the world. Learn their objectives and how they impact your wealth.
Sunday Mar 01, 2020
Sunday Mar 01, 2020
Jimmy and Kyle discuss the “best” jurisdictions for Wealth Structuring. Learn what features to look for in a jurisdiction and what to avoid. Jimmy shares his favorite jurisdictions for specific objectives like storing collectibles.