Wealth Uncensored

For GCC families thinking about how to pass wealth to the next generation, the question often comes down to waqf or foundation. Let me be clear up front: waqf is a real institution with centuries of history and deep religious and cultural meaning. It does a specific job, and it does it well. A foundation does a different job. It is a flexible, modern structure for governing family wealth, managing...

A flee clause is supposed to be your escape hatch. If your trust's jurisdiction turns hostile, the trust packs up and moves somewhere safer, automatically. It is one of the most common things people ask me to put in a structure. In most cases today, it does not work. Flee clauses worked fine before KYC and AML rules took over. A trustee in a new jurisdiction could step in quickly. That world is go...

When a region is in the headlines, you would expect wealthy families to freeze. Defer the foundation. Put the move on hold. Wait and see. That is not what I saw on the ground. Over the past six months, not one of my clients considered leaving Dubai. In-process projects kept moving. One client who was mid-setup paused, then continued during the crisis once I walked them through how to actually eval...

AI has changed how lawyers, accountants, and advisors work. It has also changed how clients show up to meetings — often with a printout from ChatGPT and questions about why the advice you just gave them doesn’t match what the chatbot said. In this episode I sit back down with James G. Burns, Esq. — California estate planning and asset protection attorney with over 25 years of experience — to talk...

Most people hear “life insurance” and think death benefit. For ultra-high-net-worth and international families, Private Placement Life Insurance is something very different: a legal, tax, insurance, and succession-planning chassis that can change how a family’s capital is owned, compounded, protected, and transferred across generations. In this episode, I sit down with James G. Burns — estate plan...

Most professionals think networking is about making a sale. That mindset is exactly why it fails. In this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark, one of the world’s leading voices on professional relationships, to break down why traditional networking advice leads people astray. They discuss why conferences often encourage the worst possible behavior, how aggr...

On this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark to explore an overlooked but critical flaw in estate and incapacity planning. Dorie shares a personal story about being called to make urgent medical decisions for her mother while traveling. Although the legal documents existed, she did not have immediate access to them when it mattered most. The experience revea...

In this episode of Wealth Uncensored, I sit down with my brother, Erik Sexton, SIOR, a trusted advisor to high net worth individuals and family offices on U.S. commercial real estate, to dissect the complexities of investing in property across jurisdictions. We start by unpacking U.S. tax considerations for foreign investors, including entity selection, FIRPTA exposure, and strategies to improve a...

In this episode of Wealth Uncensored, Jimmy Sexton sits down with his brother, Erik Sexton, SIOR, a top industrial and commercial real estate broker based in Las Vegas with two decades of experience advising family offices, institutional players, and private investors. Erik brings elite credentials from the Society of Industrial and Office Realtors (SIOR) and deep transactional insight into what’s...

AI is shaking up the tax advisory and legal world, but not always for the better. In this episode of Wealth Uncensored, we discuss the risks of using AI for international tax advice. Jimmy and international tax attorney Virginia La Torre Jeker share real cases and hard facts from decades experience. Learn where AI tools like ChatGPT and Grok often get it wrong—and why you can't afford to rely on q...

If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that come with direct inheritance. Learn the key differenc...

HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine ev...

The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax. In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as taxable companies, but how a little-known provisi...

In this episode of Wealth Uncensored, Jimmy Sexton dives into a topic too many wealthy families overlook: the burdenthat wealth can place on the next generation. While trusts, foundations, and tax planning often focus on preserving assets, few consider the unintended consequences of passing wealth outright to heirs. From crippling tax exposure and reporting obligations to threats from lawsuits and...

Get Dubai real expert Stephen Pokoly’s top 5 tips for investing in Dubai real estate. In this episode of Wealth Uncensored, we break down the most common mistakes investors make and how you can avoid them. Stephen shares what it takes to succeed in Dubai’s market, from picking the right agent to understanding hidden costs and payment plans. Whether you’re new to Dubai or have years of experience,...

Everything you need to know about buying off-plan vs. secondary market real estate in Dubai. This episode breaks down the biggest pros and cons of each, what you need to look out for, and how Dubai’s rules protect buyers. Hear directly from real estate expert Stephen Pokoly who’s been working in Dubai for over a decade. Whether you want long-term growth or immediate income from your property, this...

Don't let emotion cost you when buying real estate. In this episode of Wealth Uncensored, learn why even experienced investors sometimes make property decisions based on feelings, not logic. See how planning ahead and using expert advice can help protect your assets, save on taxes, and avoid risk. This video breaks down real examples and shows why a business mindset is key—whether you’re buying fo...

A new rule from FinCEN targets anyone buying US real estate in cash through a trust, LLC, or corporation in major cities like LA, Miami, and New York. The government now requires title companies to report details on these purchases—even if you're just looking for privacy, estate planning, or asset protection, not laundering money. The goal isn't to stop crime; it's about tracking ownership for pos...

Learn how a "Letter of Wishes" can provide guidance for your trust or foundation, ensuring your goals are carried out efficiently and with flexibility. In this episode, we explore the benefits of discretionary trusts, common pitfalls in trust management, and how vague instructions can lead to disputes or mismanagement. Find clear, practical tips on how to balance tax efficiency, asset protection,...

Discover where financial privacy still exists in today’s transparency-driven world. In this episode of Wealth Uncensored, we break down the impact of beneficial ownership registers, their role in tracking financial data, and why they were initially introduced. Learn how these changes have affected privacy for high-net-worth individuals, and why many countries now require extensive disclosures for...

In this episode of Wealth Uncensored, we tackle the essential topic of preparing heirs for wealth transition with Amy Castoro from The Williams Group. With $128 trillion expected to transfer between generations in the next 20 years, the stakes are high. It's not just about having the best estate plan or trusts in place – the real challenge is preparing families to handle the emotional, behavioral,...

Save thousands on income taxes with this overlooked strategy for business owners. This video breaks down income splitting using trusts and shows how distributing income to family members or other beneficiaries can reduce your overall tax burden. Learn the basics, avoid common pitfalls, and take control of your financial future with this simple, effective approach.

Preparing the next generation for inherited wealth is about more than just financial literacy. It’s about passing on values, principles, and a vision for responsible stewardship. In this episode of Wealth Uncensored, we discuss why education is crucial to preserving family legacies across generations. Learn strategies to teach heirs about trust structures, investment knowledge, and family missions...

Billionaires like Warren Buffett often make headlines for donating massive wealth to charity. While this generosity seems purely philanthropic, there’s a tax-saving strategy behind it. Estate taxes on fortunes over $13.61 million in 2024 can reach 40%, prompting wealthy individuals to use private foundations to minimize taxes. These foundations allow families to retain influence and benefits like...

Are you a U.S. taxpayer considering offshore strategies to save on taxes? The reality might surprise you—offshore isn’t the tax haven it used to be for Americans. In this episode of Wealth Uncensored, I sit down with attorney Toby Mathis of Anderson Advisors to break down why offshore tax strategies don’t work for U.S. citizens and what you can do instead. Toby shares actionable domestic tax-savin...