Esquire Group LLC

Wealth Uncensored

Business EN ↓ 83 episodes

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 c...

Author

Esquire Group LLC

Episodes

The Impact of Corona Virus on Valuations 05.05.2020 31:58

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

Tax Haven Blacklists 28.04.2020 37:25

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.

Post-Corona OECD Global Tax Empire 21.04.2020 23:51

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.

Mistakes & War Stories 14.04.2020 27:51

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!

The Difficulties In Planning For US Heirs 07.04.2020 22:14

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.

Acronym Madness - BEPS, MLI, ESR, CRS - What They Are & Why They Matter 01.03.2020 30:51

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.

What is the “Best” Wealth Structuring Jurisdiction? 01.03.2020 28:32

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.

Trusts v. Foundations - Which is better for Wealth Structuring? 01.03.2020 30:52

Jimmy and Kyle cover the basics of trusts and foundations and discuss the many variables that make one preferable over the other such as family size, citizenship, location of assets, age, and goals.