Wealth Uncensored

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 divor...

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, you’ll...

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 episo...

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 for inve...

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 possible ...

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, and pe...

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 trusts...

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, and relational aspects of wealth t...

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 while...

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 salari...

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-saving st...

In this episode of Wealth Uncensored, we sit down with Dr. Marcel Kieber of Expeerius to explore Switzerland’s flat tax regime—a compelling option for high-net-worth individuals (HNWIs) seeking tax-advantaged residency, especially after the UK’s recent abolition of the non-dom regime. Dr. Kieber provides an expert breakdown of how the flat tax works, who qualifies, the process and timeline for setup, an...

Understanding US estate tax for non-resident aliens is essential if you own US assets and aren't a US citizen or resident. Don't let the surprise be a hefty tax bill up to 40% on your US assets.

This video breaks down what you need to know about what gets taxed—I give a detailed list of different types of US assets and explain which are subject...

In this episode of Wealth Uncensored, we dive into a crucial strategy for entrepreneurs considering an exit from their company: changing tax residency to reduce or eliminate capital gains taxes. While moving to a low or no capital gains tax country can be a powerful way to protect your wealth, it requires careful planning and timing. We discuss the importance of understanding potential exit taxes, ensur...

Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself in a similar predicament. Learn from cases where trusted...

In this episode of Wealth Uncensored, we dive into the critical topic of tax compliance for people looking to expatriate. I discuss why being tax compliant is essential before expatriating to avoid becoming a “covered expatriate” subject to the exit tax, and why it’s important even if you will be a covered expatriate for other reasons. Learn how non-compliance can impact your US heirs and recipients of ...

Discover essential insights into private trust company and foundation governance in this episode of "Wealth Uncensored" with host Jimmy and guest David Piesing. David, a personal fiduciary, dives into why having a professional on the board of PTCs or foundations isn't just a luxury, but a necessity. Learn the risks of family-run boards without expert guidance, and how they can affect trust integrity. Da...

In this episode of Wealth Uncensored, we tackle the often overlooked issue of overly complex asset protection structures. Many advisors and corporate service providers promote intricate setups involving multiple entities across various jurisdictions, promising superior protection. However, is this level of complexity necessary for your specific needs?

Join me as I break down...