Wealth Uncensored

Esquire Group LLC

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.

  1. 5d ago

    AI in Legal & Advisory: Where It Helps, Where It Hurts — with James G. Burns, Esq.

    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 honestly about what AI is doing to our profession. Not the marketing version. The real version. We get into the professionals over-relying on AI without the expertise to verify its output. The ones who do have the expertise but skip verification anyway because the answer looked clean. The advisors using AI confidence to wander into practice areas they have no business being in. The attorney-client privilege questions nobody wants to think about. And the new client dynamic where every engagement now includes 30 minutes of unwinding whatever the client’s AI told them last night. If you advise wealthy clients, or you are one trying to figure out where AI fits and where it doesn’t, this conversation is for you. Topics covered: Over-reliance on AI without the expertise to verify it Verified expertise without verification — why even good lawyers stop checking Advisors straying outside their lane on AI-generated confidence Attorney-client privilege and confidentiality risks in AI use The client-side AI problem and what it’s doing to advisory engagements Where AI legitimately helps in a sophisticated planning practice Guest: James G. Burns, Esq. — Law Office of James Burns, Aliso Viejo, CA. Estate planning, asset protection, tax, and business law.

    25 min

  2. May 28

    PPLI: The Quiet Architecture of Global Wealth Preservation

    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 planning and international wealth structuring attorney at the Law Office of James Burns — to unpack PPLI as architecture, not a product. We cover why after-tax compounding matters more than gross return at the UHNW level, how PPLI may improve the U.S. dividend withholding profile for foreign investors, and where it fits inside forced-heirship and Sharia-sensitive succession planning. We also get into pre-immigration planning — why timing before U.S. tax residency is everything — and the advanced terrain of in-kind funding and asset protection design. This is an honest conversation about what PPLI can and cannot do. No magic, no loopholes. Just the architecture. Topics covered: Tax drag and after-tax compounding for UHNW families S. dividend withholding and foreign investors Forced-heirship and Sharia-sensitive succession planning Pre-immigration planning before U.S. tax residency In-kind PPLI funding and asset protection considerations Building the right advisory team around a PPLI case Guest: James G. Burns, Esq. — Law Office of James Burns

    34 min

  3. Apr 13

    Why Most Professionals Network the Wrong Way

    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 aggressive selling repels high-quality relationships, and why the most successful people in business focus on curiosity, shared interests, and long-term connection instead of immediate ROI. Jimmy and Dorie explore the difference between transactional networking and relationship-building, why elite circles operate on trust rather than pitch decks, and how being genuinely interesting beats being relentlessly persistent. From VIP environments to organic friendships that turn into clients, referral sources, or lifelong connections, this conversation reframes what networking should actually look like for serious professionals. If you work with or around high-net-worth individuals and want to build relationships that compound over decades, this episode will change how you think about networking.

    17 min

  4. Mar 24

    Estate Planning Is Useless If No One Can Find It

    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 revealed a hard truth that many families learn the painful way. Planning alone is not enough. Access, communication, and clarity are what determine whether a plan actually works in a crisis. Together, Jimmy and Dorie unpack why families must go beyond drafting documents and focus on where documents live, who can access them, and how responsibilities are communicated across generations. This conversation is essential listening for anyone who believes estate planning is complete once the paperwork is signed.

    14 min

  5. Mar 4

    U.S. and UAE Real Estate Strategies for Global Capital

    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 after‑tax returns. We then transition to estate planning and asset protection for U.S. real estate holdings, focusing on structures that shield wealth and facilitate legacy transfer. Next, Erik and I explore the UAE real estate landscape, taxation, ownership vehicles, and planning tools for investors. We highlight actionable structures that align tax efficiency with robust protection and discuss common pitfalls for foreign buyers in both markets. Whether you’re a family office allocating global real estate capital, or an individual investor seeking cross‑border clarity, this episode delivers tactical insights you can apply now.

    28 min

  6. Feb 18

    Divesting or Doubling Down? The Truth About Foreign Capital in U.S. CRE

    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 happening in industrial, office, and logistics property markets.  You’ve seen the headlines: “Foreign investment in U.S. real estate is rising.” But on the ground, Jimmy sees something different. Erik shares what he’s seeing from his work with international capital, what’s driving selective selling, why some foreign holders are reallocating, and where real opportunity still exists for savvy capital. If you invest globally or advise UHNW families, this episode cuts through confusion with real data points and boots‑on‑the‑ground perspective. This episode delivers clarity on the disconnect between the headlines and real investor behavior.

    14 min

  7. Jan 20

    The Danger of Fake-Smart AI Tax Advice

    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 quick answers or so-called experts with little real experience. We lay out the risks of trusting tax advice to AI and point out why experience, credentials, and a record of accurate writing for trusted publications matter more now than ever. If you’re choosing an advisor or doing your own research, watch this first to avoid costly mistakes, penalties, and headaches that can haunt you for years. For more, check out Virginia’s Forbes article on the dangers of AI in tax planning, linked below. https://www.forbes.com/sites/virginialatorrejeker/2025/05/11/the-danger-of-relying-on-ai-for-us-tax-advice/   Follow Virginia La Torre Jeker on LinkedIn, one of the world’s leading authorities on U.S. international tax and compliance. https://www.linkedin.com/in/virginia-la-torre-jeker-j-d-44927a/ Don’t let confidence from chatbots fool you, when it comes to cross-border tax, there’s a lot at stake. Get practical tips on how to choose advisors who actually know what they’re doing and protect your wealth for the long run.

    27 min

  8. 12/04/2025

    How to Protect U.S. Heirs from Taxes, Reporting & Risk

    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 differences between foreign grantor and non-grantor trusts, their pros and cons, and the structuring mistakes that can trigger IRS scrutiny. This is essential listening for global families with mixed citizenships and cross-border wealth.

    17 min
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About

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.

Information

  • Creator
    Esquire Group LLC
  • Years Active
    2023 - 2026
  • Episodes
    83
  • Rating
    Explicit
  • Copyright
    © Copyright 2026. All rights reserved.
  • Show Website
    Wealth Uncensored