Wealth Uncensored

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...

In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritances taxed at the highest rates, and even facing difficul...

In this informative episode of Wealth Uncensored, I sit down with David Piesing, a Guernsey Personal Fiduciary to explore the critical factors in choosing the best jurisdiction for your wealth structure. From grey lists and reputation to the availability of qualified professionals, we cover it all.

David and I delve into the intricacies of banking systems, language considera...

In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.

Join me as I explore the key differences between these two powerful ...

The Dubai real estate market has been booming ever since the pandemic. People from all over the world want a piece of Dubai. Some are moving to Dubai and want to purchase a residence, while others are investing for cash flow and appreciation.

To get an insider’s look at Dubai’s real estate market and learn the ins and outs of investing there, I sat down with Stephen Pokoly, ...

Unlock the secrets to successful multinational estate planning in this comprehensive guide. Get valuable insights on how to navigate the complex tax and legal implications when your assets, family members, citizenships, and residencies span various countries.

Avoid common pitfalls and learn why a tailored approach is crucial over one-size-fits-all solutions from "entity sale...

Discover how US persons—citizens, green card holders, and residents—can benefit from setting up trusts and foundations in the UAE. This video debunks common myths and highlights key advantages like asset protection and flexible estate planning. Learn why the Dubai International Financial Centre offers strong privacy and how creating structures outside the US can safeguard assets from creditors and court...