Helped client set up a foundation to protect their assets for future generations and avoid forced heirship estate distribution.
Private Managed Foundation
Svengarrt R.
Art Collector
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Helped client set up a foundation to protect their assets for future generations and avoid forced heirship estate distribution.
Helped client navigate expatriation. Discovered mistakes in his tax returns that would have caused him to be a covered expatriate and subject to exit tax. Was able to have the returns corrected resulting in non-covered expatriate status and avoidance of the exit tax.
Client was becoming domiciled in the UK after her non-dom status expiring. Set up family office structure to keep her income and assets out of UK. Protected $100m in assets from 40% inheritance tax.
The clarity Esquire Group brought to my family’s complicated financial situation involving property and investment in multiple countries has been quite remarkable. I’m confident in the path forward, and look forward to less uncertainty.
Esquire Group’s personalized approach, and their ability to tease out and explain all the nuances, made me feel sure in my financial decisions involving U.S. entities.
I’m relieved to have sorted out my complicated tax situation with Esquire Group. Their approach is clear and effective and I finally know I am in good hands.
Creating a trust with Esquire Group has been a crucial step in managing my international interests. Their understanding of the ins and outs of private and professional trusts is extraordinary.
Jimmy Sexton’s insights made offshore trust creation both simple and effective. Esquire Group stands out.
Unlike most wealth planning experts, Jimmy Sexton really listens. He pays great attention to unique situation and requirements and designs a custom solution for your special needs. Their exceptional service provided peace of mind and great satisfaction.
The precision and care from Esquire Group, under Jimmy Sexton’s guidance, in crafting wealth protection strategies are unparalleled. Truly impressive service.
Esquire’s Private Client Advisory transformed my approach to wealth management. Their tailored structures safeguard my assest like never before. Jimmy’s insight was invaluable.
I appreciated how Esquire Group handled my queries with patience and professionalism. They truly understand the challenges faced by multi-national business owners and their families.
I highly recommend Esquire Group for International businessmen needing expert advice on international tax laws and wealth planning to protect their estate.
The clarity and simplicity Esquire Group brought to my international wealth structuring needs outstanding. Now, I am confident that my legacy’s future is well protected.
I’m so relieved to have gotten this done. Working with Jimmy to protect my international interests has lifted a great weight off my shoulders, this is now well organized and manageable. I had been pushing this off, for years. So, kudos to Jimmy for finally nudging me over the line, so grateful he did.