Best Wealth Structuring Process (Financial Management Strategies)
Channel: Esquire Group
Date: 15/09/2021

Best Wealth Structuring Process (Financial Management Strategies)

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Wealth structuring is the term we use to describe the process of implementing structures to hold and manage your worldwide wealth so you can grow it, preserve it, protect it, and pass it on to your heirs in a tax-efficient manner according to your wishes. This generally involves setting up a family trust or foundation, which serves as the backbone of a family’s wealth holding structure.

00:00 Intro
00:30 Disclaimer
00:51 Wealth Structuring 
01:51 My 3-Step Process
03:00 Step 1: Education
05:35 Step 2: Planning
11:13 Step 3: Implementation 
12:30 Contact Info

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Website: https://esquiregroup.com

About Jimmy Sexton:

Hi! I am Jimmy Sexton, LL.M. - Founder & CEO of Esquire Group. I founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning.

Connect with me on LinkedIn: https://www.linkedin.com/in/jimmysextonllm/

Disclaimer:

This video is prepared for educational purposes only. This video is not legal, tax or any other type of advice. Each individuals’ circumstances are different, you should seek legal and/or tax advice to address your specific situation and any questions you may have.