What Is The Best Jurisdiction For My Trust Or Foundation?
Channel: Esquire Group
Date: 2021-07-28

When getting started with wealth planning, one of the important decisions is choosing the best jurisdiction for your trust or foundation. There are many factors to consider, and the right answer depends on each person’s unique situation. 

As with most things, setting up a trust or foundation in a jurisdiction that fits your needs, takes time and varying amounts of money.

Watch the video and find out more details.

00:00 Intro
00:46 Disclaimer 
02:30 Citizenships & Residences 
05:01 Estate & Succession Planning 
07:10 Tax
09:13 Wealth Protection 
10:30 Privacy 
11:43 Management Type 
13:12 Banking 
13:55 Regulation 
14:37 Legal System 
15:20 Reputational Impact 
15:49 Cost
16:21 Geographic location
18:03 Pro Tip 


Jimmy Sexton, LL.M. is the Founder & CEO of Esquire Group. He 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. Jimmy started his career in 2003 and continues to service an elite group of clients. In 2005 he extended services to include tax preparation, which has evolved into Esquire Group’s exclusive Concierge Tax Service. This service is offered to a limited number of clients. 

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Esquire Group is not your typical international tax and wealth advisory firm; we are international business people and global citizens that strive to continue finding ways to provide value to our clients and enhance their lives, giving them peace of mind.


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