
Sign up to save your podcasts
Or


HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine even the most sophisticated portfolios. Jimmy explains why integrated, cross-border advice is essential, how to structure your advisory team for communication and clarity, and how to finally turn expert opinions into a unified wealth strategy. If your family office feels busy, but not strategic, this episode is your blueprint for change.
By Esquire Group LLC5
22 ratings
HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine even the most sophisticated portfolios. Jimmy explains why integrated, cross-border advice is essential, how to structure your advisory team for communication and clarity, and how to finally turn expert opinions into a unified wealth strategy. If your family office feels busy, but not strategic, this episode is your blueprint for change.