ABOUT THIS EPISODE
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 8
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Christopher Ott, Private Client Advisor at Henley & Partners in Washington, DC. Chris brings a capital markets mindset to relationship-driven advisory work. After a decade in commercial real estate acquisitions and asset management, Chris has developed a foundation in evaluating risk, understanding capital flows, and navigating complex transactions. Today, Chris applies that foundation to relationship-driven advisory work centered on clarity, discretion, and long-term alignment..
Tune in for these key takeaways:
- A history of the prestigious Henley & Partners firm, including how the firm has evolved over the years and current initiatives
- Discussion surrounding the current status of US emigration and immigration trends
- Insight into which countries outbound Americans are gravitating toward and why
- Dialogue around the most common issues that US nationals are facing as they seek citizenship in foreign countries
- Insight into the ‘more is better’ mindset surrounding Passports
- An outline of options that US citizens have if/when they find themselves in a scenario that involves relocating abroad, and how they can best leverage their situation for tax benefits
Learn more about Christopher Ott:
- Connect with Chris Ott on LinkedIn: https://www.linkedin.com/in/christopherthomasott/
- Follow Henley & Partners on LinkedIn: https://www.linkedin.com/company/henley-partners/
- Visit Henley & Partners’ YouTube Channel: https://www.youtube.com/user/HenleyAndPartners
- Follow Henley & Partners on Facebook: https://www.facebook.com/HenleyPartners/
- Reach out to Chris via Email for a no-obligation consultation: christopher.ott@henleyglobal.com
Further Resources:
- The Henley Private Wealth Migration Report 2026: https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2026 Henley & Partnres’ latest wealth and investment migration report, which introduces the Global Wealth Mobility Framework, revealing how tax, policy, geopolitics, and access are reshaping the competition to attract millionaires.
- The Henley Passport Index: https://www.henleyglobal.com/passport-index The Henley Passport Index is the original, authoritative ranking of all the world’s passports according to the number of destinations their holders can access without a prior visa. Covering data from 199 different passports and 227 different travel destinations, the index is updated monthly and provides a comprehensive tool for assessing global mobility.
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About The Essential Tax Podcast:
In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas.
Watch or listen to more episodes of The Essential Tax Podcast:
- YouTube: https://www.youtube.com/@TheWolfGroupPC
- Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944
- Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf
Connect and learn more from your host, Mishkin Santa:
- Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta
- Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc
- Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa
