『The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance』のカバーアート

The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance

The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance

著者： Fexingo
無料で聴く

Lucas and Luna sit down in a wood-panelled wealth suite to untangle the financial architecture of affluence — not as aspirational lifestyle content, but as a technical, data-driven examination of how high-net-worth individuals preserve, allocate, and transfer capital. Each episode focuses on a single instrument, strategy, or tax regime: from municipal bond ladders and grantor retained annuity trusts to the carried interest loophole, the estate tax cliff, and the mechanics of family office formation. Lucas, with a journalist's precision, presses for the specific numbers and legislative context; Luna, an engaged interlocutor, challenges assumptions about risk, liquidity, and intergenerational purpose. Together, they dissect how the top 1% navigates regulation, inflation, and market cycles — drawing on named cases like the Zuckerberg philanthropic LLC structure, the Walton family tax planning, and the recent IRS crackdown on conservation easements. This is not about getting rich. It is about what happens after. What does a $50 million portfolio actually look like? How do you exit a business without triggering a 40% tax hit? And when does wealth management become more about philosophy than finance? #HighNetWorth #WealthManagement #TaxStrategy #AffluentFinance #EstatePlanning #FamilyOffice #TrustsAndEstates #CapitalGains #TaxEfficiency #Philanthropy #AssetAllocation #PortfolioDiversification #PrivateWealth #Finance #FexingoBusiness #BusinessPodcast #DailyPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Ultra-Wealthy Families Use Valuation Discounts for Estate Freezes

    How Ultra-Wealthy Families Use Valuation Discounts for Estate Freezes
    2026/06/07
    Episode 37 of The High Net Worth Podcast. Lucas and Luna explore how ultra-wealthy families use valuation discounts and estate freezes to transfer wealth to the next generation with minimal gift tax. The episode focuses on the 'lack of marketability discount' and 'minority interest discount' commonly applied to family limited partnerships (FLPs). Lucas explains a real-world case: a family transferring $50 million in real estate into an FLP, then gifting limited partnership interests to children at a 40% discount, effectively passing $6 million tax-free per parent under the lifetime exemption. Luna questions the IRS's scrutiny of such strategies and shares a 2024 Tax Court ruling where discounts were denied because the family retained too much control. The hosts discuss the importance of proper valuation experts and the risk of audit triggers. They also touch on how the sunset of the Tax Cuts and Jobs Act exemption in 2026 might accelerate planning for wealthy families. A donation segment is woven into the conversation, where Lucas notes that listener support via buy me a coffee dot com slash fexingo keeps the show ad-free. #EstateFreeze #ValuationDiscounts #FamilyLimitedPartnership #FLP #GiftTax #EstatePlanning #LackOfMarketability #MinorityInterest #IRS #TaxCourt #HighNetWorth #WealthTransfer #LifetimeExemption #TaxCutsAndJobsAct #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax Deferral

    How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax Deferral
    2026/06/07
    In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use Qualified Opportunity Zone (QOZ) funds to defer and reduce capital gains taxes. They break down the mechanics of the Opportunity Zone program, created by the Tax Cuts and Jobs Act of 2017, and walk through a real-world example: a family office that deferred $50 million in capital gains by investing in a QOZ fund focused on mixed-use development in a designated low-income community. Lucas explains the timeline: investors must roll gains into a QOZ fund within 180 days, and the tax benefits include deferral until 2026, a 10 percent exclusion after five years, and an additional 5 percent after seven years. Luna raises questions about the risks—lack of liquidity, fund manager fees, and the possibility of gentrification backlash. They also discuss the 2024 proposed regulations and the 2026 sunset date for the deferral. The episode closes with a thoughtful reflection on whether the program achieves its dual goals of tax savings and community impact. No prior episode has covered Opportunity Zones, making this a fresh angle within the wealth management and tax strategy niche. #OpportunityZones #TaxDeferral #CapitalGains #FamilyOffice #WealthManagement #TaxStrategy #AffluentFinance #QOZ #RealEstate #TaxCutsAndJobsAct #Gentrification #CommunityDevelopment #HighNetWorth #Finance #Investing #FexingoBusiness #BusinessPodcast #TheHighNetWorthPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • How the Ultra-Wealthy Use Mineral Rights for Royalty Income

    How the Ultra-Wealthy Use Mineral Rights for Royalty Income
    2026/06/06
    Lucas and Luna explore how ultra-wealthy families and investors acquire mineral rights to generate passive royalty income from oil, gas, and mining operations. They break down the economics of a typical deal using a real-world example: a 160-acre tract in the Permian Basin that generates $240,000 a year in royalties from a 3% overriding royalty interest. Lucas explains the different types of mineral rights — surface, mineral, royalty, and overriding royalty interests — and why the wealthy treat them like a bond-plus-equity hybrid. They walk through the risks: depletion, commodity price volatility, lease expirations, and the importance of due diligence on the operator. Luna asks how a listener with a few hundred thousand dollars could get exposure without buying an entire tract, and Lucas covers mineral-rights investment funds and publicly traded royalty trusts like the Permian Basin Royalty Trust (PBT). They close by noting that mineral rights can be passed to heirs with a stepped-up cost basis, making them a powerful estate-planning tool. A donation segment acknowledging the value of the show is woven in naturally near the end. #MineralRights #RoyaltyIncome #PermianBasin #OilAndGas #PassiveIncome #WealthManagement #EstatePlanning #StepUpInBasis #OverrideRoyaltyInterest #RoyaltyTrusts #PBT #AlternativeInvestments #HighNetWorth #Finance #BusinessPodcast #FexingoBusiness #TheHighNetWorthPodcast #Fexingo Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません