Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Build Resilient Portfolios
We explore the counterintuitive strategy of 'negative correlation' that ultra-high-net-worth families use to protect wealth during market stress. Lucas and Luna break down how family offices deliberately pair volatile assets with defensive ones, using real-world examples like oil majors and gold miners. We look at why diversification isn't just about owning more things, but about owning things that move in opposite directions. With a focus on risk management over return chasing, this episode reveals how sophisticated investors sleep better at night by designing portfolios that…
The skinny
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