Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Intellectual Property Holding Companies
We explore how ultra-high-net-worth families are shifting value from traditional real estate and private equity into intellectual property holding companies. We look at a specific case of a tech founder’s family office that restructured its core patents into a standalone entity, analyzing the tax efficiency, royalty income streams, and asset protection benefits. This episode breaks down the mechanics of intercompany licensing, transfer pricing rules, and why IP might be the next frontier for affluent wealth preservation in the knowledge economy.
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The skinny
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