Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Structure Legacy Giving
Episode 196 explores how family offices are moving beyond simple check-writing to structured legacy impact. We examine the rise of donor-advised funds for multi-generational alignment and the specific mechanics of supporting next-generation philanthropy without triggering entitlement. Lucas and Luna break down the tax-efficient structures used by affluent families today, focusing on concrete examples like foundation grant cycles and the psychological shift from wealth preservation to purpose allocation in late September 2026.
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The skinny
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