Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Shareholder Loans for Liquidity
In this episode of The High Net Worth Podcast, Lucas and Luna unpack the shareholder loan—a quiet but powerful tool in the family office playbook. They walk through a real-world scenario: a founder who wants to extract cash from a private company without triggering a capital gains event or an unwanted dividend tax hit. They explain how the loan is structured, the IRS rules that govern it, and the traps—like below-market interest rates and non-payment—that can turn a smart move into a tax nightmare. With a tip of the hat to a Warren Buffett–style approach to leverage, they show how a…
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