Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Structured Notes for Principal Protection
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-high-net-worth families use structured notes to protect principal while still capturing upside exposure to equities and other assets. They walk through a concrete example of a hypothetical $5 million allocation to an S&P 500-linked structured note with a 100% downside buffer, explaining how the payoff works, the role of the issuing bank, and the trade-offs in fees and liquidity. Lucas breaks down the difference between autocallables, reverse convertibles, and fixed-coupon buffer notes, while Luna questions how…
The skinny
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