Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Direct Indexing for Tax Loss Harvesting
In this episode, Lucas and Luna explore direct indexing – a strategy that allows wealthy families to own the individual stocks in an index rather than buying an ETF. They explain how it enables customized portfolios, exclusion of specific sectors or companies, and systematic tax-loss harvesting at the individual stock level. Lucas breaks down how a $5 million portfolio can generate annual tax savings of 0.5% to 1.5% compared to a standard index fund, using real data from 2025. They also discuss the role of automated platforms like Parametric and Aperio, and why this approach is gaining…
The skinny
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