Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Offshore Reinsurance for Tax Deferral
Episode 80 of The High Net Worth Podcast dives into offshore reinsurance, a sophisticated strategy ultra-wealthy families use to defer taxes and grow assets inside a Bermuda-based insurer. Lucas explains how a high-net-worth individual can front a private reinsurance company, cede premiums from a commercial carrier, and invest the float in a tax-advantaged pool. Luna questions the regulatory complexity and whether this is only for billionaires. Using the example of a family office with $500 million in liquid assets, the episode walks through the mechanics, costs, and risks, including scrutiny…
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