Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Trusts For Tax Efficiency
We break down the specific mechanics of how ultra-high-net-worth families use irrevocable trusts to manage tax exposure and protect assets. Lucas walks through the difference between grantor and non-grantor trusts, while Luna explores the practical trade-offs in liquidity and control. We look at a real-world example involving a $50 million estate and how proper structuring can save millions in future capital gains taxes. This is Episode 230 of The High Net Worth Podcast.
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