Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Intellectual Property Holding Companies
Episode 25 of The High Net Worth Podcast with Fexingo explores how the ultra-wealthy use intellectual property holding companies to dramatically reduce taxes on royalties, licensing fees, and intangible assets. Lucas explains how a family office might spin out a patent or trademark into a separate entity in a low-tax jurisdiction like Ireland or Delaware, then charge operating companies royalties that are deductible against income while accumulating wealth tax-deferred. He cites a real-world example: how the estate of musician Prince used an IP holding company based in the British Virgin…
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