Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Life Insurance For Tax Efficiency
We explore how ultra-high-net-worth family offices deploy private placement life insurance policies to shield illiquid assets from estate taxes. Using a concrete case study of a $100 million portfolio, Lucas and Luna break down the mechanics of infinite banking concepts, internal rate of return optimization, and why this strategy works best for legacy planning rather than short-term yield. This is Episode 229.
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The skinny
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