Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Structured Sales for Tax-Free Cash Flow
In this episode of The High Net Worth Podcast, Lucas and Luna explore how wealthy families use structured sales of highly appreciated assets to create tax-efficient, steady cash flow while deferring capital gains. They break down the mechanics of installment sales and self-canceling installment notes (SCINs), using a concrete example of a founder selling a business to a family member. The conversation covers how these structures differ from outright sales, the risks of default and interest-rate traps, and why the IRS scrutinizes them. Lucas and Luna also touch on the recent rise in private…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.