Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Share Lending for Extra Yield
Episode 91 of The High Net Worth Podcast explores securities lending: how wealthy families lend out shares from their portfolios to short sellers, earning incremental yield on otherwise idle holdings. Lucas and Luna break down the mechanics, the typical 0.5 to 2 percent annualized returns, and the risks—including counterparty default and tax complications—using a case study of a family office that lent $50 million of Apple stock over a year. They compare securities lending to other yield-enhancing strategies like covered calls and direct indexing, and discuss why large custodians like…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.