Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax-Deferred Gains
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using Opportunity Zone funds to defer and reduce capital gains taxes. They break down the mechanics of Qualified Opportunity Funds, the timeline requirements for tax benefits, and a real-world case of a family office that rolled $50 million in stock gains into a mixed-use development in Atlanta. Lucas explains the 10-year hold benefit and the step-up in basis rules, while Luna questions the concentration risk and exit liquidity. The hosts also discuss the recent regulatory clarifications from…
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