Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Wealthy Families Use Direct Lending to Beat Private Equity Returns
In this episode of The High Net Worth Podcast, Lucas and Luna explore why ultra-high-net-worth families are increasingly bypassing traditional private equity funds and instead engaging in direct lending — extending loans directly to companies, real estate developers, and infrastructure projects. They examine the mechanics of a typical deal: a $50 million senior secured loan to a mid-market manufacturer yielding 12 percent annually, versus a comparable private equity fund's net return of 8 percent after fees. Lucas explains the structural advantages: control over terms, lower fee drag…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.