Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Use Crypto as a Strategic Asset
Episode 19 of The High Net Worth Podcast explores a surprising shift: ultra-high-net-worth families are allocating 3 to 7 percent of their portfolios to cryptocurrency, not as a speculative bet but as a strategic hedge and alpha generator. Lucas and Luna break down the mechanics—how family offices custody digital assets through regulated trust companies, use blockchain-based lending for liquidity without selling, and navigate the tax landscape with strategies like opportunity zone rollovers and charitable contributions of appreciated crypto. They discuss real-world examples, including a $50…
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