Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Securities-Based Lending
Episode 152 of The High Net Worth Podcast explores securities-based lending, a strategy ultra-wealthy families use to access liquidity without selling appreciated assets. Lucas and Luna break down how a family office might borrow against a concentrated stock position to fund a private equity commitment, a real estate purchase, or a bridge loan — all while deferring capital gains and avoiding a taxable event. They walk through the mechanics: how loan-to-value ratios work, the role of margin calls, and the interest rate environment in August 2026, where rates remain elevated but SBL offers a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.