Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Opportunity Zone Fund Structures
In this episode of The High Net Worth Podcast, Lucas and Luna explore Opportunity Zone fund structures — a tax strategy that lets ultra-wealthy families defer and potentially eliminate capital gains taxes by investing in designated low-income communities. Using the case of a hypothetical $10 million capital gain from selling a portfolio of appreciated tech stocks, Lucas walks through the mechanics: the 180-day reinvestment window, the 10-year hold to step up the basis, and the real-world trade-offs like liquidity risk and geographic concentration. Luna pushes back on the hype, pointing out…
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