Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use SEC Qualified Opportunity Zones
In this episode, Lucas and Luna explore how ultra-wealthy families deploy capital into SEC-designated Qualified Opportunity Zones (QOZs) to defer and potentially reduce capital gains taxes. They break down the mechanics of the 180-day reinvestment window, the 10-year holding period for tax-free appreciation, and the 2026 sunset deadline. Using the example of a family office that rolled $50 million in gains from a tech exit into a mixed-use development in a Nashville QOZ, they discuss the trade-offs: liquidity lock-up, regulatory uncertainty, and the requirement to invest in low-income…
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