Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Debt for Tax Efficiency
We explore the sophisticated strategy of using debt, not equity, to fund lifestyle and investments. Lucas and Luna break down why wealthy families borrow against assets rather than selling them, avoiding capital gains tax while maintaining liquidity. We look at specific loan-to-value ratios, interest rate environments as of September 2026, and the critical risk of margin calls in private wealth management.
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The skinny
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