Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Efficiency
In episode 29 of The High Net Worth Podcast, Lucas and Luna explore direct indexing—a strategy that lets wealthy investors own the individual stocks in an index rather than buying an ETF. They explain how this structure enables tax-loss harvesting at the individual security level, generating deductions that can offset millions in capital gains. The hosts walk through a concrete example: a $10 million portfolio that harvests $300,000 in losses per year, saving roughly $60,000 in taxes annually. They also discuss the minimum investment thresholds (typically $250,000 to $500,000), the role of…
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