Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Alpha
Lucas and Luna explore direct indexing, a strategy increasingly used by wealthy families to customize equity exposure while harvesting tax losses. With over $500 billion in direct-indexed assets as of early 2026, this episode breaks down how a family office might use the strategy to own individual stocks instead of an ETF, then systematically sell losers to offset gains. They walk through a concrete example: a $10 million portfolio that generates $300,000 in annual tax losses, and how those losses can shelter realized capital gains from a business sale or real estate exit. Lucas explains the…
The skinny
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