Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Royalty Monetization
Episode 98 of The High Net Worth Podcast explores private royalty monetization — a strategy ultra-wealthy families use to convert future intellectual property or music royalty streams into immediate lump sums without triggering a taxable sale. Lucas and Luna break down a real-world case: how a family office bought a ten million dollar music catalog from an established songwriter, structured as a non-recourse loan, generating a twelve percent yield while the seller deferred capital gains. They walk through the mechanics, the tax advantages, the risks (what if the songs stop generating…
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