Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using oil and gas royalty trusts to generate tax-advantaged income and hedge against inflation. They break down the mechanics of a typical royalty trust, using the Permian Basin-focused Permian Resources Royalty Trust as a case study. Listeners learn how these trusts pass through income without corporate-level taxation, the depletion deduction that shields cash flow, and why the structure attracts families looking to diversify beyond traditional equities and bonds. The hosts also discuss the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.