Shows / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Lucas and Luna sit down in a wood-panelled wealth suite to untangle the financial architecture of affluence — not as aspirational lifestyle content, but as a technical, data-driven examination of how high-net-worth individuals preserve, allocate, and transfer capital. Each episode focuses on a single instrument, strategy, or tax regime: from municipal bond ladders and grantor retained annuity trusts to the carried interest loophole, the estate tax cliff, and the mechanics of family office…
Episodes
The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent FinanceHow Family Offices Use Weather Derivatives to Hedge Climate Risk
In this episode, Lucas and Luna explore how ultra-wealthy families are using weather derivatives to hedge climate-related risks that traditional insurance…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Finance Yacht Acquisitions
In this episode of The High Net Worth Podcast, Lucas and Luna dive into the world of superyacht financing—a niche but growing area of wealth management. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Private Equity Carry
In this episode, Lucas and Luna explore a niche but powerful tool in the family office toolkit: private equity carry. Carry, or carried interest, is the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Private Equity Secondaries
Episode 169 of The High Net Worth Podcast with Fexingo dives into the private equity secondaries market, a growing liquidity tool for family offices. Hosts…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Private Aircraft for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore the private aviation strategies ultra-wealthy families use to balance convenience with…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Buy Whole Life Insurance Policies
Life settlements are a niche but growing market where wealthy families buy existing life insurance policies from seniors, paying the premiums and collecting…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Private Credit for Yield
In this episode, Lucas and Luna explore how ultra-wealthy families are increasingly allocating to private credit, moving beyond traditional bonds to capture…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Fine Art as a Portfolio Hedge
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are integrating fine art into their portfolios as a hedge…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Oil and Gas Partnerships
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use oil and gas partnerships to generate tax-advantaged income…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Captive Insurance for Risk
In this episode of The High Net Worth Podcast, Lucas and Luna explore the world of captive insurance—a tool increasingly used by ultra-wealthy families to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Cryptocurrency Inheritance Planning
In episode 162 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are integrating cryptocurrency into their estate plans. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use 401(k) Plans for Principals
In this episode of The High Net Worth Podcast, Lucas and Luna explore a counterintuitive strategy: why ultra-wealthy families sometimes keep a 401(k) plan even…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Sell-Side Financing
In this episode of The High Net Worth Podcast, Lucas and Luna explore sell-side financing, a sophisticated tool family offices use to generate liquidity before…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Gold Bullion for Portfolio Diversification
In this episode of The High Net Worth Podcast, Lucas and Luna explore the role of physical gold bullion in modern family office portfolios. They discuss the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Asset Protection Trusts
In this episode of The High Net Worth Podcast, Lucas and Luna explore how wealthy families use domestic and offshore asset protection trusts to shield wealth…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Credit Default Swaps to Hedge Risk
In this episode, Lucas and Luna explore how ultra-wealthy families and family offices use credit default swaps (CDS) as a sophisticated risk management tool —…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Fractional Jet Ownership
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are turning to fractional jet ownership as a smarter…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds
In this episode of The High Net Worth Podcast, Lucas and Luna explore the world of Qualified Opportunity Zone funds, a tax-advantaged investment vehicle…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Structured Sales for Tax-Free Cash Flow
In this episode of The High Net Worth Podcast, Lucas and Luna explore how wealthy families use structured sales of highly appreciated assets to create…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Credit Lines on Private Equity Commitments
Episode 153 of The High Net Worth Podcast digs into a tool most wealthy families quietly rely on: borrowing against private equity commitments. Lucas and Luna…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Securities-Based Lending
Episode 152 of The High Net Worth Podcast explores securities-based lending, a strategy ultra-wealthy families use to access liquidity without selling…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Monetize Collectible Car Collections
In this episode of The High Net Worth Podcast, Lucas and Luna dive into the niche world of classic car lending—how ultra-wealthy families use their prized…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Life Insurance for Estate Planning
In this special 150th episode of The High Net Worth Podcast, Lucas and Luna explore an often-overlooked cornerstone of ultra-wealthy estate planning: life…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Donor-Advised Funds
Donor-advised funds are quietly becoming the preferred vehicle for affluent families to manage charitable giving with tax efficiency. In this episode, Lucas…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Use Cross-Border Trusts
Episode 148 of The High Net Worth Podcast digs into a complex corner of global wealth planning: cross-border trusts. Lucas and Luna break down a real 2025 case…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Self-Directed IRAs for Alternative Assets
In this episode, Lucas and Luna explore how self-directed IRAs are becoming a quiet backdoor for ultra-wealthy families to move retirement funds into…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Defined Benefit Plans
In episode 146, Lucas and Luna explore how ultra-wealthy families leverage defined benefit pension plans as a powerful tax-deferral and wealth-building tool…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Private Placement Life Insurance for Ultra-Wealthy Investors
Private placement life insurance (PPLI) is a niche strategy that lets ultra-high-net-worth families invest in hedge funds, private equity, and other…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Art Secured Lending
Episode 144 of The High Net Worth Podcast explores how wealthy families are using high-value art as collateral for loans to access liquidity without triggering…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Direct Indexing for Tax Loss Harvesting
In this episode, Lucas and Luna explore direct indexing – a strategy that allows wealthy families to own the individual stocks in an index rather than buying…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Private Family Trust Companies Ensure Generational Wealth Control
Many ultra-wealthy families are moving away from commercial banks and setting up their own private trust companies. In this episode, we explore why a family…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Charitable Remainder Trusts Cut Capital Gains Taxes
Episode 141 explores how wealthy families use Charitable Remainder Trusts (CRTs) to defer capital gains taxes on highly appreciated assets, unlock charitable…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Private Foundations for Tax-Efficient Giving
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use private foundations to combine philanthropy with tax…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Captive Insurance for Tax Savings
Episode 139 of The High Net Worth Podcast explores captive insurance companies, a sophisticated strategy families use to self-insure risks while generating tax…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use 1031 Exchanges to Defer Capital Gains
Lucas and Luna break down the 1031 like-kind exchange, a tax deferral strategy that has shaped generations of real estate wealth. They walk through a concrete…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use QSBS to Eliminate Capital Gains Tax
In this episode of The High Net Worth Podcast, Lucas and Luna dive into Qualified Small Business Stock, or QSBS, under Section 1202 of the tax code. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Family Limited Partnerships for Valuation Discounts
Episode 136 explores how affluent families use Family Limited Partnerships (FLPs) to transfer wealth at steep valuation discounts. Lucas and Luna break down…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Exchange Funds Defer Taxes on Concentrated Stock
Episode 135 of The High Net Worth Podcast explores exchange funds—a sophisticated Section 721 strategy that allows ultra-wealthy families to diversify…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Net Unrealized Appreciation Cuts Taxes on Company Stock
In this episode of The High Net Worth Podcast, Lucas and Luna explore the net unrealized appreciation (NUA) strategy — a powerful tax maneuver for executives…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Litigation Finance
In this episode of The High Net Worth Podcast, Lucas and Luna explore litigation finance as a sophisticated alternative asset class for ultra-high-net-worth…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Conservation Easements for Tax Savings
Episode 132 of The High Net Worth Podcast explores how wealthy families use conservation easements to generate significant tax deductions while preserving…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Grantor Retained Annuity Trusts
In this episode of The High Net Worth Podcast, Lucas and Luna explore Grantor Retained Annuity Trusts (GRATs) — a powerful estate planning tool that allows…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Family Banks for Intrafamily Lending
In this episode of The High Net Worth Podcast, Lucas and Luna explore the family bank strategy — a formalized approach to intrafamily lending that wealthy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Monetized Installment Sales
In this episode of The High Net Worth Podcast, Lucas and Luna explore the monetized installment sale, a sophisticated tax-deferral strategy used by wealthy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Aircraft Depreciation for Tax Savings
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families leverage aircraft depreciation under the Modified Accelerated…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Intrafamily Loans for Estate Planning
In this episode of The High Net Worth Podcast, Lucas and Luna explore the mechanics and tax advantages of intrafamily loans — a strategy wealthy families use…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Wealthy Families Using Private REITs for Steady Income
Lucas and Luna explore how high-net-worth families access private REITs to generate steady income with lower volatility than public real estate. They break…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Crypto-Backed Lending for Liquidity
In Episode 125 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using crypto-backed lending to access liquidity without…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Private Placement Life Insurance
Episode 124 of The High Net Worth Podcast explores private placement life insurance (PPLI), a sophisticated strategy ultra-wealthy families use to combine…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Donor-Advised Funds for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore how high-net-worth families use donor-advised funds (DAFs) to manage charitable giving…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Loss Harvesting
Episode 122 of The High Net Worth Podcast digs into direct indexing — a strategy that lets wealthy families own the individual stocks inside an index fund…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Opportunity Zone Fund Structures
In this episode of The High Net Worth Podcast, Lucas and Luna explore Opportunity Zone fund structures — a tax strategy that lets ultra-wealthy families defer…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Insurance Deductible Financing
Episode 120 of The High Net Worth Podcast explores insurance deductible financing, a strategy ultra-wealthy families use to convert high insurance premiums…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Art-Backed Loans for Liquidity
In episode 119 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using art-backed loans to unlock cash without selling…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Portfolio Margin for Enhanced Returns
Episode 118 of The High Net Worth Podcast dives into portfolio margin—a tool that lets affluent investors leverage their diversified holdings for up to 6x the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Insurance Premium Financing
In this episode of the High Net Worth Podcast, Lucas and Luna explore insurance premium financing, a strategy ultra-wealthy families use to pay for large life…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Oaktree's Distressed Debt Funds
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families allocate capital to distressed debt through Oaktree Capital…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Bond Laddering for Rate Stability
In this episode of The High Net Worth Podcast, Lucas and Luna explore bond laddering—a fixed-income strategy that wealthy families use to manage interest-rate…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Structured Notes for Downside Protection
Episode 114 of The High Net Worth Podcast dives into structured notes — a bespoke fixed-income derivative that ultra-wealthy families use to buffer portfolio…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use 831b Captives for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore Section 831(b) captives — small insurance companies that high-net-worth families use to…