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 Ultra-Wealthy Families Use SPAC Warrants for Asymmetric Returns
Episode 112 of The High Net Worth Podcast digs into a niche but powerful strategy deployed by sophisticated families: trading SPAC warrants for leveraged…
- 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 Episode 111 of The High Net Worth Podcast, Lucas and Luna explore the growing trend of wealthy families using Self-Directed IRAs to invest in alternative…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Credit Shelter Trusts for Estate Tax Planning
In Episode 110 of The High Net Worth Podcast, Lucas and Luna dive into the mechanics of Credit Shelter Trusts (also known as Bypass Trusts or AB Trusts), a…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use MLPs for Tax-Advantaged Income
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use Master Limited Partnerships (MLPs) to generate…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Conservation Easements for Tax Benefits
In this episode of The High Net Worth Podcast, Lucas and Luna explore conservation easements—a tax strategy used by affluent families to preserve land while…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How High-Net-Worth Families Use Aviation Depreciation Strategies
Lucas and Luna explore how wealthy families use aircraft depreciation—specifically accelerated depreciation under Section 179 and bonus depreciation—to reduce…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Self-Directed Solo 401(k)s for Alternative Investments
Episode 106 explores a powerful but often-overlooked retirement vehicle: the self-directed solo 401(k). Lucas and Luna break down how high-earning…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Life Settlement Secondary Markets
In this episode, Lucas and Luna explore the life settlement secondary market, where wealthy individuals sell unwanted life insurance policies for a lump sum…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Offshore Bond Wrappers
In this episode, Lucas and Luna explore the offshore bond wrapper — a capital gains deferral structure used by wealthy international families. They walk…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Placement Life Insurance
In this episode of The High Net Worth Podcast, Lucas and Luna explore private placement life insurance (PPLI), a tax-efficient investment vehicle used by…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Donor-Advised Funds for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore the strategic use of Donor-Advised Funds, or DAFs, by ultra-wealthy families for…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Aircraft Depreciation to Cut Taxes
Episode 101 of The High Net Worth Podcast dives into a little-known tax strategy that ultra-wealthy families use to save millions: accelerated depreciation on…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Alpha
Episode 100 of The High Net Worth Podcast tackles direct indexing—a strategy that lets affluent investors own the individual stocks in an index rather than the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Crypto-Backed Lending for Liquidity
In this episode of The High Net Worth Podcast, Lucas and Luna explore a niche but growing strategy among ultra-high-net-worth families: using their…
- 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…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Family Offices for Direct Investing
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are bypassing traditional fund managers and building their own…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Art-Backed Lending for Liquidity
In this episode, Lucas and Luna explore how high-net-worth families use art-backed lending to unlock liquidity without selling prized collections. They examine…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Section 179 Deductions for Asset Purchases
In this episode of The High Net Worth Podcast, Lucas and Luna explore Section 179 of the Internal Revenue Code, a powerful tax deduction that allows wealthy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Private Credit for Yield
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families allocate capital to private credit—a $1.7 trillion market—to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Cash Value Life Insurance for Tax-Free Retirement
Episode 93 of The High Net Worth Podcast dives into an advanced strategy used by affluent families to supercharge retirement income: cash value life insurance…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use SEC Qualified Opportunity Zones
In this episode, Lucas and Luna explore how ultra-wealthy families deploy capital into SEC-designated Qualified Opportunity Zones (QOZs) to defer and…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Share Lending for Extra Yield
Episode 91 of The High Net Worth Podcast explores securities lending: how wealthy families lend out shares from their portfolios to short sellers, earning…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use 1031 Exchanges for Real Estate Tax Deferral
In this episode, we dive into the mechanics of Section 1031 like-kind exchanges—a tax-deferral strategy that allows wealthy families to swap investment…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Portfolio Credit Lines for Liquidity
In episode 89 of The High Net Worth Podcast, Lucas and Luna unpack the strategy behind securities-based lending for ultra-high-net-worth families. They explore…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Spousal Lifetime Access Trusts
In this episode of The High Net Worth Podcast, Lucas and Luna explore the spousal lifetime access trust, or SLAT, an advanced estate planning tool that allows…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Equity Secondaries for Liquidity
Episode 87 of The High Net Worth Podcast explores the private equity secondary market — a tool ultra-wealthy families use to access liquidity without waiting…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Tax Receivable Agreements
Episode 86 of The High Net Worth Podcast explores tax receivable agreements (TRAs) — a niche but powerful tool used by ultra-wealthy families when taking…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Monetized Installment Sales for Tax Deferral
In this episode of The High Net Worth Podcast, Lucas and Luna explore the monetized installment sale — an advanced tax strategy that allows ultra-wealthy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Mortality Pools for Tax-Free Income
Episode 84 of The High Net Worth Podcast dives into mortality pooling — an obscure but powerful strategy ultra-wealthy families use to generate tax-free income…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Cost Segregation Studies
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use cost segregation studies to accelerate depreciation on…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Gold-Backed Digital Tokens
Episode 82 of The High Net Worth Podcast explores a growing trend among ultra-wealthy families: using gold-backed digital tokens as a liquid alternative to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Ultra-Wealthy Families Using Private Placement Life Insurance
In this episode, Lucas and Luna explore how ultra-wealthy families use Private Placement Life Insurance (PPLI) as a tax-efficient investment vehicle. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Offshore Reinsurance for Tax Deferral
Episode 80 of The High Net Worth Podcast dives into offshore reinsurance, a sophisticated strategy ultra-wealthy families use to defer taxes and grow assets…
- 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…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Aircraft Fractional Ownership
In this episode of The High Net Worth Podcast, Lucas and Luna explore the world of private jet fractional ownership with a focus on NetJets and Flexjet. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Donor-Advised Funds for Charitable Giving
Lucas and Luna explore how ultra-wealthy families leverage donor-advised funds (DAFs) to optimize charitable giving. They break down the mechanics: how DAFs…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Collateralized Loan Obligations for Yield
Episode 76 of The High Net Worth Podcast dives into a niche but powerful fixed-income vehicle: collateralized loan obligations, or CLOs. Lucas and Luna explain…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Captive Insurance for Tax Deductions and Risk Transfer
In episode 75 of The High Net Worth Podcast, Lucas and Luna explore captive insurance companies — a powerful but often overlooked tool ultra-high-net-worth…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Life Insurance for Tax-Free Wealth Transfer
Episode 74 of The High Net Worth Podcast explores how ultra-wealthy families use permanent life insurance policies—specifically private placement life…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Conservation Easements for Tax Savings
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use conservation easements to generate significant tax…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Crypto-Backed Lending for Liquidity
Episode 72 explores how high-net-worth families are using crypto-backed loans as a tax-efficient liquidity tool. Lucas and Luna break down the mechanics of…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Monetize Their Art Collections
In Episode 71, Lucas and Luna explore how ultra-wealthy families turn fine art into a liquid asset class without selling a single painting. They break down the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Catastrophe Bonds for Yield
In episode 70, Lucas and Luna unpack catastrophe bonds—a $45 billion asset class that lets institutional investors and ultra-wealthy families earn double-digit…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Aircraft Fractional Ownership
This episode explores how ultra-wealthy families use fractional aircraft ownership to unlock tax benefits, liquidity, and operational flexibility. Lucas and…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Structured Credit Lines
Lucas and Luna explore how ultra-wealthy families use securities-based lending to access cash without selling assets. With interest rates at 4.5% in mid-2026…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Deferred Sales Trusts for Tax Planning
Episode 67 explores the deferred sales trust (DST), a tax-deferral strategy used by affluent families to sell highly appreciated assets like real estate or a…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Family Offices for Direct Impact Investing
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using their single-family offices to pursue direct impact…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Credit for Yield
Episode 65 of The High Net Worth Podcast with Fexingo dives into the fast-growing world of private credit, where wealthy families are replacing banks as direct…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use SPACs for Private Market Access
Episode 64 of The High Net Worth Podcast explores how ultra-wealthy families are using special purpose acquisition companies, or SPACs, to gain private market…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Chinese Trust Structures for Asset Protection
In this episode, Lucas and Luna explore how ultra-wealthy families are increasingly using Chinese trust structures—specifically family trusts registered in…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use ESG Shareholder Activism for Portfolio Returns
Episode 62 of The High Net Worth Podcast explores how ultra-wealthy families leverage ESG shareholder activism as a portfolio strategy. Lucas and Luna break…
- 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 61 of The High Net Worth Podcast explores how ultra-wealthy families use structured notes — specifically principal-protected and buffered notes — to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Credit Lines on Unrealized Gains
Episode 60 of The High Net Worth Podcast dives into a stealth wealth management tool: borrowing against unrealized capital gains instead of selling assets to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Blocked Income Trusts for Tax Deferral
Episode 59 dives into the blocked income trust, a niche structure that allows ultra-wealthy families to defer taxes on carried interest or concentrated…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax-Deferred Gains
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using Opportunity Zone funds to defer and reduce capital…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Land Trusts for Asset Protection
Lucas and Luna explore how ultra-wealthy families use land trusts to shield real estate assets from lawsuits, creditors, and estate taxes. They break down the…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Art Advisory Funds for Curated Returns
In this episode of The High Net Worth Podcast, Lucas and Luna explore the growing trend of art advisory funds as an alternative asset class for ultra-wealthy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts for Income
Lucas and Luna explore why high-net-worth families are turning to oil and gas royalty trusts for tax-advantaged income in a low-yield environment. They break…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Private Aircraft Depreciation
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families and business owners use accelerated depreciation on private…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Captive Insurance for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use captive insurance companies — specifically small…