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 Private Placement Life Insurance
In this episode of The High Net Worth Podcast, Lucas and Luna explore private placement life insurance (PPLI), a sophisticated wealth-transfer and tax-deferral…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Donor-Advised Funds for Tax-Efficient Giving
In episode 51 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families leverage donor-advised funds (DAFs) to maximize charitable…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Alpha
This episode explores direct indexing, a strategy where families own the individual stocks in an index rather than the index ETF itself. Lucas explains how…
- 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
Lucas and Luna unpack a strategy that quietly moves hundreds of billions across generations: permanent life insurance used not for death protection but as a…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Aircraft Partnerships for Tax and Lifestyle
In this episode of The High Net Worth Podcast, Lucas and Luna explore a niche but powerful wealth management strategy: aircraft partnerships. Most people…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Art as Collateral for Large Loans
Episode 47 of The High Net Worth Podcast explores how ultra-wealthy families unlock liquidity from their art collections without selling. Lucas and Luna…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Conservation Easements for Tax Breaks
Episode 46 of The High Net Worth Podcast dives into conservation easements, a tax strategy that affluent families use to protect land while generating…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Family Offices for Direct Private Equity
In this episode, Lucas and Luna explore how ultra-wealthy families are bypassing traditional private equity funds by investing directly through their…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Catastrophe Bonds for Portfolio Diversification
Lucas and Luna dive into the world of catastrophe bonds—insurance-linked securities that let ultra-high-net-worth investors bet on natural disasters. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use SPAC Warrants for Asymmetric Returns
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families trade SPAC warrants for asymmetric upside. Using the 2020–2021…
- 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 Episode 42 of The High Net Worth Podcast, Lucas and Luna explore a fast-growing tool in ultra-high-net-worth finance: crypto-backed lending. They drill into…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Cross-Border Trusts for Estate Planning
In this episode, Lucas and Luna explore how ultra-high-net-worth families use cross-border trusts to manage estate taxes across multiple jurisdictions. They…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Art Secured Loans for Liquidity
Episode 40 of The High Net Worth Podcast explores how ultra-wealthy families borrow against their art collections to unlock liquidity without selling. Lucas…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Structured Notes for Principal Protection
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-high-net-worth families use structured notes to protect principal while still…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Blockchain Land Registries
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families are using blockchain-based land registries to secure property…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Valuation Discounts for Estate Freezes
Episode 37 of The High Net Worth Podcast. Lucas and Luna explore how ultra-wealthy families use valuation discounts and estate freezes to transfer wealth to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Opportunity Zone Funds for Tax Deferral
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use Qualified Opportunity Zone (QOZ) funds to defer and reduce…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Mineral Rights for Royalty Income
Lucas and Luna explore how ultra-wealthy families and investors acquire mineral rights to generate passive royalty income from oil, gas, and mining operations…
- 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…
- 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 33 of The High Net Worth Podcast digs into a quiet but powerful strategy: the self-directed solo 401(k). Lucas and Luna explain how high-income earners…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Captive Insurance for Tax and Risk
In this episode of The High Net Worth Podcast, Lucas and Luna explore captive insurance — a sophisticated risk-financing tool that ultra-wealthy families use…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Weather Derivatives
Lucas and Luna dive into the world of weather derivatives — financial instruments that allow ultra-wealthy families and agribusinesses to hedge against…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Donor-Advised Funds for Tax and Legacy
In Episode 30 of The High Net Worth Podcast, Lucas and Luna explore the mechanics of donor-advised funds, a vehicle that high-net-worth families increasingly…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Direct Indexing for Tax Efficiency
In episode 29 of The High Net Worth Podcast, Lucas and Luna explore direct indexing—a strategy that lets wealthy investors own the individual stocks in an…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Life Settlements for Liquidity
Lucas and Luna dive into life settlements—the secondary market for life insurance policies that lets wealthy policyholders sell their coverage for a cash…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Use Aviation Management Companies for Tax Savings
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use aviation management companies to reduce tax burdens and…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Use Private Placement Life Insurance
Episode 26 of The High Net Worth Podcast explores private placement life insurance (PPLI) — a tax strategy used by ultra-high-net-worth families to defer and…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Intellectual Property Holding Companies
Episode 25 of The High Net Worth Podcast with Fexingo explores how the ultra-wealthy use intellectual property holding companies to dramatically reduce taxes…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Family Offices for Direct Dealmaking
Episode 24 of The High Net Worth Podcast dives into the rise of single-family offices as direct dealmakers, bypassing traditional private equity and venture…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Credit Lines Instead of Cash
Episode 23 of The High Net Worth Podcast unpacks a surprising habit of ultra-wealthy families: they borrow against their portfolios rather than selling assets…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Conservation Easements for Tax Strategy
Lucas and Luna explore why ultra-wealthy families are increasingly turning to conservation easements as a tax strategy. They break down a real-world example: a…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Aircraft Fractional Ownership for Tax Efficiency
Episode 21 of The High Net Worth Podcast explores a less-talked-about strategy among ultra-wealthy families: fractional ownership of private aircraft. Lucas…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Yacht Chartering for Tax Strategy
In this episode of The High Net Worth Podcast with Fexingo, Lucas and Luna explore how ultra-wealthy families use yacht chartering as a legitimate tax…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Use Crypto as a Strategic Asset
Episode 19 of The High Net Worth Podcast explores a surprising shift: ultra-high-net-worth families are allocating 3 to 7 percent of their portfolios to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Art as Loan Collateral
In this episode of The High Net Worth Podcast, Lucas and Luna explore a little-discussed corner of wealth management: using fine art as collateral for loans…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use SPACs as a Private Equity Alternative
In this episode of The High Net Worth Podcast, Lucas and Luna explore why ultra-high-net-worth families are increasingly using SPACs to access pre-IPO deals…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Collectible Cars as Tax-Smart Assets
Lucas and Luna explore why the ultra-wealthy are increasingly treating classic cars not as toys but as tax-advantaged investments. They dive into the specific…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Opportunity Zones for Tax-Free Gains
In this episode of The High Net Worth Podcast, Lucas and Luna explore how the ultra-wealthy are using Qualified Opportunity Zones to defer and potentially…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Why Ultra-Wealthy Investors Are Using Private Credit
In this episode of The High Net Worth Podcast, Lucas and Luna explore the rapid rise of private credit as a preferred asset class for ultra-wealthy investors…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Private Aviation for Tax and Lifestyle
In Episode 13 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families optimize private aviation through aircraft ownership structures…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Structured Notes
Lucas and Luna explore how ultra-high-net-worth families use structured notes to customise risk and return. They break down a real example: an 18-month note…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use ESG Investing for Impact and Returns
Episode 11 of The High Net Worth Podcast explores how ultra-high-net-worth families are integrating ESG (environmental, social, governance) criteria into their…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Captive Insurance
In this episode of The High Net Worth Podcast, Lucas and Luna explore captive insurance—a sophisticated risk management tool used by ultra-wealthy families to…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Donor-Advised Funds for Tax Strategy
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families leverage donor-advised funds (DAFs) as a tax-savvy…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Wealthy Families Use Direct Lending to Beat Private Equity Returns
In this episode of The High Net Worth Podcast, Lucas and Luna explore why ultra-high-net-worth families are increasingly bypassing traditional private equity…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Why the Ultra-Wealthy Are Buying Up Vintage Wine as an Asset Class
In this episode of The High Net Worth Podcast, Lucas and Luna explore why vintage wine has become a serious alternative asset for ultra-high-net-worth…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra Wealthy Families Insure Against Estate Tax
Estate tax remains one of the biggest wealth transfer challenges for ultra-high-net-worth families, even with historically high exemptions set to sunset in…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Billionaires Use Private Placement Life Insurance
In this episode of The High Net Worth Podcast, Lucas and Luna explore why private placement life insurance (PPLI) has become the fastest-growing tax-shelter…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Why Ultra Wealthy Families Are Buying Art as an Asset Class
Lucas and Luna examine the growing trend of ultra-wealthy families allocating serious capital to fine art and collectibles—not just for passion, but as a…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
Why the Ultra-Rich Are Rethinking Cash
This episode of The High Net Worth Podcast explores a quiet shift among ultra-high-net-worth individuals: the massive cash piles they've been holding…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Are Outperforming Endowments
Lucas and Luna unpack the quiet shift in institutional investing: why single-family offices are delivering higher returns than university endowments and…
- The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
The 50 Million Dollar Tax Bill That Changed Wealth Management
In the premiere episode of The High Net Worth Podcast, Lucas and Luna drill into a single extraordinary case: a Silicon Valley founder who sold his company in…