The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance

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 families. They drill into the case of the 2018 Burgundy vintage, which saw prices jump over 40 percent in two years, and compare it to traditional asset classes like equities and bonds. Lucas explains how wine investment funds work, the role of prov...

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 2026. Lucas and Luna drill into the specific case of the Mars family (of Mars candy fortune), who used a combination of dynasty trusts, life insurance trusts, and valuation discounts to pass wealth across generations while minimizing estate tax...

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 vehicle among the ultra-wealthy. With over $40 billion in assets now held inside PPLI policies globally, they break down how it works — a life insurance wrapper that allows investors to hold alternative assets like hedge funds and private equi...

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 formal asset class. They break down the Deloitte Art & Finance Report 2025 data, which found that 82% of family offices now view art as an investable asset, up from 55% a decade ago. The hosts explore how fractional ownership platforms like Maste...

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 since mid-2023 are finally moving. Lucas and Luna dig into the numbers — an estimated $1.6 trillion in U.S. money-market funds held by the top 1% — and what's driving the rotation. They look at one specific case: a multi-family office in Chicago that...

Lucas and Luna unpack the quiet shift in institutional investing: why single-family offices are delivering higher returns than university endowments and pension funds. Lucas walks through the structural advantage of patient capital, a case study on the Baupost Group's 20-year track record, and why liquidity constraints actually help family offices compound wealth. Luna challenges the framing with...

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 late 2025 and faced a $50 million tax liability. They trace how a concentrated stock position, a carryover loss trap, and a last-minute charitable trust restructuring saved him $12 million — and why his tax bill is a window into how ultra-hi...