『Family Office Conversations with Fexingo: Wealth Management, Inheritance, and Generational Capital』のカバーアート

Family Office Conversations with Fexingo: Wealth Management, Inheritance, and Generational Capital

Family Office Conversations with Fexingo: Wealth Management, Inheritance, and Generational Capital

著者： Fexingo
無料で聴く

Family Office Conversations with Fexingo examines the quiet machinery of dynastic wealth — how multi-generational families preserve, grow, and transfer capital across decades. Lucas and Luna, co-hosts of this Fexingo Business network show, sit down each episode to dissect the structural decisions family offices face: asset allocation for perpetuity, governance that outlasts founders, and the tax and legal frameworks that shape inheritance. They avoid breathless profiles of billionaires; instead, they talk about actual vehicles — trusts, holding companies, direct investment in private equity and real assets — and how family offices benchmark against endowments and sovereign funds. The listener is someone who advises ultra-high-net-worth families, manages a family office, or is building a generational plan themselves. Lucas brings a journalist's precision, interrogating the numbers behind private placements and succession costs. Luna challenges with real cases: a European industrial family that split its operating business from its investment arm, an Asian family navigating cross-border estate taxes. Each conversation lands on a tangible tension — how to balance control with professional management, or when a family office should behave more like an institution. What does it take to keep a family's capital aligned across continents and generations? #FamilyOffice #WealthManagement #Inheritance #GenerationalCapital #EstatePlanning #UltraHighNetWorth #Succession #Trusts #PrivateWealth #FamilyGovernance #AssetAllocation #Philanthropy #TaxStrategy #Business #FexingoBusiness #BusinessPodcast #Finance #WealthTransfer Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Family Offices Finance Fine Watch Collections

    How Family Offices Finance Fine Watch Collections
    2026/06/08
    Lucas and Luna explore how single-family offices are treating high-end mechanical watches as a portfolio asset class. They walk through the ecosystem of watch-backed lending at rates from 4 to 8 percent, the rise of specialized storage and authentication vaults, and the tax treatment of watch collections as capital assets versus collectibles. A case study on the Patek Philippe 1518 in steel illustrates how a single reference can anchor a collection strategy. The hosts also discuss liquidity risk — watches can take 30 to 90 days to sell — and the emerging market for fractional ownership platforms targeting the $500 million-plus collection threshold. This episode offers a concrete look at an alternative asset class growing at roughly 12 percent year-over-year, with specific numbers and practical considerations for family offices. #FamilyOffice #WealthManagement #FineWatches #Collectibles #AlternativeAssets #PatekPhilippe #WatchLending #FractionalOwnership #AssetClass #TaxStrategy #LuxuryInvesting #Horology #StorageVaults #CapitalGains #LiquidityRisk #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
  • Why Family Offices Are Investing in Film Production Slates

    Why Family Offices Are Investing in Film Production Slates
    2026/06/08
    Episode 38: Lucas and Luna explore a growing trend among single-family offices: financing entire film production slates rather than individual movies. They break down the economics using the example of a mid-sized family office that partnered with a boutique production company to co-fund a slate of 10 independent films. Lucas explains the risk pooling, the tax advantages of film investment through Section 181 of the tax code, and how slate deals offer diversification within a single alternative asset class. They discuss typical return targets (15-20% IRR), the role of gap financing, and why family offices are better suited than Hollywood studios for this kind of patient capital. The conversation also touches on the importance of having a producer with a strong track record and the liquidity challenges of film assets. A concrete look at how some family offices are quietly becoming the new studio system. #FamilyOffice #FilmFinance #SlateDeals #AlternativeInvestments #Section181 #TaxAdvantaged #FilmSlate #IndependentFilm #PrivateCapital #EntertainmentFinance #Hollywood #GapFinancing #IRR #PortfolioDiversification #WealthManagement #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • How Family Offices Use Structured Notes for Downside Protection

    How Family Offices Use Structured Notes for Downside Protection
    2026/06/07
    In this episode of Family Office Conversations with Fexingo, Lucas and Luna dive into how sophisticated family offices are using structured notes to protect principal while still capturing upside in volatile markets. They break down a real example from June 2026: a buffered note linked to the S&P 500 offering 100% downside protection on the first 15% loss and capped upside of 12%. Lucas explains the mechanics—zero-coupon bonds funding the buffer, options for upside—and Luna asks whether retail investors can access similar products through structured CDs. They discuss the risks: issuer credit risk, liquidity, and the tax inefficiency of short-term capital gains. The episode closes with a forward-looking question about whether family offices will shift to direct option strategies as fees compress. A must-listen for anyone interested in how the wealthy hedge their equity exposure without giving up participation. #FamilyOffices #StructuredNotes #DownsideProtection #WealthManagement #PrivateWealth #Investing #EquityLinkedNotes #BufferedNotes #PrincipalProtection #RiskManagement #OptionsStrategies #S&P500 #StructuredCDs #IssuerRisk #TaxEfficiency #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    12 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません