How Wealthy Families Use Opportunity Zone Fund Structures

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How Wealthy Families Use Opportunity Zone Fund Structures

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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 and potentially eliminate capital gains taxes by investing in designated low-income communities. Using the case of a hypothetical $10 million capital gain from selling a portfolio of appreciated tech stocks, Lucas walks through the mechanics: the 180-day reinvestment window, the 10-year hold to step up the basis, and the real-world trade-offs like liquidity risk and geographic concentration. Luna pushes back on the hype, pointing out that many OZ funds have underperformed market benchmarks and that the IRS compliance burden is significant. They discuss how family offices often pair OZ funds with a 'sidecar' of liquid assets to manage cash flow needs, and why the 2026 deadline for the 2021 tax year still makes this relevant for gains realized last year. A sober, numbers-driven look at whether Opportunity Zones live up to the billing for HNW families. #OpportunityZones #TaxStrategy #CapitalGains #WealthManagement #FamilyOffice #HighNetWorth #RealEstate #QualifiedOpportunityFund #TaxDeferral #BasisStepUp #IRS #PortfolioDiversification #LiquidityRisk #Finance #Business #FexingoBusiness #BusinessPodcast #WealthPlanning Keep every episode free: buymeacoffee.com/fexingo

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