How Family Offices Are Investing in Wine Collections

Lucas and Luna explore the growing trend of family offices allocating capital to fine wine as an alternative asset class. They examine the case of Liv-ex, the London-based wine exchange that tracks over 10,000 wines, and discuss how a $500,000 allocation to the Liv-ex Fine Wine 100 index performed over the past decade. The conversation covers the key drivers of wine investment returns — including vintage quality, scarcity, and provenance — and compares risk-adjusted returns to traditional equities and bonds. Luna challenges the liquidity assumptions, and Lucas explains how family offices use wine funds and direct cellaring strategies to diversify portfolios. They also touch on the logistics of storage, insurance, and certification, and whether the asset class is still accessible for smaller investors. The episode closes with a reflection on how tangible assets like wine fit into a broader wealth preservation strategy. #FineWine #FamilyOffice #AlternativeInvestments #LivEx #WineInvestment #TangibleAssets #PortfolioDiversification #Collectibles #WealthManagement #AssetAllocation #WineFunds #Provenance #Scarcity #InflationHedge #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo