How Family Offices Use Tax-Loss Harvesting in 2026

Episode 17 of Family Office Conversations with Fexingo. Lucas and Luna drill into how sophisticated family offices are deploying tax-loss harvesting strategies in the current 2026 market environment — not just for equities, but for private holdings, crypto, and concentrated stock positions. They break down a real example: a single-family office that saved $4.2 million in capital gains taxes last year by pairing losses from a failed venture investment with gains from a real estate sale. They also discuss the mechanics of direct indexing, the risks of wash-sale rules in crypto, and why some offices are now using AI-driven software to identify harvesting opportunities in real time. No fluff, one focused angle: tax-loss harvesting as a year-round strategy, not a December afterthought. #FamilyOffice #TaxLossHarvesting #WealthManagement #TaxStrategy #CapitalGains #DirectIndexing #CryptoTax #ConcentratedStock #PrivateEquity #RealEstate #WashSaleRule #AIInvesting #TaxEfficiency #Business #Finance #FexingoBusiness #BusinessPodcast #Investing Keep every episode free: buymeacoffee.com/fexingo