How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts for Income episode artwork

EPISODE · Jun 16, 2026 · 8 MIN

How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts for Income

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

Lucas and Luna explore why high-net-worth families are turning to oil and gas royalty trusts for tax-advantaged income in a low-yield environment. They break down the mechanics of a specific trust—Permian Basin Royalty Trust—and how its depletion allowance can shield up to 85% of distributions from current taxes. The hosts discuss the trade-offs: price volatility, reserve depletion risk, and why this isn't a set-and-forget asset. A practical look at a niche strategy for portfolio income diversification. #OilAndGasRoyaltyTrusts #PermianBasinRoyaltyTrust #DepletionAllowance #TaxAdvantagedIncome #WealthManagement #HighNetWorth #PortfolioDiversification #Commodities #EnergyInvesting #PassiveIncome #EstatePlanning #FexingoBusiness #BusinessPodcast #TheHighNetWorthPodcast #Finance #WealthStrategy #LucasAndLuna #RoyaltyIncome Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore why high-net-worth families are turning to oil and gas royalty trusts for tax-advantaged income in a low-yield environment. They break down the mechanics of a specific trust—Permian Basin Royalty Trust—and how its depletion allowance can shield up to 85% of distributions from current taxes. The hosts discuss the trade-offs: price volatility, reserve depletion risk, and why this isn't a set-and-forget asset. A practical look at a niche strategy for portfolio income diversification. #OilAndGasRoyaltyTrusts #PermianBasinRoyaltyTrust #DepletionAllowance #TaxAdvantagedIncome #WealthManagement #HighNetWorth #PortfolioDiversification #Commodities #EnergyInvesting #PassiveIncome #EstatePlanning #FexingoBusiness #BusinessPodcast #TheHighNetWorthPodcast #Finance #WealthStrategy #LucasAndLuna #RoyaltyIncome Keep every episode free: buymeacoffee.com/fexingo

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How Ultra-Wealthy Families Use Oil and Gas Royalty Trusts for Income

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This episode is 8 minutes long.

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This episode was published on June 16, 2026.

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Lucas and Luna explore why high-net-worth families are turning to oil and gas royalty trusts for tax-advantaged income in a low-yield environment. They break down the mechanics of a specific trust—Permian Basin Royalty Trust—and how its depletion...

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