The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “cross-border real estate”.
-
Episode 34: Buying a €450K Home Abroad, Planning Around Carried Interest, and Building a Wine Collection That Lasts
December 8th, 2025 | 34 mins 34 secs
carried interest, concentration risk, cross-border real estate, deferred compensation, estate planning, inheritance planning, legacy assets, private equity compensation, private equity investment, real estate investing, tax planning, vacation rental, wine collecting
Buying a €450K family home in Portugal often involves emotion, complex tax rules, and long-term management considerations.
Carried interest can be valuable, but payouts are uncertain. Planning should assume a base case of no carry and treat future distributions as upside.
Wine expert Walker Strangis explains how families can build and maintain collections with both personal meaning and financial value.