The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “high-net-worth home management”.
-
Episode 37: Qualified Opportunity Zones, IDGTs, and Modern Estate Management
December 29th, 2025 | 38 mins 25 secs
business exit strategy, business sale planning, estate management, estate planning, family business, high-net-worth home management, inheritance planning, intentionally defective grantor trust, liquidity event, qualified opportunity zones, real estate investing, tax planning, trust strategies
Evaluating Qualified Opportunity Zone investments after a large business sale requires balancing tax incentives with risk and liquidity.
IDGTs can help transfer future business growth, but they introduce meaningful cash flow and complexity considerations.
In our From the Field conversation, Peter Hansen explains what modern estate management looks like and how staffing and systems help homes run smoothly.