Buy, Borrow, Die: How Many Wealthy Families Preserve Wealth Across Generations

In this episode of the Victory Private Wealth Podcast, Brandon "Aggie" Agamennone explores one of the most talked-about wealth preservation concepts used by affluent families: Buy, Borrow, Die.

Key takeaways include:

• Buy: Why many high-net-worth families focus on acquiring appreciating assets such as businesses, real estate, and investment portfolios rather than selling them.

• Borrow: How strategically borrowing against assets can potentially provide liquidity without triggering capital gains taxes from asset sales.

• Die: Understanding the potential impact of the step-up in basis and how inherited assets may receive favorable tax treatment under current law.

• Liquidity & Legacy: How life insurance and advanced estate planning strategies can complement a long-term wealth preservation plan.

• Risks & Realities: The limitations, interest-rate considerations, and planning complexities that make professional guidance essential.

Join us as we discuss how successful families think about preserving wealth, creating liquidity, and building a legacy that can extend beyond a single generation.

Time To Win!

Like, Share, & Subscribe and keep playing to win financially!

https://www.victoryprivatewealth.com