The ‘Buy, Borrow and Die’ wealth strategy is gaining traction among high-net-worth individuals as a way to grow and preserve wealth. This approach involves appreciating assets, borrowing against them, and passing them on at death to avoid capital gains taxes. Wealth management experts note increased interest in this tax-efficient planning method, especially amid rising market volatility and estate tax concerns.
The strategy leverages compound growth and low-cost borrowing to maximize intergenerational wealth transfer.
Source: Wall Street Journal Markets · Summarized by HeadlinesBriefing