Wealthy individuals like Jeff Bezos, Elon Musk, and Mark Zuckerberg rarely sell their shares. Instead, they borrow against them. By using their stock as collateral, they get access to massive amounts of cash without triggering capital gains taxes. This allows them to fund their lifestyles, invest in new ventures, or buy real estate—all without ever selling a single share.
It’s a strategy built on leverage and patience. The value of their holdings keeps growing, the interest rates on loans remain low, and they maintain control of their companies. This cycle continues throughout their lives. And when they pass on, their shares often transfer to heirs with minimal or no tax due, thanks to estate planning and step-up basis rules.
That’s how the ultra-wealthy preserve and grow their fortune—by never selling and always leveraging.
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Media: The Diary Of A CEO
