&gt;&gt; his stated goal is to keep 1% of his money in the family for the next generation. Right now that 1% is 357 million<p>1% likely won&#x27;t be anywhere <i>near</i> 357 million after another 10 years, let alone in 50+ years. Evaluations of wealth based on assets and stocks almost never wind up trading for that amount of cash. You are worth what you can liquidate today, not what market &quot;experts&quot; think your portfolio <i>could</i> be worth in some theoretical perfect scenario.