Michel Del Buono

speaker

515 appearances 1 recordings 1 series first heard May 2026 last heard 22 May

Michel Del Buono’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Sourcery · Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II) · 22 May 2026 podcast

It can be the beauty of the donor advised fund is that you can sort of detach your decision when to give with your decision of when to sort of tax optimize, right?

So you can donate things into a DAF and immediately get a tax benefit.

But if you're young and still working, people aren't necessarily ready to dedicate their lives to how to spend that money and donate it.

But you can defer that decision for a while in a DAF if you're not feeling ready.

So it helps you detach a bit

The difficulty of tackling the problem, how do I give versus should I give for optimization of my balance sheet right now?

So again, if you remember, I talked about three sort of components, but step one is absolutely your trust and estate optimization construction.

There's a lot of nuance and complexity around there, but if you sort of step back, it's all about creating trusts.

And there is, as you probably know, like a whole bunch of different trusts.

You can create charitable remainder trusts, spousal access trusts, revocable or irrevocable trusts, grantor, non-grantor trusts.

There are all these different things you can do.

I'm not an attorney, so I don't know all the details about them, but I know enough to tell you that it's a very complicated process.

situation.

In parallel, you can also take some of your proceeds and put them into different strategies to generate losses, so-called tax loss harvesting.

And there's several flavors of that too that you can do.

Where I find that people have difficulty is you hire attorneys, right?

And they're going to tell you everything about, or CPAs, about these trusts.

But they're not going to have the knowledge to compare that and contrast that to an investment strategy that generates loss.

The real challenge, I think, for people is how do I trade these things off?

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