Caveda Global Investment
Back to products

The Buy, Borrow, Die Playbook (EN/ES)

How wealthy families access cash from their investments without ever selling them — and pass everything to the next generation with the unrealized gains erased. Covers exactly how it works, which assets actually qualify, a real broker cost comparison, a dedicated risk section on margin calls, and what happens to the loan and the step-up in basis when you die. Includes a Loan-to-Value & Margin Cushion Calculator. Fully bilingual — one click switches the entire guide to Spanish.

Instant digital delivery to your email

$97 One-time purchase