Black Friday is Now! Don’t miss out on up to 60% OFF InvestingProCLAIM SALE

Buffett refines plans for his fortune, donates more Berkshire shares

Published 2024-11-25, 09:47 a/m
© Reuters. FILE PHOTO: Berkshire Hathaway Chairman Warren Buffett attends the Berkshire Hathaway Inc annual shareholders' meeting in Omaha, Nebraska, U.S., May 3, 2024. REUTERS/Scott Morgan/File Photo
AAPL
-
AXP
-
BRKa
-

By Jonathan Stempel

(Reuters) -Warren Buffett, the legendary investor and chairman of Berkshire Hathaway (NYSE:BRKa), has made further preparations for giving away his fortune after his death.

Buffett, 94, plans to donate 99.5% of his remaining wealth, now valued at more than $150 billion by Forbes magazine, to a charitable trust overseen by his daughter and two sons when he dies.

In a letter to Berkshire shareholders on Monday, Buffett disclosed that three potential successor trustees have been designated if his daughter Susie, 71, and sons Howard, 69, and Peter, 66, cannot serve.

He said each is somewhat younger than his children, well known to them and "makes sense" to all of them.

"I've never wished to create a dynasty or pursue any plan that extended beyond the children," Buffett wrote. "But these successors are on the wait list. I hope Susie, Howie and Peter themselves disburse all of my assets."

Buffett on Monday also donated about $1.14 billion of Berkshire stock, the equivalent of 1,600 Class A shares, to four family foundations.

That boosted his giving to more than $58 billion since 2006, when Buffett pledged most of his fortune to the foundations and to the Bill & Melinda Gates Foundation, which has received more than $43 billion. He has donated 56.6% of his Berkshire shares.

Buffett has led Omaha, Nebraska-based Berkshire since 1965.

He still owns 14.4% of its stock, and plans to continue donating shares to the five foundations during his lifetime.

After his death, his children will have about 10 years to give away his remaining wealth, and must decide unanimously which philanthropic purposes it should serve.

Berkshire did not immediately respond to a request for additional comment.

Susie Buffett leads the Susan Thompson Buffett Foundation, which funds reproductive health and is named for Buffett's first wife, and the Sherwood Foundation, which supports Nebraska nonprofits and early childhood education.

Howard Buffett heads the Howard G. Buffett Foundation, which works to address global hunger, combat human trafficking and mitigate conflicts.

Peter Buffett leads the NoVo Foundation, which has initiatives focused on marginalized girls and women, as well as indigenous communities.

Berkshire is a $1 trillion conglomerate, owning businesses such as the BNSF railroad and Geico car insurance, and stocks such as Apple (NASDAQ:AAPL) and American Express (NYSE:AXP).

© Reuters. FILE PHOTO: Berkshire Hathaway Chairman Warren Buffett attends the Berkshire Hathaway Inc annual shareholders' meeting in Omaha, Nebraska, U.S., May 3, 2024. REUTERS/Scott Morgan/File Photo

In his letter, Buffett acknowledged his advancing age but signaled no intention to step aside.

"Father time always wins," he said. "To date, I've been very lucky, but, before long, he will get around to me."

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.