DIY Investing Beats Goldman Sachs on Founder’s $30M Windfall
A 2020 startup founder turned a $30‑plus million sale into a DIY portfolio that outperformed Goldman Sachs’ wealth‑management service, even after the bank’s 0.73 % annual fee. He credits aggressive QSBS tax planning—using charitable remainder trusts and dynasty trusts—to unlock up to $50 M tax‑free gains. The result: higher net returns and a roadmap for founders handling windfalls.