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Walmart Founder Sam Walton's Genius Move: Why He Never Gave His 5 Kids Company Stock
Yahoo Finance· 2025-12-29 10:46
Group 1 - Sam Walton's estate planning strategy effectively protects the family's wealth from potential divorce-related claims by keeping Walmart stock out of his children's personal names and placing it in a trust [2][3] - The trust established by Sam Walton ensures that the shares remain within the family, regardless of marital changes among heirs, thereby preventing the dilution of the family fortune [3][4] - The Walton family utilizes a structure involving Walton Enterprises and the Walton Family Holdings Trust to maintain control over Walmart stock, ensuring it is not classified as marital property [4] Group 2 - The Walton family's wealth has significantly increased, with all three surviving children now part of the $100 billion club, and the broader heir group controlling nearly $440 billion in total wealth according to Bloomberg Billionaires Index data [6]