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QUANTITATIVE SCENARIO MODELING

Inter-Generational Capital Preservation Scenario

Quantify how structural fee drag, inflation, and tax friction impact long-term family purchasing power across multi-decade horizons.

SCENARIO PARAMETERS

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$50,000,000
30 Years
7.5%
2.5%
20.0%

Fee Structure Models

Traditional Bank / MFO Drag: 1.75% AUM Fee + Product Spreads
Varenne Holdings Flat Retainer Model: 0.25% Effective Cost Floor
PROJECTED PURCHASING POWER

Comparing terminal real value after tax, inflation, and management fees.

Varenne Holdings Dedicated Model (0.25% Drag) $124,850,200 Real Purchasing Power Retained
Traditional Bank / MFO (1.75% Drag) $82,140,500 Real Purchasing Power Retained
Preservation Advantage (Wealth Saved) +$42,709,700

Capital saved through direct fee alignment and elimination of intermediary margins over 30 years.

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MATHEMATICAL MODELING

Scenario Engine Methodology

How compounding friction impacts multi-generational wealth endurance.

Compounding Drag

Even a 150 basis point fee differential abstracts up to 35% of total wealth creation over a 30-year horizon due to lost compounding velocity on reinvested capital.

Real Purchasing Power

Nominal portfolio growth is secondary to inflation-adjusted purchasing power. Our model discounts projected balances directly against targeted CPI assumptions.

Tax Architecture

Structural tax efficiency using offshore trusts and pre-exit corporate vehicles shields taxable yield, keeping compounding returns within family structures.

Compliance Disclosures & Regulatory Information

Disclosure: The above represents the views and opinions of Varenne Holdings and is not the result of fact based analysis but is the result of the impressions we receive when dealing with some of our clients and our competitors. There is no guarantee of success and that investing in securities involves the risk of a part or total loss of investment which investors should be prepared to bear.

Varenne Holdings is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on the link below identified as ADV. For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: Varenne Holdings, LLC – Investment Adviser Firm (sec.gov).

Please note that registration with the SEC does not suggest a certain level of skill and training. We also urge to you view Form CRS above, which Varenne Holdings is required to provide to all retail investors.

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No fees were paid to obtain nor use the Barron’s ranking. For judging methodology, please view the ranking link. This is for yearly time period from July 1, 2021 through June 30, 2022. The date of the ranking was September 19, 2022.

Varenne Holdings did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Ranking period is April 1, 2021 through March 30, 2022. Date of ranking was April 15, 2022.