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 Enough Simulation Tool
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This example, based on a real case, aims to show how the Enough Simulation tool
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can be used to simulated different scenarios of giving, and its consequences on wealth
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Case Outline
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- 50 year old husband and wife, with two children
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- $100 million in liquid wealth from a recent exit
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- Lifestyle expenses $1m per annum, reducing to $0.8.m age 70
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- Want to give the children $5m each to get started in adult life
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- Want to give the children $5m each once they have children
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- Assuming 7.5% average market rate return on investments and 2.3% historic inflation
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Scenarios (see tabs below)
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1.Continue as is: just personal / family consumption, with little grant-making ($0.5m p.a.)
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2. Be generous: maintinging same lifestyle whilst increasing grants to $2.0m p.a.
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3. De-accumulate: maintaining lifestyle, whilst increasing grants to gradually reduce wealth
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