Spokespersons: André Benchimol and
Fernando Donnay

February 2024

“Quota eaters” in exclusive funds cost millions for great fortunes 

André Benchimol and Fernando Donnay, CFA, CAIA® gave an exclusive interview to journalist Patricia Valle from NeoFeed. 

In the interview, our partners discussed the new income tax rule and how to minimize “quota eaters”. They also present a study prepared by G5 Partners on how this new rule impacts family wealth by comparing the calculations among the three mostly analyzed strategies by the industry to allocate services. 

Check out the full article here (in Portuguese only) 

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