12.5%
$6.95M
Total Portfolio Value
8.3%
$520K
YTD Growth
$45K
Total Distributions
100%
Compliance Score
Portfolio Value Over Time
Asset Allocation
4
Trusts
Dynasty Trust
$4.2M (60%)
QPRT
$1.8M (26%)
CRT
$950K (14%)
ILIT (Pending)
$2.5M
Generated Reports
Q4 2024 Portfolio Summary
Generated Jan 5, 2025
Annual Trust Performance Report 2024
Generated Jan 2, 2025
Tax Planning Summary 2024
Generated Dec 15, 2024