2026 Wealth Cliff has arrived. TCJA provisions sunset. Estate exclusion ≈ $7,000,000.

Phase 6 · TradFi Vault

Total Trust NAV

Read-only view of every linked brokerage. We see the toys; we do not play with them. Aggregator only — no advisory, no execution.

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Total NAV

Held in Trust

Pending Transfer

Allocation

No holdings yet — sync to populate

Holdings

SecurityTypeQtyMarket ValueUnrealized G/LIn Trust

Software-as-a-service data aggregator. No fiduciary duty or investment advisory role under the Investment Advisers Act of 1940 is assumed. GLBA 15 USC §6801 safeguards apply.