Reports & Export
Generate professional PDF reports for Smith Family Office
Total Value
$51,000,000
Assets
10
Beneficiaries
3
Documents
1
Portfolio Growth
Total Gain / Loss
$13,370,000(+35.5%)
Total Cost Basis
$37,630,000
Current Value
$51,000,000
Top Performer
Smith Tech Holdings LLC
+150.0%
Smith Tech Holdings LLC BUSINESS | $12,500,000 | $7,500,000 | +150.0% |
Malibu Estate REAL_ESTATE | $15,000,000 | $2,500,000 | +20.0% |
Contemporary Art Collection PERSONAL_PROPERTY | $3,200,000 | $1,400,000 | +77.8% |
Downtown Office Tower REAL_ESTATE | $8,500,000 | $1,300,000 | +18.1% |
Caribbean Beach Villa REAL_ESTATE | $4,200,000 | $400,000 | +10.5% |
Family Instruction Guide
A simple, step-by-step leaflet for family members who may not be computer-savvy.
Includes:
- How to log in and navigate
- Where to find assets & documents
- Personalized with your vault data
- Print-friendly, plain language
Executive Brief
A one-page professional summary to hand an attorney, advisor, or family member.
Includes:
- Total vault value & asset breakdown
- Beneficiary list with percentages
- Governance & security status
- Professional disclaimer included
Comprehensive Estate Report
Complete overview of all assets, beneficiaries, and documents with allocation charts.
Includes:
- Asset inventory with valuations
- Category allocation breakdown
- Beneficiary summary
- Document index
Net Worth Statement
Financial snapshot showing total net worth, gains/losses, and portfolio composition.
Includes:
- Total net worth summary
- Unrealized gains/losses
- Category breakdown
- Top 10 assets by value
Beneficiary Inheritance Preview
Detailed breakdown of what each beneficiary will inherit based on current allocations.
Includes:
- Individual inheritance amounts
- Specifically designated assets
- Distribution percentages
- Projected values
Pro Tips
- • Family Guide — print and hand to family members who need help navigating the site
- • Executive Brief — one page for attorneys, advisors, or adult children
- • Estate Reports are ideal for sharing with attorneys and financial advisors
- • Net Worth Statements provide a snapshot for annual family meetings
- • All reports are personalized with your vault data and include generation timestamps