Managed portfolio
$1.42M7 accounts coordinatedPrivate OfficePrivate Office
Tuesday, September 15
Good morning, Amina.
Your family office is aligned. Two items are ready for your attention.
A
Heritage Private Office
$2,486,730
Coordinated net worth across managed accounts and protected assets
Year to date+8.4%
Liquidity reserve
$284,60018 months protected2026 tax reserve
$96,24074% fundedPriority desk
Prepared for your review
Quarterly tax strategy
ReviewEstimated payment and business allocation are ready.
Family legacy authorization
SecureApprove education-trust beneficiary updates.
Next appointment
Annual wealth review
Thursday · 12:30 PM
Maison Rue · Private salon
3 guestsDriver arrangedMenu confirmed