One place for net worth tracking, position monitoring, tax-aware planning, and the strategies the wealthiest families use to compound capital across generations.
Link brokerage, bank, and credit accounts through Plaid to unlock real-time Net Worth, position monitoring, cash-flow tracking, and tax-aware rebalancing suggestions. Bank-grade encryption — your credentials never touch our servers.
Adjust returns + contributions across life phases (early-career → peak-earning → pre-retirement). Compounded monthly. Pretax — apply your effective tax rate for after-tax view.
The asset-rich playbook quietly used by the top 0.1%. Buy productive assets, borrow against them tax-free instead of selling, and let stepped-up basis on inheritance wipe out the gains. Below: the mechanics in three steps.
Educational summary only — not tax, legal, or investment advice. The strategy depends on sustained asset appreciation, manageable borrow rates, and current estate-tax rules. Run any version of this with a fiduciary CPA and estate attorney before executing.
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