ULTRA-HIGH-NET-WORTH CLIENTS

Deliver institutional-grade planning for your most complex clients

Access enterprise-grade modeling, complex entity mapping, and expert support—proven across thousands of UHNW estates.

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Trusted by industry leaders

Sophistication trusted by leading institutions and family offices

See how our integrated solution helps you elevate the client experience while achieving new levels of scale and consistency

Model advanced strategies with accuracy proven across billions in wealth

Map complex entities and visualize multi-generational wealth transfers

Calculate precise tax implications across federal, state, and GST scenarios

Get expert abstraction support for the most nuanced situations

End-to-end planning purpose-built for UHNW clients

The right tools to plan, protect, and steward client relationships at the highest levels of wealth and complexity.

1 • Scenario Modeling

Illustrate the impact of planning with unrivaled precision

Move from rough estimates to high-fidelity modeling as the engagement deepens. Compare and stack strategies like GRATs, SLATs, and bypass trusts — with state tax implications, GST exposure, and residue calculations all accounted for.

2 • Waterfall Analysis

Give every beneficiary a clear picture

Toggle between a high-level summary and detailed waterfall analysis of how planning scenarios will impact individual beneficiaries, factoring in the details of their existing plan.

3 • Estate Reports

Being complex planning to life

Transform intricate ownership structures, tax implications, and beneficiary outcomes into clear, professional reports — built for estates where the details change everything.

VANILLA For Planners

The most widely adopted estate platform for planners

Vanilla supports many of the largest enterprise planning teams and family offices in reaching new levels of scale

Scalable workflows

Built to create more consistency and scale in the workflows between advisors and in-house planners supporting their clients

Fact pattern depth

Pressure-tested over the course of years to support thousands of edge-cases and fact patterns, including thousands of UHNW estates

Supercharged with AI

V/AI for Estate Builder supercharges the planner experience by automatically extracting key document information and highlighting potential issues

4 • Expert Services

Outsourced expertise you can trust

Access additional leverage from Vanilla’s in-house abstraction team with 100+ years of collective trust & estate experience. For nuanced fact patterns, unusual structures, and complex entity relationships, Vanilla’s team can expand your capacity for review and expertise where it counts.

5 • Integrations

Build a complete picture of every client’s wealth

Connect Vanilla to the platforms you already use to pull in a full, accurate view of your client’s assets — so your modeling, waterfall analysis, and planning recommendations reflect the real complexity of their estate.

“This is hard math—and Vanilla gets it right. We trust the platform to help us serve even our most sophisticated clients with accuracy and confidence. That level of detail takes earned trust and credibility earned through serving similarly complex clients, and a willingness to partner closely to build out custom paths.”

Matt Marini, CFP®
Wealth Advisor, Coastal Bridge Advisors

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Holistic wealth management starts here

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