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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Built for the complexity your wealthiest clients demand

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

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Win and retain UHNW relationships with proven capabilities

1 • Model

Model advanced strategies with institutional-grade precision

Explore sophisticated planning techniques—GRATs, SLATs, ILITs, IDGTs, charitable strategies—with modeling proven across $300B+ in wealth. Stack multiple strategies to analyze combined impact, calculate precise tax implications across federal and state jurisdictions, and compare approaches side-by-side with patented visualizations. When millions in tax savings are at stake, accuracy isn’t optional—it’s essential.

2 • Diagram

Diagram complex entities and visualize multi-generational wealth flow

Map intricate trust structures, entity relationships, and asset flows with institutional-grade clarity. Estate Builder handles the sophistication UHNW families require—multiple trusts, layered entities, cross-generational planning—with mathematical precision that supports everything from $15M estates to billion-dollar families. Turn complexity into visual clarity that families actually understand.

3 • Analyze

Analyze sophisticated plans and surface planning opportunities instantly

Upload complex estate documents and receive comprehensive analysis in minutes—not days. V/AI understands intricate trust provisions, calculates federal and state estate tax exposure, projects GST implications across generations, and automatically identifies optimization opportunities. Extract key provisions, validate current structures, and spot gaps that create planning opportunities.

4 • Expert review

Expert review for edge cases and ultra-complex situations

Access Vanilla’s in-house abstraction team with 100+ years of collective trust & estate experience across 40,000+ documents. For nuanced fact patterns, unusual structures, or situations that demand specialized expertise, get expert human review that ensures accuracy when stakes are highest and precision matters most.

Trusted by the biggest names in wealth management

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

Resources

Guide

Mariner Offices Drive Revenue and Growth with Vanilla

Mariner sees a 200% increase in revenue growth rates among the advisors who have adopted Vanilla for holistic planning

Blog

How Advisors Are Moving Upmarket by Redefining Value

Industry data reveals the strategies behind revenue growth in wealth management—and why the most productive advisors serve fewer clients, not more. On November 13th, Vanilla...

Guide

Steve Lockshin’s Estate Planning Playbook

A step-by-step checklist to guide your client conversations, updated for 2025. This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and...

Holistic wealth management starts here

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