Product
This sample profile has the highest total family wealth.
What is the Taylor profile?
This ratio, named after a Nobel Prize winner, measures risk-adjusted investment returns.
What is the Sharpe Ratio?
This entity lets a family transfer business or investment assets to the next generation while retaining control, often while claiming valuation discounts for lack of marketability and minority interest.
What is a Family Limited Partnership (FLP)?
This company acquired Tamarac in 2012 and MoneyGuidePro in 2019, building one of the broadest wealth management technology ecosystems.
What is Envestnet?
Electing this field when you create a new Estate Profile is what actually activates Vanilla's estate tax calculation engine for that client.
What is the state of residence?
This index tracks 30 large U.S. companies and is the oldest continuously calculated U.S. stock market index.
What is the Dow Jones Industrial Average?
Named after a 1968 court case, this notice gives trust beneficiaries a temporary right to withdraw a gift, which is what allows the contribution to qualify for the annual gift tax exclusion.
What is a Crummey letter (or Crummey power)?
This company rebranded from Riskalyze in 2023.
What is Nitrogen?
This third party partner of Vanilla is who creates our integration partner connections.
Who is Prismatic?
This performance reporting standard, maintained by CFA Institute, allows investment firms to present returns consistently across managers.
What are the Global Investment Performance Standards (GIPS)?
Published monthly by the IRS, this interest rate is used to value annuities, life estates, and remainder interests in vehicles like GRATs and CLATs.
What is the Section 7520 rate?
This technology standard allows advisors to electronically obtain client permission to aggregate financial account data without storing usernames and passwords.
What is OAuth?
Because rates and exemptions vary, Vanilla models this jurisdiction-level tax that surprises clients in Oregon, Washington, and Massachusetts as an example.
What is state estate tax?
Before founding GMO, this investor co-authored a 1985 paper arguing that stock prices revert to their long-term mean, helping popularize value investing.
Who is Jeremy Grantham?
This third-party role can be given powers to modify trust terms, replace a trustee, or adapt to law changes — without reopening the trust in court.
What is a trust protector?
EstateGuru's proprietary and trademarked decision engine that applies attorney-authored rules to client responses is branded with this name.
What is Legal Logic?
Pick this funding option over "Percentage of Trust Residue" when a document specifies a share of the trust's total value rather than a share of what's left after other distributions and taxes.
What is percentage of Gross Trust.?
UBS's Global Wealth Report consistently identifies this country—not the U.S.—as having the highest median household wealth.
What is Luxembourg?
This technique lets a trustee pour the assets of an existing irrevocable trust into a new trust with updated or more favorable terms.
What is decanting?
This analysis is the core engine behind how MoneyGuidePro measures a client's financial success.
What is Monte Carlo simulation?