If You Weren't Here
Tomorrow,
Would They Know?
Most investors have wealth scattered across deeds, brokerage accounts, and private equity. We provide the command center to organize your assets and secure your family's inheritance.
Total Net Worth
$4,852,900.00
Asset Allocation
Interactive Brokers
Synced 2m ago
The Trusted Contact Protocol: Wisdom Shared is Wealth Secured
A legacy is only as strong as its accessibility. Your financial roadmap shouldn't live only in your head—if it does, your hard-earned assets are one "what if" away from becoming a legal burden.
WealthSmith's Trusted Contact Protocol is a sophisticated permissioning engine, allowing you to grant secure, tiered access to your inner circle, ensuring your spouse, advisors, and heirs are never left navigating a maze in the dark.
Why the Protocol is Mandatory
Building wealth is the first half of the journey; ensuring its transition is the second. Without a centralized, accessible plan, your family faces three catastrophic risks:
-
1. The Probate Trap: Without documented structures and clear access, your assets could be locked in court for months or years, draining value in legal fees.
-
2. The Information Gap: Millions in assets go unclaimed every year because heirs simply did not know they existed. We ensure your "hidden" private investments are visible to those who matter.
-
3. The Management Vacuum: Your CPA and lawyer cannot protect interests they cannot see. A delay in information is a delay in protection.
"A wise plan today is a legacy tomorrow."
Sarah Mitchell
Spouse • Full Access
John Doe, CPA
Advisor • Tax Data Only
Invite New Trusted Contact
Tiered Permissions for Your Inner Circle
WealthSmith gives you granular control over who sees what, and when. Think of it as a "digital executor" that you control in real-time.
Family Access
Ensure your spouse, partner, or adult children have the "keys to the vault." In a crisis, they can immediately identify account locations, insurance policies, and property deeds, bypassing months of searching.
Professional Integration
Stop the endless "back-and-forth" email chains. Invite your CPA, Lawyer, or Financial Advisor to view specific data sets. This real-time pulse on your holdings allows them to provide proactive tax and legal advice the moment your portfolio shifts.
Legacy Protection
Designate "View-Only" permissions for the next generation. Allow your children to see the architecture of the wealth they will one day inherit, ensuring they understand the legacy before they are tasked with managing it.
Every Asset, Account, and Entity
Centralize your financial life across all asset classes.
Real Estate
Track deeds, equity growth, and mortgage balances automatically.
Public Markets
Sync with E*Trade, Interactive Brokers, and major global custodians.
Insurance & Trusts
Secure policies and wrap your portfolio in legally robust trust structures.
Self-Directed IRAs
Create or connect 401ks and retirement funds for long-term tracking.
Stop Wondering. Start Securing.
Join thousands of high-net-worth families who trust WealthSmith to manage their private portfolios and legacy planning.