HLG Wealth Management

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Asset Allocation

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Total market value across all portfolios

12-Month Cash Flow Forecast

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Net cash flow over next 12 months

NAV Trend

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Total Family NAV by daily snapshot · auto at 06:00 UTC

Top 10 Positions

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Largest holdings by market value

Global Wealth Map

cascade with rolled-up NAV · BR-02 applies 67% to H&L upstream

Allocation by Asset Class

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Percent of total market value

Allocation by Entity

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Market value held per entity

Top Positions

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Holdings Editor

Prices · auto

Entity	Account	Ticker	Class	Qty	Price	Value	G/L
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Non-Market Assets

Entity	Type	Description	Value	As of	Source
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Money Managers

Name	Firm	Strategy	Fee (bps)	AUM	YTD %	1Y %	Status
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12-Month Projection

Monthly Detail

from cf_config + cf_ledger

What-If & Q&A

Chat with Claude about the wealth map. Grounded on live state — entities, holdings, forecast, loans, accounts — with web search for anything outside the platform.

Conversations

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Ask anything about the wealth map.
Examples: "Should we proceed with a $750k property acquisition at 6.5%?" · "Which entity carries the most NAV concentration?" · "Compare today's 10-yr Treasury yield to the rate we're paying on the property loan."

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