Step 1 · Client Profile

Intake summary

Rhea infers a tax and risk profile from the must-ask levers. Every inferred value is an advisor-overridable default, never a silent assumption.

Edit intakePortfolio upload

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These are the must-ask intake levers Rhea uses to infer a tax and risk profile. Rhea's read on this client is generated after the portfolio is uploaded, so it can weigh the actual holdings — concentration, allocation, and embedded gains — rather than guess from intake alone.

Mandate

Funding amount$15,000,000
RegistrationTaxable + Trust
StateNew York
Carve-outNo
Horizon20 years

Tax profile (inferred)

Federal bracket37%
NIIT (3.8%)Applies
AMT exposureUnlikely
Annual gain budget$1,500,000

Risk & liquidity

Risk capacity8/10
Risk tolerance6/10
Liquidity reserve8%
Illiquidity capacity25%

Constraints

ESG screenNo
ExclusionsTobacco
Single-name cap5%

Purposes

Growth · primaryLegacyIncomeLiquidity

Eligibility gates

Accredited investorConfirmed
Qualified clientConfirmed
Qualified purchaserConfirmed

Eligibility gates are enforced before optimization. Strategies the client cannot access are visibly locked, not silently hidden.