Sample household
The Whitmore Family
Client Office · Advisor Dyllin L. Moulton · As of 19 Aug 2026
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A household view of how capital sits today across three generations — not a legal document. Move annual gifts and watch G3 funding against the family's stated $5.6M education-and-start goal. Trust mechanics remain with counsel.
Household capital
$28.7M
G1 + G2 + G3
G3 funded
73%
Vs. $5.6M stated goal
Annual gifts
$180,000
Two donors · two donees
$180,000
Generation 1
Margaret Whitmore (revocable trust)
QTIP + GST-exempt remainder
$6.4M
Generation 2
James & Elena Whitmore
Joint taxable, IRAs, residence, alternatives
$18.2M
Generation 3
Claire (27) · Henry (24)
UTMA rollovers, 529s, annual exclusion gifts
$4.1M