CLOUT CAPITAL
PRIVATE WEALTH ARCHITECTURE

Wealth Declaration

REFERENCE CC-2026-HRC-002 STATUS Confidential FOR Michael & Ada Heinrich

Please complete this declaration to enable Clout Capital to refine the structural design with precise figures. All values should be stated in USD millions, reflecting fair market value as of the declaration date. Use best estimates where exact figures are unavailable — ranges are acceptable.

This form is covered by the confidentiality terms of the Executive Summary. Upon submission, the completed declaration is sent directly to guillermo@cloutcap.com and a confirmation is sent to your email address.

CONTACT

Your email address

We use this email to send you a confirmation receipt and to coordinate the next steps in the engagement.

SECTION 4.1

Personal information

SECTION 4.2

Liquid assets

All values in USD millions.

SECTION 4.3

Private holdings

Particular attention to 0g Labs valuation and ownership splits — these drive the IDGT freeze sizing.

SECTION 4.4

Real estate holdings

Include primary residence, secondary residences, investment properties, and any held via existing entities.

Property 1
SECTION 4.5

Alternative assets

SECTION 4.6

Liabilities

SECTION 4.7

Cash flow capacity

Critical for the structural design — approximately $26M of recurring annual cash flow is required during years 1–7 to service the PPLI premium. Please provide realistic estimates for each source. Values in USD (not millions — actual dollar amount).

SECTION 4.8

Income and philanthropic intent

SECTION 4.9

Existing planning structures

List any existing trusts, holding companies, family limited partnerships, foundations, or insurance policies.

Entity 1
SECTION 4.10

Health and underwriting — preliminary

PPLI underwriting will require formal medical examinations. This preliminary section helps anticipate underwriting considerations.

SECTION 4.11

Citizenship and residency

Declaration

I confirm that the information provided above represents my best estimate of fair market values and personal circumstances as of the declaration date. I understand that Clout Capital will use this information to refine the structural design and that material changes should be communicated promptly. The information is submitted under the confidentiality terms of the Executive Summary CC-2026-HRC-002.

When you click Send declaration, the completed form is submitted securely to Clout Capital. A confirmation will be sent to your email address.

Declaration submitted

Your wealth declaration has been sent to Clout Capital. A copy has been sent to your email address as confirmation.

If you have any questions, contact Clout Capital directly at guillermo@cloutcap.com.