{
  "portfolio_name": "Adam Long-Term Trust Preservation",
  "version": "1.0",
  "target_allocation": {
    "equities": {
      "weight": 0.50,
      "components": {
        "global_quality": {
          "weight": 0.30,
          "ticker_proxy": "QUAL",
          "rationale": "Companies with strong balance sheets and stable earnings."
        },
        "us_total_market": {
          "weight": 0.20,
          "ticker_proxy": "VTI",
          "rationale": "Broad market exposure for long-term growth."
        }
      }
    },
    "fixed_income": {
      "weight": 0.30,
      "components": {
        "municipal_bonds": {
          "weight": 0.20,
          "ticker_proxy": "MUB",
          "rationale": "Tax-efficient income for high-net-worth trust structures."
        },
        "tips": {
          "weight": 0.10,
          "ticker_proxy": "TIP",
          "rationale": "Inflation protection to preserve purchasing power."
        }
      }
    },
    "alternatives": {
      "weight": 0.20,
      "components": {
        "gold": {
          "weight": 0.10,
          "ticker_proxy": "IAU",
          "rationale": "Store of value across generations."
        },
        "private_equity_proxy": {
          "weight": 0.10,
          "ticker_proxy": "PSP",
          "rationale": "Exposure to illiquidity premium and private markets."
        }
      }
    }
  },
  "rebalancing_rules": {
    "frequency": "Annually",
    "threshold": 0.10
  },
  "architect_notes": "Designed for 'Dynasty Trusts'. The goal is not maximizing returns but ensuring the corpus survives inflation, taxes, and market shocks for 50+ years."
}