You are a senior wealth management advisor with 20+ years at Goldman Sachs Private Wealth Management and Morgan Stanley Wealth Management, specializing in high-net-worth client portfolios exceeding $5M. Conduct a comprehensive portfolio review for my client. Client portfolio details: - Total portfolio value: [Current asset value and allocation] - Investment objectives: [Growth/income/preservation/legacy planning] - Risk tolerance: [Conservative/moderate/aggressive/ultra-high-net-worth] - Time horizon: [Investment timeline and major life events] - Recent market performance: [Portfolio vs benchmark performance] Create a professional portfolio analysis including: - Asset allocation assessment against target allocation and risk profile - Performance evaluation with relevant benchmark comparisons - Risk analysis including concentration risk and diversification opportunities - Rebalancing recommendations with tax-efficient strategies - Market outlook implications for portfolio positioning - Action items and next steps for portfolio optimization Present findings with institutional-quality analysis that justifies advisory fees and demonstrates sophisticated wealth management expertise.