AS OF JUL 17, 2026 · MARKET CLOSE
0 DEMO ACTIONS THIS SESSION
NET WORTH · AS OF JUL 17, 2026
$24,054,000
No trend line yet, on purpose: history appears once verified snapshots accumulate. Today shows the current reconciled position, never an invented curve.
GROSS ASSETS
$25.03M
LIABILITIES
$980k
REACHABLE IN 30 DAYS
$3.04M
What the assets are
Share of $25.03M gross assets, largest first.
- Private company$15.12M · 60%
- Real estate$4.63M · 18%
- Public markets$2.31M · 9.2%
- Retirement$1.78M · 7.1%
- Cash$520k · 2.1%
- Alternatives$250k · 1.0%
- Crypto$214k · 0.9%
- Education$210k · 0.8%
View as table
| Class | Value | Share |
|---|---|---|
| Private company | $15,120,000 | 60.4% |
| Real estate | $4,630,000 | 18.5% |
| Public markets | $2,310,000 | 9.2% |
| Retirement | $1,780,000 | 7.1% |
| Cash | $520,000 | 2.1% |
| Alternatives | $250,000 | 1.0% |
| Crypto | $214,000 | 0.9% |
| Education | $210,000 | 0.8% |
How fast money is reachable
Brightest bars are reachable soonest.
- Available now$520k
- Within 30 days$2.52M
- Restricted$1.99M
- Illiquid$20.0M
What does this mean?
Net worth is not spending power. Cash moves today; public markets settle inside a month; retirement and education accounts carry rules and penalties; the company, property, and private stakes take months to sell. The ladder keeps that honest.
How much rides on one company
Concentration is the number to know cold.
60.4% of gross assets sit in one private company. That is a fact to plan around, not advice. See the holding →
The Family Map
CORE STRUCTURE · 8 OF 18 NODESWho owns what, through which entity, with the mortgage against it - the full map carries all 18 nodes with values and evidence.
OPEN THE FAMILY MAPWhat changed
LAST 14 DAYSNEEDS REVIEW · 6
- JUL 16
Halewood founder update filed
no changeBridge-round discussion for Q4. Value unchanged at cost; confidence stays REPORTED until priced.
REPORTED - JUL 14
HELOC rate resets Sep 1 - 7.1% → 7.6%
+0.5% APROn the $120k drawn balance that is roughly $600/yr more interest. Paydown from cash is an open decision.
VERIFIED→ LA-5 - JUL 11
MFC June close posted
margin +1.4ptRevenue $1.42M, EBITDA margin 18.9% vs 17.5% in May. Two aerospace POs slipped to Q3 - backlog still 11.2 weeks.
VERIFIED - JUL 9
Umbrella renewal quoted +12%
premium +12%The $5M umbrella renews Aug 12. Renew as quoted or rebid - the decision is queued for Marta.
VERIFIED→ LA-1 - JUL 6
June statements posted - public markets +$46k
+$46,000Brokerage closed June at $2.31M. Cash steady at $520k.
VERIFIED - JUL 4
Plant appraisal crossed 22 months - flagged STALE
679 days oldThe freshness rule flags any verified value older than 12 months. An updated appraisal is queued for Priya.
VERIFIED→ LA-2
Needs you
FULL QUEUE →- LA-1NEEDS DECISION
Umbrella renewal: accept +12% or rebid
PAUL ALDEN · DUE AUG 5 · 19 days left
- LA-6AWAITING SIGNATURE
Sign the buy-sell restatement (v3)
DANIEL REYES · DUE AUG 8
- LA-5NEEDS DECISION
HELOC: pay down $120k before the Sep 1 reset?
MARTA ALDEN · DUE AUG 22
Continuity readiness 72% · 13 of 18 checksNEEDS ATTENTION →
Deadlines
- 14 days left
Q2 distribution & estimated-tax transfer
JUL 31 · RUTH OKAFOR, CPA
- 26 days left
Umbrella liability renewal
AUG 12 · PAUL ALDEN
- 46 days left
HELOC rate reset effective
SEP 1 · PAUL ALDEN
- 60 days left
Q3 estimated taxes
SEP 15 · RUTH OKAFOR, CPA
- 76 days left
Buy-sell valuation certificate refresh
OCT 1 · DANIEL REYES
- 136 days left
Company valuation refresh
NOV 30 · PRIYA NAIR
Recent activity
- JUL 16
System - Filed the Halewood founder update as evidence E13 (reported).
- JUL 15
Ruth Okafor - Attached the draft Q2 distribution calculation to LA-3.
- JUL 14
System - HELOC reset notice ingested; decision LA-5 opened for Marta.
- JUL 11
Priya Nair - Posted the June close (E2); LA-8 reviewed and closed by Marta.
- JUL 9
Paul Alden - Filed the umbrella renewal notice; decision LA-1 opened.
- JUL 4
System - Freshness rule flagged the plant appraisal STALE at 22 months (LA-2).