The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
The family’s team
The engaged advisors who work inside the record today.
Ruth Okafor, CPA
Tax
Okafor & Lane CPAs
Tax and entity views, K-1 and distribution items, filings she owns.
Daniel Reyes
Estate attorney
Reyes Estate Law
Estate documents, trust and beneficiary registers, items he owns.
Priya Nair
Fractional CFO
Meridian Fabrication Co.
Company financials, valuation calendar, banking operations items.
Tom Beckett
Wealth advisor
Beckett Private Wealth
Public portfolio and liquidity views only. No estate documents.
Ark Independent Professional Network
PREVIEW · LEGAL FRAMEWORK ONLYIndependent third-party professionals - not ArkLegacy employees, agents, partners, or endorsed or vetted providers. No paid ranking or hidden preference. Every profile shows credentials, jurisdictions, review date, and compensation/referral and conflict disclosures. Nothing is shared until the family explicitly requests and consents to an introduction.
- Estate law
Adaeze Okonkwo, J.D.
Okonkwo Fiduciary Law (fictional)
Dynasty trustsBusiness successionMulti-state estates- Credentials
- J.D., LL.M. Taxation
- Jurisdictions
- NY, CT
- Compensation / referral
- Hourly; no referral fee paid to or by ArkLegacy.
- Conflicts
- None disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - CPA / tax
Hector Villareal, CPA
Villareal & Stone CPAs (fictional)
Closely-held businessesTrust & estate returnsMulti-generational gifting- Credentials
- CPA, PFS
- Jurisdictions
- NY, NJ
- Compensation / referral
- Engagement fee; no referral fee.
- Conflicts
- None disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - Wealth / RIA
Priyanka Deshmukh, CFA
Northwind Family Capital (fictional)
Concentrated-position planningLiquidity designNext-gen education- Credentials
- CFA, CFP
- Jurisdictions
- US (SEC RIA)
- Compensation / referral
- Fee-only AUM; no commissions.
- Conflicts
- None disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - Insurance
Marcus Feld, CLU
Feld Risk Advisory (fictional)
Buy-sell fundingUmbrella & excess liabilityKey-person cover- Credentials
- CLU, ChFC
- Jurisdictions
- NY, CT, MA
- Compensation / referral
- Commission-based; disclosed at introduction.
- Conflicts
- Commission on placed policies - disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - Real estate
Bennett Cole
Cole Family-Office Real Estate (fictional)
Owner-operator industrial1031 exchangesPortfolio & ownership intelligence- Credentials
- Family-office RE advisory
- Jurisdictions
- Northeast US
- Compensation / referral
- Advisory retainer; no undisclosed commissions.
- Conflicts
- None disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - Banking / custody
Sofia Reyes
Harborline Private Bank (fictional)
CustodyLending against concentrated equityTreasury- Credentials
- Private banking
- Jurisdictions
- US
- Compensation / referral
- Institutional spread; disclosed.
- Conflicts
- Provider of custody/credit - disclosed.
REVIEWED JUN 30, 2026 · WAITLIST - M&A
David Ashford
Ashford Transaction Partners (fictional)
Lower-middle-market M&ARecapitalizationsOwner liquidity events- Credentials
- Investment banking
- Jurisdictions
- US
- Compensation / referral
- Success fee on closed transactions - disclosed.
- Conflicts
- Transaction-contingent fee - disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE - Family-office consulting
Lena Hartmann
Hartmann Family-Office Advisory (fictional)
Governance designNext-gen readinessFamily constitutions- Credentials
- Family-office operations
- Jurisdictions
- US, EU
- Compensation / referral
- Project retainer; no referral fee.
- Conflicts
- None disclosed.
REVIEWED JUN 30, 2026 · AVAILABLE
SYNTHETIC PROFILES · INTRODUCTIONS ARE CONSENT-GATED AND WRITE AN AUDIT EVENT · NO PUBLIC NETWORK LAUNCH IN THIS DEMO