The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
The full action and approval queue lives in the Decisions workspace - 3 items there wait on Marta Alden.
The family
OWN THE RECORDMarta Alden
Principal - founder & CEO
Meridian Fabrication Co.
Owns the record. Sees everything; approves every consequential action.
Paul Alden
Spouse - continuity lead
Alden household
Full visibility. Owns insurance, banking access, and the emergency package.
Nora Alden
Next generation - 10% MFC
Meridian Fabrication Co.
Sees her own holdings and the continuity plan. No documents vault access yet.
NO OPEN ITEMSSam Alden
Next generation - student
-
Sees the family map read-only. No values on private company or documents.
NO OPEN ITEMS
The advisors
SCOPED, REVOCABLE ACCESSRuth 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.
NO OPEN ITEMS
The family owns the record. Everyone else works inside an explicit, revocable slice of it - what each person sees here is exactly what their card says, nothing more.