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Welcome
The family portfolio, current as of the latest update — no attachments, no versions, one address.
What’s new
Aug 10
— Property Dashboard v2.0: year-end 12/31/25 figures in, reconciled to the Summary Overview 01.01.26.
Applications
↗
Property Dashboard
Every property, every entity, one screen — values, equity, debt, categories, and the numbers behind them.
v2.0
103 properties
Updated Aug 10, 2026
↗
Organization Chart
The entities, trusts, and people — interactive, click any node to re-center. Replaces the yellow chart pages.
v1.3
Updated Jul 27, 2026
Summary Overview
The accountant’s annual workbook, restyled — same numbers, cleaner read.
In production
Property Map
Every holding pinned on an interactive map, sourced from the dashboard data.
Planned