PriorityThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW
Priority
5 action items · 2 in progress
Q1 Tax Prep — Gather K-1sIn Progress
Collect K-1 forms from all pass-through entities for 2025 filing.
FinanceDue Apr 1, 2026
JW
Renew Umbrella PolicyUpcoming
Annual renewal for $5M umbrella liability policy across all properties.
InsuranceDue Apr 15, 2026
JW
Review Schwab RebalanceIn Progress
Quarterly portfolio rebalance — review target allocations vs actual.
InvestmentsDue Mar 31, 2026
JW
HOA Board Meeting PrepUpcoming
Prepare agenda and financials for spring HOA board meeting.
PropertiesDue Apr 8, 2026
SW
Update Estate PlanBlocked
Schedule appointment with estate attorney — trust amendments needed.
LegalDue May 1, 2026
JW