✨
MaHa Family Office

Saturday, May 18 · Good morning

Here's where the family stands.

Net Worth

$4,205,000

+$53.14K+1.3% last 30 days

Liquid

$1.03M

Cash + brokerage

Illiquid

$3.17M

RE + retirement

Entities

Performance across the portfolio

Accounts

7 institutions · synced this morning

  • Individual Brokerage

    Personal

    Schwab · ···· 4821 · synced 1d ago

    $642,000

  • Dad's Rollover IRA

    Joint

    Schwab · ···· 9210 · synced 1d ago

    $318,000

  • Joint Checking

    Joint

    JPMorgan Chase · ···· 0044 · synced 1d ago

    $84,200

  • Joint Savings

    Joint

    JPMorgan Chase · ···· 0518 · synced 1d ago

    $176,000

  • IndAroma Operating

    Business

    Bank of America · ···· 7102 · synced 1d ago

    $42,300

  • Curiosity Inc Operating

    Business

    Mercury · ···· 1138 · synced 1d ago

    $87,500

  • Platinum Card

    Personal

    American Express · ···· 1001 · synced 1d ago

    −$8,420

Activity

Across all family entities

  • Curiosity Inc distribution

    $5,000 → Abhi personal Schwab

    2h

  • All accounts synced

    7 of 7 institutions reporting fresh

    5h

  • CPA flagged 3 items for review

    IIV K-1 reconciliation · awaiting your input

    1d

  • Vienna mortgage payment

    $3,820 from joint checking

    2d

  • Estate planning meeting

    Notes saved to Family Trust binder

    4d

Documents

6 files across trust, tax, and entity

  • IIV K-1 (2025)

    1.2 MB · updated 2 weeks ago

    K-1

  • Curiosity Inc K-1 (2025)

    420 KB · updated 2 weeks ago

    K-1

  • Personal 1040 (2024)

    3.8 MB · updated 3 months ago

    Tax

  • Family Living Trust

    780 KB · updated 1 year ago

    Trust

  • Umbrella Policy

    1.5 MB · updated 4 months ago

    Ins.

  • Vienna Property Deed

    2.1 MB · updated 6 months ago

    RE