Back to Clients
CG

Carlos Garcia

Pending

carlos@garciafamilyoffice.com

+1 (555) 104-1444•California, USA•0x1234...7890

Total Estate Value

$28.00M

+0.10%

Active Vaults

1

Beneficiaries

4

Next Check-In

389 days

Current

Asset Allocation

View Details
Company Shares
$10.50M38%
Real Estate
$8.40M30%
Cryptocurrency
$4.25M15%
Other
$3.80M14%
Other
$1.05M4%

Top Holdings

Garcia Holdings LLC - Private Equity

private_equity

$8.50M

10000 shares

Madrid Commercial Tower

commercial

$5.20M

1 property

Bitcoin Treasury Reserve

BTC

$4.25M

100 BTC

Tokenized Blue Chip Portfolio

other_stock

$3.80M

1000 units

Miami Luxury Residence

residential

$3.20M

1 property

Legal Documents

Last Will and Testament

Updated 2026-01-18

active

Living Trust Agreement

Updated 2023-01-20

active

Power of Attorney

Updated 2023-01-20

active

Healthcare Directive

Updated 2026-01-18

pending

Client Details

Address

8800 Family Office Blvd, Miami, FL 33101

Client Since

2023-01-20

Estate Name

Garcia Family Office

Notes

Multi-generational family office managing diverse global assets. Complex structure with multiple legal entities and international holdings.

Beneficiaries

Manage
MG

Maria Garcia

child

25%
AG

Antonio Garcia

child

25%
IG

Isabella Garcia

grandchild

15%
SG

Sofia Garcia

spouse

35%

Recent Activity

Check-in completed

Monthly liveness check

-496404 minutes ago

Asset updated

Garcia Holdings LLC - Private Equity value refreshed

-523764 minutes ago

Vault created

Garcia Family Office established

24 months ago

Check-In Status

Current
Last activity-523764 minutes ago
Next due389 days
Frequency45 days