Clients
Manage your client relationships and estates
Total AUM
$78.8M
Total Clients
8
Active Clients
6
Needs Review
2
| Vaults | Status | Check-In | Last Activity | |||
|---|---|---|---|---|---|---|
CG Carlos Garcia carlos@garciafamilyoffice.com | $28.0M | 1(4 beneficiaries) | Pending | Current | -728924 minutes ago | |
DC David Chen david.chen@techcorp.com | $12.8M | 5(5 beneficiaries) | Active | Current | -723164 minutes ago | |
HY Hiroshi Yamamoto hiroshi.yamamoto@international.jp | $15.0M | 2(3 beneficiaries) | Review | Due Soon | -720284 minutes ago | |
PW Patricia Williams patricia.williams@foundation.org | $8.5M | 2(3 beneficiaries) | Active | Current | -715964 minutes ago | |
RP Rajesh Patel rajesh.patel@patelenterprises.com | $6.4M | 2(4 beneficiaries) | Active | Current | -723164 minutes ago | |
RS Robert Smithson robert.smithson@email.com | $4.2M | 3(3 beneficiaries) | Active | Current | -727484 minutes ago | |
SO Sean O'Brien sean.obrien@cryptonative.io | $2.1M | 2(3 beneficiaries) | Active | Current | -726044 minutes ago | |
WJ William Johnson william.johnson@retirement.com | $1.8M | 2(3 beneficiaries) | Active | Current | -710204 minutes ago |
Showing 8 of 8 clients
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