Portfolio Value
$0
+35.5%
Assets
0
Beneficiaries
0
Allocation
Assets
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Malibu Estate
Oceanfront luxury mansion with 8 bedrooms, private beach access, and panoramic Pacific views.
Current Value
$15,000,000
Downtown Office Tower
Class A commercial office building in Manhattan financial district, 80% occupied.
Current Value
$8,500,000
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Caribbean Beach Villa
Luxury vacation property in Turks & Caicos with private dock and guest house.
Current Value
$4,200,000
Smith Tech Holdings LLC
25% stake in a Series C tech startup valued at $200M, board seat included.
Current Value
$12,500,000
Contemporary Art Collection
Curated collection of 15 works by contemporary masters including Basquiat and Koons.
Current Value
$3,200,000
Ferrari 296 GTS
2023 Ferrari 296 GTS Spider, Rosso Corsa with cream interior, 500 miles.
Current Value
$385,000
Vintage Wine Collection
Premium collection of 200+ bottles including Chateau Lafite and Romanee-Conti.
Current Value
$450,000
Diamond & Jewelry Collection
Estate jewelry collection including 5-carat diamond ring and vintage Cartier pieces.
Current Value
$875,000
85ft Luxury Yacht
2021 Sunseeker 86 Yacht with crew quarters, full navigation suite.
Current Value
$4,800,000
Gold & Precious Metals Reserve
500oz gold bullion and silver reserve held in secure vault.
Current Value
$1,090,000
Active Governance Proposals
View AllAcquire Additional Commercial Property
Proposal to purchase Class A office building in Austin, TX for $6.5M from family office reserves.
Add New Beneficiary - Grandson
Proposal to add Michael Smith (James' son) as a beneficiary with 5% allocation from James' share.