Total Net Worth
$291,837,970
Combined (MC/RC + Trusts)
AV Stock Value
$261,994,070
~9.6M units @ $26/unit (Jul 2025)
Cash & Investments
$19,658,200
JP Morgan, Schwab, Concord Trust
Total Debt
$9,621,600
Mortgages + LOC + Credit
Real Estate Equity
$11,413,000
$20.4M FMV - $9.0M RE debt
Non-AV Net Worth
$29,843,900
MC/RC + Trusts (ex-AV stock)

📖 How to Use This Site

For Family Members

This portal provides a comprehensive view of the Apiary family's financial position, assets, and planning documents. Use the sidebar navigation to explore different sections.

User Roles

  • Admin (Mike, Becky, Bill, Maria): Can view everything and edit data when "Edit Mode" is enabled
  • Family (Rachel, Zach, Reese): Can view everything but cannot edit
  • Guest: Can only view and request property bookings

Editing Data (Admins Only)

  1. Click "Edit Mode" in the top header to enable editing
  2. Fields will become editable (highlighted borders)
  3. Make your changes
  4. Click "Save Changes" to persist your edits
  5. Use "Reset to Default" to restore original values if needed

Data Backup

Use "Export All Data" to download a JSON backup file. This can be imported later using "Import Data" to restore your information if you change browsers or computers.

Security Note

This site stores data locally in your browser. In a production environment, it should be hosted on a secure server with proper authentication (e.g., Auth0 with 2FA) and database storage.

About This Portal

This private family office portal provides a comprehensive view of the Collins/Apiary family finances, assets, and planning documents. All information is confidential and for family use only.