ROARK
Family Office Intelligence
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ROARK STRATEGIC INTELLIGENCE SYSTEM
PPG FAMILY OFFICE
—
PFS Reconciliation
LIVE
Last Run:
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Schedule: Sundays 4pm UTC (12pm Miami)
Supabase: wynassecutoznleqzfsm + nbwwotmpjuuwqttmbjlp
Full Reconciliation
SUN 4PM
Net Worth
Holdings
Estate
Renewals
Manage Agent
Status
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Last Run
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Report Updated
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10-Point Framework
Staleness · Drift · Renewals · K-1 · Cross-Ref · FX · Concentration · Liability · Montresor · Actions
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RUN RECONCILIATION
Triggers the PPG Weekly PFS Reconciliation managed agent. Report delivered via email + Telegram.
ROARK STRATEGIC INTELLIGENCE SYSTEM