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Calendar

Every dated obligation across the family office in one place. Step through the months, add your own events, and click any item to jump to its source.

Total tracked

98

Dated items across the office

Overdue

46

Past their due date

Next 7 days

1

Due this week

Next 30 days

3

Due this month

Calendar

September 2026

· 2 events
Mon
Tue
Wed
Thu
Fri
Sat
Sun
    1
      2
        3
          4
            5
              6
                7
                  8
                    91
                    • NT GBP loan matures· Loan maturity
                    10
                      11
                        12
                          13
                            14
                              15
                                16
                                  17
                                    18
                                      191
                                      • Royal Sydney Yacht Squadron — renews· Membership renewal
                                      20
                                        21
                                          22
                                            23
                                              24
                                                25
                                                  26
                                                    27
                                                      28
                                                        29
                                                          30

                                                                    Filter by kind

                                                                    All · 98Capital call · 6Obligation · 18Loan maturity · 6Insurance renewal · 6Pledge payment · 13Membership renewal · 14Target purchase · 3KYC review · 3Risk profile review · 3Visa expiry · 9Certification expiry · 11Aircraft inspection · 2

                                                                    All events

                                                                    November 2024 · 1

                                                                    18 Nov 2024Pledge paymentThe Royal Marsden Cancer Charity — pledge payment· GBP 500,000Overdue

                                                                    May 2025 · 1

                                                                    12 May 2025Pledge paymentStanford University — Wallenberg Hall — pledge payment· USD 200,000Overdue

                                                                    November 2025 · 2

                                                                    13 Nov 2025Pledge paymentThe Royal Marsden Cancer Charity — pledge payment· GBP 500,000Overdue
                                                                    Vessel survey · 2
                                                                    Learning target · 2
                                                                    13 Nov 2025Pledge paymentMoMA — New Photography Series — pledge payment· USD 250,000Overdue

                                                                    January 2026 · 2

                                                                    12 Jan 2026KYC reviewWhitford HK Ltd — KYC review· EXPIREDOverdue
                                                                    19 Jan 2026Capital callCapital call: Thoma Bravo Discover Fund V for USD 900,000Overdue

                                                                    February 2026 · 1

                                                                    27 Feb 2026Capital callCapital call: Clearlake Capital Partners VIII for USD 2,100,000Overdue

                                                                    April 2026 · 2

                                                                    1 Apr 2026Capital callCapital call: KKR Asian Fund IV for USD 1,550,000Overdue
                                                                    30 Apr 2026Capital callCapital call: Thoma Bravo Discover Fund V for USD 1,200,000Overdue

                                                                    May 2026 · 7

                                                                    6 May 2026ObligationUS Federal estimated tax — Q1 2026 (settled, awaiting acknowledgement)Overdue
                                                                    12 May 2026Pledge paymentStanford University — Wallenberg Hall — pledge payment· USD 200,000Overdue
                                                                    21 May 2026ObligationBain Capital Asia V — Q1 2026 distribution (Project Helios partial exit)Overdue
                                                                    24 May 2026ObligationUS Treasury 4.25% 2030 — semi-annual couponOverdue
                                                                    25 May 2026Capital callCapital call: Clearlake Capital Partners VIII for USD 2,400,000Overdue
                                                                    30 May 2026ObligationSingapore GST quarterly filing (Whitford Family Trust)Overdue
                                                                    31 May 2026ObligationSingapore Government 3.00% 2027 — semi-annual couponOverdue

                                                                    June 2026 · 15

                                                                    2 Jun 2026ObligationUnited Kingdom Gilt 3.75% 2029 — semi-annual couponOverdue
                                                                    6 Jun 2026ObligationUBS HKD lombard rollover (30-day cycle, May 2026)Overdue
                                                                    7 Jun 2026Capital callCapital call: KKR Asian Fund IV for USD 1,750,000Overdue
                                                                    9 Jun 2026Membership renewalThe Capital Club Singapore — renews· clubOverdue
                                                                    11 Jun 2026ObligationBond matures: Singapore Government 2.631% 06/26Overdue
                                                                    11 Jun 2026ObligationTime deposit matures: Whitford Capital USD time deposit (9001234.006)Overdue
                                                                    11 Jun 2026ObligationUS Federal estimated tax — Q2 2026 (Whitford Capital Ltd)Overdue
                                                                    11 Jun 2026Certification expiryRajiv Sundaram — FIRST_AID expires· Singapore Red CrossOverdue
                                                                    14 Jun 2026ObligationTime deposit matures: Trust USD time deposit (9001234.005)Overdue
                                                                    19 Jun 2026ObligationHong Kong profits tax return — provisional payment (Whitford HK Ltd)Overdue
                                                                    25 Jun 2026ObligationTime deposit matures: HK Holdco HKD time deposit (555-100001.05D)Overdue
                                                                    25 Jun 2026ObligationHellman & Friedman XI — interim distribution from secondary closeOverdue
                                                                    26 Jun 2026Pledge paymentMoMA — New Photography Series — pledge payment· USD 125,000Overdue
                                                                    26 Jun 2026Membership renewalNetJets — Marquis Jet Card (25h) — renews· aviationOverdue
                                                                    29 Jun 2026Vessel surveyAspire One survey· KYOverdue

                                                                    July 2026 · 10

                                                                    1 Jul 2026ObligationBond matures: United States Treasury 2.997% 07/26Overdue
                                                                    1 Jul 2026Visa expirySofia Ricci — visa expires· EPOverdue
                                                                    11 Jul 2026Certification expiryCaptain Elena Marchetti — CAPTAIN_LICENSE expires· MCA UKOverdue
                                                                    11 Jul 2026Insurance renewalLloyd’s — Beazley Syndicate 0623 marine policy renews· LLBZ-MAR-77104Overdue
                                                                    11 Jul 2026Membership renewalWentworth Club — renews· clubOverdue
                                                                    13 Jul 2026Aircraft inspectionN650WH (G650ER) inspectionOverdue
                                                                    18 Jul 2026ObligationCitadel Wellington LLC — Q2 redemption proceedsOverdue
                                                                    21 Jul 2026ObligationBond matures: United Kingdom Gilt 3.382% 07/26Overdue
                                                                    26 Jul 2026ObligationDB SGD lombard — facility review windowOverdue
                                                                    26 Jul 2026Membership renewalMoMA — Patron Circle — renews· artsOverdue

                                                                    August 2026 · 4

                                                                    10 Aug 2026Certification expiryEdward Ashcombe — FIRST_AID expires· Croix-Rouge monégasqueOverdue
                                                                    10 Aug 2026Learning targetWealth Inheritor Programme target end· James WhitfordOverdue
                                                                    15 Aug 2026Visa expiryPriya Raman — visa expires· EPOverdue
                                                                    15 Aug 2026Membership renewalVistaJet — Program 100h — renews· aviationOverdue

                                                                    September 2026 · 2

                                                                    9 Sep 2026Loan maturityNT GBP loan maturesOverdue
                                                                    19 Sep 2026Membership renewalRoyal Sydney Yacht Squadron — renews· clubDue soon

                                                                    October 2026 · 3

                                                                    9 Oct 2026Loan maturityUBS HKD loan maturesDue soon
                                                                    9 Oct 2026Target purchaseAntarctica expedition — full-vessel charter — target· USD 1,400,000Due soon
                                                                    24 Oct 2026Membership renewalTate Patron Circle — renews· artsDue soon

                                                                    November 2026 · 10

                                                                    3 Nov 2026Membership renewalWhite's, Mayfair — renews· clubDue soon
                                                                    8 Nov 2026Loan maturityDB USD loan maturesDue soon
                                                                    8 Nov 2026Certification expiryLorenzo Bianchi — FIRST_AID expires· Singapore Red CrossDue soon
                                                                    8 Nov 2026Certification expiryCaptain Henry Park — PILOT_LICENSE expires· FAADue soon
                                                                    8 Nov 2026Pledge paymentThe Royal Marsden Cancer Charity — pledge payment· GBP 500,000Due soon
                                                                    12 Nov 2026Risk profile reviewFamily office — risk profile review· MODERATEDue soon
                                                                    28 Nov 2026Loan maturityNT USD loan maturesDue soon
                                                                    28 Nov 2026Visa expiryMaria Santos — visa expires· SDue soon
                                                                    28 Nov 2026Membership renewalAman Resorts — Aman at Sea Club — renews· hospitalityDue soon
                                                                    28 Nov 2026Target purchaseGstaad chalet — Oberbort road — target· CHF 18,500,000Due soon

                                                                    December 2026 · 3

                                                                    8 Dec 2026Membership renewalSoho House — Global — renews· clubDue soon
                                                                    18 Dec 2026Loan maturityUBS USD loan maturesUpcoming
                                                                    18 Dec 2026Certification expiryJames Holloway — FIRST_AID expires· St John AmbulanceUpcoming

                                                                    January 2027 · 4

                                                                    7 Jan 2027Learning targetStewardship Series target end· Sophie WhitfordUpcoming
                                                                    7 Jan 2027Vessel surveyLyra survey· NZUpcoming
                                                                    7 Jan 2027Membership renewalAll England Lawn Tennis Club (Wimbledon) — renews· clubUpcoming
                                                                    12 Jan 2027Risk profile reviewWhitford Family Trust — risk profile review· CONSERVATIVEUpcoming

                                                                    February 2027 · 6

                                                                    11 Feb 2027Insurance renewalHiscox property policy renews· HX-PR-44218Upcoming
                                                                    16 Feb 2027Loan maturityDB SGD loan maturesUpcoming
                                                                    16 Feb 2027Visa expiryDaniel Okafor — visa expires· ZUpcoming
                                                                    16 Feb 2027Membership renewalAnnabel's, Berkeley Square — renews· clubUpcoming
                                                                    21 Feb 2027Aircraft inspectionB-KKW (H145 D3) inspectionUpcoming
                                                                    26 Feb 2027Visa expiryLorenzo Bianchi — visa expires· EPUpcoming

                                                                    March 2027 · 5

                                                                    13 Mar 2027Insurance renewalChubb liability policy renews· CB-UM-99214Upcoming
                                                                    28 Mar 2027Certification expiryEmily Hartwell — FIRST_AID expires· St John AmbulanceUpcoming
                                                                    28 Mar 2027Insurance renewalAXA XL luxury valuables policy renews· AXL-AF-90712Upcoming
                                                                    28 Mar 2027Membership renewalThe Tanglin Club — renews· clubUpcoming
                                                                    28 Mar 2027Target purchasePagani Utopia Roadster allocation — target· USD 3,800,000Upcoming

                                                                    April 2027 · 2

                                                                    12 Apr 2027Insurance renewalGlobal Aerospace aviation policy renews· GA-AV-30217Upcoming
                                                                    14 Apr 2027KYC reviewWhitford Family Trust — KYC review· APPROVEDUpcoming

                                                                    May 2027 · 6

                                                                    6 May 2027KYC reviewDaniel Whitford — KYC review· IN_REVIEWUpcoming
                                                                    12 May 2027Certification expirySofia Ricci — FIRST_AID expires· Singapore Red CrossUpcoming
                                                                    12 May 2027Risk profile reviewDaniel Whitford — risk profile review· GROWTHUpcoming
                                                                    12 May 2027Pledge paymentStanford University — Wallenberg Hall — pledge payment· USD 200,000Upcoming
                                                                    12 May 2027Pledge paymentMoMA — New Photography Series — pledge payment· USD 125,000Upcoming
                                                                    12 May 2027Membership renewalAspire Dedicated Lifestyle Manager — renews· conciergeUpcoming

                                                                    June 2027 · 2

                                                                    26 Jun 2027Visa expiryAaliyah Mensah — visa expires· EPUpcoming
                                                                    26 Jun 2027Certification expiryDaniel Okafor — PILOT_LICENSE expires· FAAUpcoming

                                                                    September 2027 · 1

                                                                    4 Sep 2027Visa expiryEdward Ashcombe — visa expires· CDSUpcoming

                                                                    November 2027 · 3

                                                                    3 Nov 2027Visa expiryEmily Hartwell — visa expires· EPUpcoming
                                                                    3 Nov 2027Certification expiryMarcus Lim — CPA expires· ISCA SingaporeUpcoming
                                                                    8 Nov 2027Pledge paymentThe Royal Marsden Cancer Charity — pledge payment· GBP 500,000Upcoming

                                                                    April 2028 · 1

                                                                    11 Apr 2028Certification expiryEmily Hartwell — DBS expires· UK Disclosure & Barring ServiceUpcoming

                                                                    May 2028 · 2

                                                                    1 May 2028Visa expiryCaptain Henry Park — visa expires· ZUpcoming
                                                                    11 May 2028Pledge paymentStanford University — Wallenberg Hall — pledge payment· USD 200,000Upcoming

                                                                    May 2029 · 2

                                                                    11 May 2029Pledge paymentStanford University — Wallenberg Hall — pledge payment· USD 200,000Upcoming
                                                                    11 May 2029Pledge paymentThe Royal Marsden Cancer Charity — pledge payment· GBP 500,000Upcoming

                                                                    May 2031 · 1

                                                                    11 May 2031Insurance renewalMunich Re life policy renews· MR-KP-55102Upcoming