Ownership tree
One trust, three family branches and ten companies
These are the books of The Marital Trust Under the Wrenfield Family Trust. The trust advances money to the family’s companies, pays for two homes, and tracks each branch of the family’s spending separately. Estimated values are supplied with this demo; every other figure is from the ledger.
Net position
$211,388,288
Assets less liabilities, at cost
Owed by the family’s companies
$62,057,182
Ten companies
Loans to family and companies
$56,772,442
Loans to family members and companies
The trust
The Marital Trust Under the Wrenfield Family Trust
Principal Margaret Wrenfield, client 2041
Family branches
Three · 2026 to dateJ. Wrenfield Family
Julian Wrenfield, with
- Theo
- Iris
- Owen
Children’s expenses$265,802Gifts to Julian$58,638Achterberg Family
Clara Achterberg, with
- Maren
- Felix
Children’s expenses$110,302Gifts to Clara$50,641Oduya Family
Naomi Oduya, with
- Ada
- Kofi
- Lena
Children’s expenses$72,329Gifts to Naomi$65,388
Companies
Ten LLCs · owed to the trustLarkspur Commons
Larkspur Commons LLC, multifamily in Wilmette, IL. 64 units, 3 buildings, bought 2011. Estimated value $31.4M.
Owed to the trust$12,882,510Advanced 2026$197,539Advanced 2025$303,749Advanced $197,539 this year, −35% on 2025
Beaumont Terrace
Beaumont Terrace LLC, multifamily in Oak Park, IL. 38 units, courtyard walk-up, bought 2014. Estimated value $14.8M.
Owed to the trust$5,199,928Advanced 2026$452,341Advanced 2025$80,643Advanced $452,341 this year, +461% on 2025
Kestrel Yard
Kestrel Yard LLC, industrial flex in Elk Grove Village, IL. 212,000 sq ft, 4 tenants, bought 2017. Estimated value $38.9M.
Owed to the trust$9,383,538Advanced 2026$59,250Advanced 2025$296,593Advanced $59,250 this year, −80% on 2025
Tern Hollow Center
Tern Hollow Partners LLC, neighbourhood retail in Naperville, IL. 96,500 sq ft, grocery-anchored, bought 2015. Estimated value $22.3M.
Owed to the trust$6,401,930Advanced 2026$13,692Advanced 2025$284,460Advanced $13,692 this year, −95% on 2025
Arden Mill Lofts
Arden Mill Lofts LLC, mixed use in Milwaukee, WI. 41 lofts, ground-floor retail, bought 2019. Estimated value $12.6M.
Owed to the trust$3,715,255Advanced 2026$22,521Advanced 2025$494,587Advanced $22,521 this year, −95% on 2025
1 Fenwick Lane
Fenwick Lane Holdings LLC, office in Denver, CO. 118,000 sq ft, 71% leased, bought 2018. Estimated value $26.1M.
Owed to the trust$6,952,417Advanced 2026$214,804Advanced 2025$122,071Advanced $214,804 this year, +76% on 2025
Cobalt Wharf
Cobalt Wharf LLC, waterfront land in Door County, WI. 19 acres, entitled for 30 slips, bought 2021. Estimated value $6.8M.
Owed to the trust$2,706,200Advanced 2026$477,269Advanced 2025$294,635Advanced $477,269 this year, +62% on 2025
Halden Ridge Ranch
Halden Ridge Ranch LLC, ranch in Gallatin County, MT. 2,400 acres, working cattle, bought 2016. Estimated value $18.2M.
Owed to the trust$5,161,094Advanced 2026$845,556Advanced 2025$272,369Advanced $845,556 this year, +210% on 2025
Aircraft (N417WF)
Wrenfield Aviation LLC, aircraft in Waukegan, IL. Midsize jet, managed charter, bought 2020. Estimated value $9.4M.
Owed to the trust$4,297,615Advanced 2026$186,196Advanced 2025$412,266Advanced $186,196 this year, −55% on 2025
Direct investments
Wrenfield Ventures LLC, holding company in Chicago, IL. 7 direct positions, bought 2013. Estimated value $17.5M.
Owed to the trust$5,356,695Advanced 2026$260,344Advanced 2025$209,604Advanced $260,344 this year, +24% on 2025
All companies
The total owed ties to the Due From balance on the balance sheet. How much has the trust advanced to Halden Ridge Ranch LLC this year?
Owed to the trust$62,057,182Advanced 2026$2,729,512Advanced 2025$2,770,977Homes
Two · at cost and upkeepLake Forest Residence
Lake Forest, IL. Primary residence, 6.2 acres. Estimated value $14.8M.
At cost$11,900,000Upkeep 2026$160,510Upkeep 2025$171,931Menorca Home
Ciutadella, Menorca, Spain. Seasonal residence. Estimated value $7.9M.
At cost$6,350,000Upkeep 2026$30,455Upkeep 2025$31,778
Upkeep is repairs and maintenance posted to each home. Estimated values are not ledger figures.