FICTITIOUS DOCUMENT — FORGE DEMO ONLY · specimen data built for a product demonstration · no real family, firm, fund, bank, or person is depicted
Wrenfield Family Office · prepared by Linda Alvarez, Senior EA

Travel Dossier

Harrison & Peggy Ellencourt (+ small dog) · Montana → New York City → Connecticut
Sunday, July 26 – Thursday, July 30, 2026 · rendered Tue 2026-07-21, 7:27 PM
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Shellfish clash — the Oyster Club dinner. The Oyster Club at Cornell Row (OC-1180) is a raw-bar / oyster house; Peggy has a strict shellfish allergy — no exceptions. Whichever night this dinner lands (the night is itself unconfirmed — see the next flag), the allergy clash stands. (The standing preferences still name this as the "Monday" conflict.)
→ Decide before the trip: rebook this dinner, or get the kitchen to confirm in writing it can safely accommodate. Moving the day would not fix the allergy conflict.
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Two versions of the Oyster Club booking — confirm the night. Two confirmations carry the same number (OC-1180) but disagree on the night: the original reads Monday, Jul 27, 7:30 PM; an updated confirmation reads Wednesday, Jul 29, 7:30 PM (party of 2, main dining room, on both). The dossier shows the newest — Wednesday — below, but the move is not settled and Monday's slot has not been released.
→ Confirm which night is correct. Until you do, both nights are held live — the machine won't decide the move for you.
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Lunch day mismatch — Osteria Bellandi. The confirmation (OB-7744) says Tuesday, Jul 28, 1:00 PM (party of 6, James joining); the forwarded email chain calls it the "Monday" lunch.
→ Confirm the day. The confirmation is the booking of record — Tuesday.
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No room booked Wednesday night (Jul 29). The Ashmore checks out Wed Jul 29 by 12:00 PM, but the return flight isn't until Thu Jul 30, 08:15 — so the principals are still in New York Wednesday evening with no room, and no car is booked to reach Halsey Metropolitan (HLY) Thursday morning. (If the Oyster Club dinner is confirmed for Wednesday, they've a 7:30 PM dinner in the city that night too.)
→ Confirm where the principals stay Wed night and how they reach HLY on Thursday, or that a departure moved.
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Confirm flight seating — Blue Ridge Airways. BRA 218 (QX4T9P) assigns seats 2A (Harrison) and 2C (Peggy) but doesn't state which is the aisle and which is the window. Harrison needs an aisle (bad back); Peggy prefers a window.
→ Confirm the seats match — Harrison aisle, Peggy window — and reseat if not.
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Two driver names still to come. Crown (CRWN-7789) assigns the chauffeur day-of; Litchfield (LL-3042) texts the driver + plate the morning of Jul 30. Expected — nothing missing, just not in hand yet.

Standing preferences

Applies to every trip unless a booking overrides. Full file linked at the foot.

Harrison Ellencourt

  • Aisle seat, extra legroom (bad back)
  • No red-eye flights, ever
  • Wheels-up on time — stage early, dislikes ramp waiting
  • Front passenger seat in cars; minimal driver small talk
  • Black coffee ready at boarding (departure days)
  • Room high floor, away from elevator; hard 10:00 PM quiet

Peggy Ellencourt

  • Shellfish allergy — strict, no exceptions; flag every kitchen
  • Window seat
  • Travels with a small dog — pet-cleared aircraft + pet-friendly hotel
  • Two-bedroom suite; fresh flowers, no lilies
  • Herbal tea, not coffee; early riser
Both: two separate hotel bedrooms · family car only, never a shared/pool car · discretion — booked under "Ellencourt" / "Wrenfield," no full family name in public, no photos or social · standing gratuity & billing handled by the office.

Sunday

July 26, 2026 · travel day — Montana to New York
9:30 AMMDT · wheels-up
Private charterSilverline Air — Twin Pines Field (TWP) → Rutledge Field (RUF)
SLV-88213 · tail N728SL, super-midsize jet · Twin Pines Field (TWP), Elk Fork Ranch area, Montana → Rutledge Field (RUF), NYC-area, NJ · arrives 3:10 PM EDT · Harrison, Peggy + small dog (pet-cleared cabin confirmed) · light lunch service.
Wheels-up no later than 9:30 MDT, staged early, no ramp holding — Silverline confirmed (Harrison) · black coffee at boarding · dog cleared to fly, confirmed by dispatch.
~3:20 PMEDT · on arrival
CarCrown Car & Livery — RUF pickup into NYC
CRWN-7789 · black SUV · meet on arrival at Rutledge Field (RUF), FBO / private arrivals · Harrison, Peggy + small dog · driver assigned day-of (to follow). Then as-directed sedan on call Sun Jul 26 → Wed Jul 29.
Front passenger seat kept clear, minimal conversation · family car only, no shared/pool.
from 3:00 PMEDT · check-in
HotelThe Ashmore — Manhattan (3 nights, Jul 26–29)
ASH-2026-55018 · Two-Bedroom Ashmore Suite — high floor, away from elevator · 2 guests + small dog (pet-friendly confirmed) · check-out Wed Jul 29 by 12:00 PM · registered under "Ellencourt."
Two separate bedrooms · herbal tea + black coffee in room · fresh flowers, no lilies · shellfish allergy noted for in-room dining.
8:00 PMEDT · dinner
DinnerMaison Verel
MV-5521 · under "Ellencourt" · party of 2 · held 15 min past booked time.
Kitchen advised of the strict shellfish allergy.

Monday

July 27, 2026 · New York
7:30 PMEDT · original night
Confirm night DinnerThe Oyster Club at Cornell Row — originally booked tonight
OC-1180 · under "Ellencourt" · party of 2 · main dining room · this is the original night. An updated confirmation (same number) moves the dinner to Wed Jul 29 — shown there below.
The move is unconfirmed. This slot is held pending your confirmation — it is not released and Monday evening is not declared open. Confirm which night is correct (see watch strip).
As-directed Crown car (CRWN-7789) remains on call.

Tuesday

July 28, 2026 · New York
1:00 PMEDT · lunch
Confirm day Working lunchOsteria Bellandi
OB-7744 · under "Wrenfield / Ellencourt" · party of 6 — James Ellencourt joins · quiet table requested, discretion appreciated.
Kitchen advised of the shellfish allergy.
Email chain called this "Monday" lunch; the confirmation says Tuesday — confirm the day (see watch strip).

Wednesday

July 29, 2026 · New York
by 12:00 PMEDT · check-out
HotelThe Ashmore — check-out
ASH-2026-55018 · as-directed NYC car coverage (CRWN-7789) also ends today.
Nothing is booked for tonight (Wed Jul 29), yet there's a 7:30 PM dinner in the city and the return flight isn't until Thursday morning — confirm Wednesday-night lodging (see watch strip).
7:30 PMEDT · dinner (newest)
Shellfish Confirm night DinnerThe Oyster Club at Cornell Row
OC-1180 · under "Ellencourt" · party of 2 · main dining room · menu centers on oysters, shellfish, and the raw bar · this is the updated confirmation's night (the original had it Mon Jul 27 — see Monday above).
Two things need you: (1) the night is unconfirmed — an update moved it here from Monday, but that move is not settled and Monday's slot still stands until you confirm; (2) either night runs against Peggy's strict shellfish allergy. Confirm the night and decide the dinner — see the watch strip.

Thursday

July 30, 2026 · travel day — New York to Connecticut
8:15 AMEDT · departs
Confirm seats FlightBlue Ridge Airways BRA 218 — Halsey Metropolitan (HLY) → Kettleford Regional (KTF)
PNR QX4T9P · First / Premium · Halsey Metropolitan (HLY), New York → Kettleford Regional (KTF), Connecticut · arrives 9:40 AM EDT · seats: Harrison 2A, Peggy 2C.
Booking assigns 2A / 2C but doesn't state which is aisle and which is window; Harrison needs an aisle, Peggy a window — confirm the seating matches (see watch strip).
9:50 AMEDT · on arrival
CarLitchfield Livery — KTF to Kettle Hollow compound
LL-3042 · black sedan · meet at Kettleford Regional (KTF), private / regional arrivals → Kettle Hollow compound · timed to BRA 218 (arr. 9:40) · driver + plate texted the morning of.
Front seat kept clear · family car only, no shared ride.
Billing: Wrenfield Family Office account, card ••••4417; standing gratuity handled by the office. · Standing preferences: PRINCIPAL-PREFERENCES.md.
A snapshot of the confirmations as of the render date — drop in an updated trip folder and re-run to rebuild it. This dossier flags what needs a decision; it never rebooks, resolves, or sends anything.