The Great Family Wealth Transfer
Service Providers vs. Private Infrastructure
Service providers lock-ups
Gaps in ownership continuity
Transfer blocks
Family asset loss
trillion will change hands within wealthy families*
$35.8
trillion in cross-border assets
$18.4
of families face asset transferability blocks
70%
of families hold multiple citizenships
75%
Why now
The Great Wealth Transfer (GWT) triggers the largest move of wealth in history.
*Source: Penguin Analytics by Owner.One, Navigating the Future of Inheritance by Euroclear.
Your family depends on service providers to access your wealth. Can this be changed?
Service providers vs.
Private family infrastructure
Private family infrastructure
GWT roadblocks
Your assets are in 3+ countries
Traditional transfer rails were built for a world of paper, single jurisdictions, and one-citizenship families.
Your family members have 2+ citizenships
Your wealth data is unprepared for the digital world
It’s not an unsolvable problem
Just the old configuration
What worked 10 years ago no longer helps.
One key person is not control – it’s dependency
Rules and tech changed. Your wealth didn't
Global assets, but no single access point
Implicit control: "The advisor knows what to do"
A single source of truth
Regain monopoly over your asset data in the digital world. How?
Asset Data Inventory
1.
Your family can preserve your capital if they receive all data in time. Maintain a complete, structured record of every asset.
Asset Data Transfer
2.
Control when and how asset information is accessed. Use predefined triggers and algorithms for it.
Asset Rights Transfer
3.
Sync asset data transfer with the transfer of legal rights in any jurisdiction where you hold assets.
Private family infrastructure
Many wealthy families already have it, so their children don’t depend on service providers.
Repository of asset data and rights transfer
No need to replace all service providers. Just connect them to your private digital infrastructure.
Knowledge
Get your wealth in full view. Be confident your family will have it too.
Access
Set rules and triggers to give family access to what you've built
Critical elements
The essential information, protected and structured
Fast
Delegate the mundane tasks to assistants. Set deadlines, prioritize what matters, and finish in days what would otherwise take months of your time.
Discreet
You either don't want to - or can't - share all the details about your assets with your family today. But tomorrow? Repository gives you a "just-in-time" tool for that.
Manageable
You work with different lawyers, advisors, and managers. Sync and control everything from a single infrastructure.
Confidentiality
Every file, contact, and detail is encrypted on your device. You decide who gets access, when, and how.
Family wealth is a private and delicate matter. Our privacy principles ensure that it stays that way.
Built for trust
Be the owner
Most services lock you in. You need their "yes" for everything. Owner.One is permissionless. Direct access to what's yours, 24/7
Your data – your property
Your data stays on your own secure server. It's legally yours, like private property.
Move quietly
Control when to disclose wealth data to your family members.
FAQ
It's a Repository of Asset Data and Rights Transfer. Capital founders use it to preserve assets for their families. If something happens, Owner.One ensures two things:
1) Their families get accurate information about all assets, and
2) Their will is executed exactly as planned with no delays.
1) Their families get accurate information about all assets, and
2) Their will is executed exactly as planned with no delays.
Because we personally faced challenges organizing wealth data across multiple countries, family offices, and advisors. The process was complex, expensive, and inefficient. We saw how technology could make it radically better.
Yes. The day-to-day management tools help you organize advisors, documents, and tasks while you're actively involved with your wealth - not just planning for some distant future.
You can organize asset data and documents, store them on your own secure server, set trigger-based algorithms for family access, prepare for KYC/KYT checks, create your Source of Wealth Essay, and draft an International Will enforceable in 169 countries.
Your advisors manage your wealth. Owner.One gives you the infrastructure to govern it. They remain in their roles but now inside a system you control and own, with no single-person dependencies and full visibility.
Benchmark against your league
We surveyed 13,500 families with $3M–$100M in assets. We analyzed how they're preparing for the Great Wealth Transfer. See where you stand.
Get analytics
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