The new normal:
private family infrastructure
Who holds a monopoly on your wealth data? Not you.
Service providers lock-ups
Gaps in ownership continuity
Limits of legacy structures
Single-person dependency
You shift your family’s future solely onto service providers. But is that a solid infrastructure for the task?
Service providers vs. Ownership model
of heirs plan to drop their parents' family office. Reason? No digital services
By 2045,
$35.8
trillion – value of cross-border assets in GWT
$18.4
of families face asset transferability issues
70%
of families hold multiple citizenships
75%
Why now, not later
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.
GWT reverses how families govern their wealth
Families and assets in diverse locations and structures
Most wealth was made in one generation. There are no ready-made rails to transfer it. What hinders it and why?
Cross-border compliance tightening
Control de facto "understood" but rarely documented
There’s no unsolvable problem
Only the old configuration
What worked 10 years ago is now irrelevant.
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 information. How?
Asset 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.
Legal rights transfer
3.
Sync asset data transfer with the transfer of legal rights in any jurisdiction where you and family members hold assets and citizenships.
Private family infrastructure
Many wealthy families already build and own it, so their children don’t bear the risk if service providers fail.
Repository of asset date and rights transfer
No need to replace what you already have. Just move it into a single digital infrastructure that you own, not service providers.
Roles
Assign everyone who touches your assets a role to keep it in order
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
Your time is your main asset. 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" mechanism for exactly that.
Manageable
You work with different lawyers, advisors, and managers. Different messengers, inconsistent reporting, scattered emails, and calls. 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.
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. Owner.One has zero access to it.
Move quietly
Avoid unwanted attention to your wealth. Control when to disclose it 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.
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.
We analyzed how they're preparing for the Great Wealth Transfer. See where you stand.
© 2026 Owner.One, Inc.
All rights reserved.
All rights reserved.
