No need to ask ChatGPT or Google
when you have it
A private family infrastructure answers all your questions about the Great Wealth Transfer
Asset data inventory
Asset data transfer
Legal rights transfer
You shift your family’s future onto lawyers, bankers, and your family office. They’re the service providers, not the infrastructure.
Service providers vs. Ownership
trillion will change hands within wealthy families*
By 2045,
$35.8
trillion – value of cross-border assets in GWT
$18.4
of families face asset transferability issues
70%
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
Most wealth was made in one generation. There are no ready-made rails to transfer it. What hinders it and why?
Cross-border compliance
Undocumented control
Not an unsolvable problem
Just the old configuration
What protected family assets previously now creates problems
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.
Asset data transfer
2.
Control when and how asset information is accessed.
Legal rights transfer
3.
Sync asset data transfer with the transfer of legal rights.
Private family infrastructure
Many wealthy families already have it, so their children don’t bear the risk from service providers' actions or inactions.
Repository of asset data and rights transfer
A single digital infrastructure that you own, not the 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
Efficient
Your time is your main asset. Delegate the mundane tasks to assistants. 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 that.
Manageable
You work with different lawyers, bankers, and managers. Sync and control everything from a single infrastructure.
FAQ
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It took years to build your wealth. We don't expect you to decide how to protect it in 15 minutes.
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