
Asset Data Inventory
Your data is protected, structured, relevant, and exclusively under your control
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At the moment of transition, they don’t have complete information about each asset.
Even with perfect accounting, there’s a critical risk: the information might not reach the people it was intended for.
The family may not know what assets exist, where they are, how to access them, or where to find the documents.
With Owner.One, you set once what should be transmitted, to whom, and under what conditions.
The system independently tracks the conditions and performs the transfer of information according to a predefined scenario.
It uses triggers — simple, clear conditions that automatically activate the data transfer.
This protects against the most serious threat: data loss and inaccessibility for your loved ones and successors.
Information loses its value if it doesn’t reach the people it was meant for.
In an unexpected event, the family may lose access to assets — even without knowing they exist.
Estimates show: up to 90% of capital information disappears if the owner hasn’t prepared a transfer process in advance.
The owner knows what exists, where it’s stored, and who should receive it.
The family has no access and cannot retrieve this knowledge.
As a result, the family has no access to the data or the ownership logic — and therefore cannot claim their rights.
1
Eliminates the risk of data loss or inaccessibility for the family
2
Structures your data in a protected environment
3
Stores information securely with encryption and backup
4
Triggers launch data transfer automatically — at the right moment, and to the right people
5
No intermediaries or external control
6
Owner.One cannot view the contents of the transmitted data
Step 1
Asset accounting
The owner adds information using 30+ ready-made templates or delegates entry via a secure blind-access link.
Step 2
Transfer readiness
Each asset displays a Transit Index — a readiness level based on data completeness.
Step 3
Recipient assignment
You, as the Capital Founder, assign Family Members who will receive access to the assets.
Step 4
Condition setup
Transfers are triggered by events, dates, or periods of inactivity.
Each scenario can be tested before activation.
Step 5
Secure transmission
Information is delivered only to those it’s meant for.
Only the assigned recipient will be able to access it.
Details about encryption and protocols are available in the Security section.
The transmission from Capital Founder to Family Member excludes any possibility of interference or data leakage.
Self-managed
Advisors & Managers
Owner.one
Access control
On-request data transfer
Requires approval
Data security
Controlled by third parties
Independence from third parties
Transparent pricing
High risk
Timely data transfer
Risk minimization
High risk
Depends on others
Automated
Your data is protected, structured, relevant, and exclusively under your control
Your family receives actionable, complete asset data — automatically
Your heirs receive legal rights to assets, sealed and verified
Asset Attributes
Transit Index
Unlimited Family Members
And more