Assets & Attributes

Structured information is more valuable than raw documents. Owner.One lets you describe assets in a way that makes them discoverable, understandable, and transferable — even across generations.Each asset is stored with rich attributes, customizable templates, and blind-access permissions, ensuring your data stays current and usable at the right moment.

Structured asset data in one place

Fast Track to quickly create an overview

Add details gradually or delegate input

Data completeness defines readiness for transit

Stored securely in your private repository

What It Does

Use the templates to record information about your assets, including finances, real estate, shares, companies, watches, jewelry, and more — over 40 types available.

The attributes of assets are structured so that with each additional one, you increase your family’s chances of locating and taking ownership of the assets as comfortably as possible.

Information is more important than documents. With up-to-date information, your family members have a better chance of finding assets and taking ownership than if they only had sketchy documents. You can also store documents, but this is more for your convenience.

Grant limited access to a manager, assistant, or family office to add information. They will do it blindly — only seeing what they contribute.

Maintain up-to-date information about your assets, ownership continuity, and the history of your family’s wealth. This will help you prepare for Know Your Customer (KYC) procedures and create a Source of Wealth Essay (SoWE).

Owner.One eliminates the information asymmetry between you and your family, doing it not earlier or later, but just-in-time.

How It Works

All asset templates are structured to meet KYC requirements and ensure successful transit.Start with Fast Track: enter key data and get an instant asset overview on your dashboard.You can add details later — either manually or by delegating input via a blind link to an assistant.Assistants see only the assigned fields and never access the system.Each asset receives a Transit Index, reflecting its readiness for transfer.The higher the index, the lower the risk.Templates include everything essential — no guesswork needed.

What It Solves

Helps your family locate and claim assets in your absence
Removes dependency on document folders and memory
Allows safe delegation without exposing sensitive details
Keeps your asset map always current, complete, and accessible at the right time

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