Documents & Templates

Documents and working files used to explain, formalize, or communicate your capital transfer logic — internally or externally. Ready-to-use formats for real cases.

Wealthy families’ capital losses

Why do both planned and unplanned transfers of family assets fail? Get our presentation from an invite-only event for capital founders. Find how Owner.One acts as a firewall protecting families, their assets, and lifestyle

Source of Wealth Essay Template

Download our Source of Wealth Essay template—trusted by over 800 wealth owners—to clearly present the story behind your capital to banks and family members

Assets Data Repositories And Wealth Transfer

Review the Presentation about the Assets Data Repository to gain a detailed understanding of its functionality and benefits.

Family guide weathering the storm

The Guide compile opinions and life hacks shared by our clients.These practices helped wealthy families with assets of up to $100 million in preserving and transferring their capital among family members.

As Was & As Is: Preventing Capital Loss in Transfers

Explore how Owner.One, the first assets data repository, addresses common capital transfer issues and changes the state of affairs

Explore Other Resources

Yan’s Notes

Research & Analytics

Capital Surveys

Blog