Toolkit

Take advantage of expert-level guides, analysis, and other content for you and your family. It will help you assess key challenges in safeguarding family wealth and preparing it for trasit from you to your family

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.

Crash Test For Family Capital

What happens if you can no longer act? In 81.63% of cases, your family won’t have all the data needed to fully take over assets. Crash-test how much they’ll manage to preserve

Assets Data Repositories And Wealth Transit

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 transit issues and changes the state of affairs

Penguin Analytics

The global research about risks of assets and capital preservation and transit. Based on the survey of 13 500 families with $3M to $99M in assets from 18 countries

Penguin Analytics shortcuts

An executive summary of global research on the risks associated with asset preservation, capital protection, and transit

Capital Founders Global Survey

Take part in the Owner.One global research survey on risks in assets and capital preservation and transit

Global Survey for Capital Founders' Spouses

Take part in the Owner.One global research survey on risks in assets and capital preservation and transit

Global Survey for Capital Founders' Kids

Take part in the Owner.One global research survey on risks in assets and capital preservation and transit