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 intergenerational transfer
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 Transfer
Review the Presentation about the Assets Data Repository to gain a detailed understanding of its functionality and benefits.
Family guide weathering the storm
Discover the Guide by Owner.One, based on insights from 13,500 families across 18 countries, in the largest global survey about risks of capital preservation and transfer.
Past and Present: 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.
Penguin Analytics
The global research about risks of assets and capital preservation and transfer. 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 transfer.
Capital Founders Global Survey
Take part in the Owner.One global research survey on risks in assets and capital preservation and transfer.
Global Survey for Capital Founders' Spouses
Take part in the Owner.One global research survey on risks in assets and capital preservation and transfer.
Global Survey for Capital Founders' Kids
Take part in the Owner.One global research survey on risks in assets and capital preservation and transfer.