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Yan’s Notes32
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Legend

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Start using

Yan’s Notes32
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Game over

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Yan from Owner.One

What if a wealthy capital owner suddenly becomes incapacitated? In 90% of cases, they haven’t shared any information about their wealth with family. Assets like accounts, safe deposit boxes, brokers, companies, debts, credits, partners, bonds, real estate, stocks, key contacts, proxies, funds, and investments may be lost or become costly to access. Much of the family’s wealth remains unknown. In families worth up to $100 million, 31% to 73% of assets are lost during the transition — a percentage increasing over the past 30 years. Since the 1990s, information has become more valuable than documents, making information asymmetry and capital loss dramatically worse. Without complete information, accessing assets becomes impossible, even if documents can be reconstructed digitally. By 2024, 48% of capital owners believed their families couldn’t access their assets due to lack of information, and 23.7% were willing to forfeit up to 25% of their wealth to ensure the rest reaches their family.

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