Owner.One Releases Global Report on Family Wealth Transfer Risk for High-Net-Worth Families - PR.com

New Products

Summary

Owner.One released a global report on wealth transfer risk for high-net-worth families. The study surveyed 13,500 respondents across 29 countries and found that most families lose part of their wealth during succession because they lack structured documentation and planning infrastructure. It also found strong interest in digital tools such as encrypted vaults, readiness checklists, and event-triggered access features. Owner.One said its platform helps families organize, control, and automate wealth documentation without replacing legal tools.

Classifications

industries
Fintech & Banking
applications
Data Management

AskAI Classifications

Labels
WealthTech SaaS Data Management Software

Linked Companies

Owner.One
$1M to $5M