Key features for High Net Worth families

Gain a real-time understanding of your family's holistic wealth position
HeirWealth gives you a consolidated view of your wealth so you, your family and trusted advisers clearly understand where assets are held, their value, and how to access them - when the time is right.

Visibility across all your assets, from investments to prized collections
Unparalleled visibility across any sector, geography, currency, and asset type. Access automatic daily valuations from over 20,000 financial institutions globally and assets from all major stock exchanges, cryptocurrencies, regional managed funds, commodities, and currencies.

Build a document library that brings you comfort
Organise and securely store all of your important wealth documents in the one place, so you never have to go searching through shoeboxes or inboxes again!

Create an Expression of Wish and bring meaning to your legacy
Add to your legacy and bring meaning to your wishes by recording your intentions for the special people in your life.