Family AssetIQ
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Your wealth manager handles your financial portfolio. But the real estate, the art, the jewelry, the heirlooms — your physical portfolio — has no manager at all. Until now.
Family AssetIQ delivers always-on intelligence that documents, values, and protects everything your family owns — surfacing risks, tracking opportunities, and keeping your legacy ready for the next generation.
Your FamilyAssetIQ
Access your family’s complete asset intelligence.
Private and always protected.
Hold up any item. The camera identifies it, values it, and captures its story. Assets documented in minutes.
Values update in real time. Risks surface before they become problems.
Assign heirs, flag gaps, and walk into your attorney’s office with a report they’ve never seen. Legacy, organized.
Just talk to it. Hold up any item and Family AssetIQ identifies it, values it, and asks the questions that capture its story — where it came from, what it means to you, what it’s worth.
● Bracelet identifiedEngraved 14k yellow-gold bangle. Clear enough to start a record.
Family AssetIQ watches your assets the way a family office would — valuing in real time, flagging risk, and surfacing opportunities before you think to ask.
Your Birkin 35 Niloticus is now $92k–$110k, up from $68k at cataloging. Insured at $22k — significantly underprotected.
Handbags are collectibles — 28% federal rate. Est. gain $68k–$86k on a sale.
Assign who inherits each piece. Heirs see only what is designated to them. One tap produces the report your attorney has never seen a client walk in with.
3 high-value items may sit outside the family trust.
🔒 Heirs see only what you designate — nothing more.
Family AssetIQ is built on bank-level security — private by design, so nothing about your family’s wealth leaves your control.
Document, value, protect, and pass on — all in one intelligent platform.
Family Setup
You will become the protected Household Owner. You control invitations, permissions, and future ownership transfer.
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Market data
Relative performance
Market News
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Holdings
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AI status
Family AssetIQ Invitation
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