Asset Mapping\u2122
Asset Mapping is the foundation of every legacy. We document every property, business interest, vehicle, collection, investment, policy and digital account in one verified register \u2014 so your family is never left guessing.
Overview
Across a long, successful life, assets accumulate quietly — properties bought, businesses sold, vehicles inherited, accounts opened, policies upgraded, collections grown. Almost no family has them written down in one place.
When something happens — illness, death, or simply the right time to plan — your spouse, your children or your executor inherit a treasure hunt. Asset Mapping prevents that. Quietly, methodically, and in confidence.
Where We Help
Every parcel, deed, lease, easement and improvement — documented and verified.
Shareholdings, trust deeds, partnership agreements and operating company structures.
Cars, art, watches, wine and personal collections — catalogued and valued.
Accounts, super, policies and recurring obligations in one secure index.
Domains, online accounts, social profiles, crypto and password legacy.
Identity documents, certificates, contracts and the records that matter.
Real property and titles. Business interests, shareholdings and trusts. Bank, investment and superannuation accounts. Life insurance, income protection and key person policies. Vehicles — daily, classic and collector. Art, jewellery, watches, wine and collectables. Digital assets, passwords, domains and cryptocurrencies. Recurring subscriptions and memberships. Loans, guarantees and liabilities. Personal effects of meaning.
It begins with a private discovery conversation, then a structured on-site walkthrough at your home, office or storage. Documents are gathered, verified, and indexed. Valuations are commissioned where appropriate. The result is a master Family Asset Register — delivered as a printed dossier and stored securely in your Legacy Vault.
Business owners, professionals, retirees and second-generation families with $1M–$20M in assets. Particularly families with multiple properties, an operating business, classic or collector vehicles, art, or significant digital holdings.
Common Questions
Most families complete a full register inside four to eight weeks. Smaller estates can finish in two; large business and collection portfolios may take longer.
Engagements are by appointment only and bound by confidentiality. All documents are stored in your private Legacy Vault and shared only with whom you choose.
No. Asset Mapping sits alongside your existing advisers. We provide the organised foundation they need to do better work — and your family needs when the time comes.
Asset Mapping engagements begin at $5,000 and scale with complexity. The investment is fixed and disclosed before any work begins.
Next Step
A 90-minute private session to scope your family's register. The investment is credited toward your engagement.
Book a Private Consultation