Asset Inventory Workspace
A live inventory of every asset the family controls. Cash, public, private, real assets, and the people responsible. Updated as statements come in and reconciled at year-end.
What's in this Space
- Asset Inventory — every account, position, and asset.
- Asset Categorization Guide — how the family classifies assets.
- Net Worth Snapshot — the periodic rollup.
What it's good for
- Family office managers running a balance-sheet view of the family.
- Spouses or successors needing visibility into the family's assets.
- Tax preparation and estate planning that needs a comprehensive snapshot.
How to get started
- Click Use Template.
- Open Setup Guide.
- Add your first 5–10 assets to Asset Inventory.