Total Assets
11
Assets & Accounts
Manage and track all your family's financial and personal assets
Total Liabilities
3
Categories
11of 12 populated
Asset Categories
Digital Assets
Intellectual Property, Digital Assets
- Assets:
- 1
- Total Value:
- +$900,000
Financial Accounts
Investments, Bank accounts, Retirement Accounts, College Savings
- Assets:
- 1
- Total Value:
- +$42,000
Inventory
Business inventory and fixtures
- Assets:
- 1
- Total Value:
- +$400,000
Operational Property
Vehicles, Boats/Yacht, Equipment/Machinery, Appliances/Gear
- Assets:
- 1
- Total Value:
- +$35,000
Ownership Interests
Business and Franchise ownership
- Assets:
- 1
- Total Value:
- +$350,000
Personal Property
Jewelry, Precious Metals, Collectibles, Pets/Animals, Art, Furniture
- Assets:
- 2
- Total Value:
- +$35,000
Real Estate
Property and Real Estate holdings
- Assets:
- 3
- Total Value:
- +$7,400,000
Recurring Income
Royalties and recurring income streams
- Assets:
- 1
- Total Value:
- +$1,000,000
Liability Categories
Getting Started with Asset Management
What to include:
- • All valuable personal property over $1,000
- • Real estate and investment properties
- • Bank and investment accounts
- • Insurance policies and coverage
Best practices:
- • Keep documentation and receipts
- • Update valuations annually
- • Include detailed descriptions
- • Note ownership and beneficiaries