Family AssetIQ
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You have two financial portfolios.
Only one of them is being managed.
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.
$4.36M
△Fix relocation insurance gapNow
◷Appraise Cartier braceletSoon
▲Birkin hit sell targetNew
Your Family AssetIQ
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Access your family’s complete asset intelligence.
New to Family AssetIQ?
Private and always protected.
How Family AssetIQ works.
Talk & capture
Hold up any item. The camera identifies it, values it, and captures its story. Assets documented in minutes.
Intelligence That Never Stops
Values update in real time. Risks surface before they become problems.
Protected and ready to pass on
Assign heirs, flag gaps, and walk into your attorney’s office with a report they’ve never seen. Legacy, organized.
01 Talk & capture
Cataloging that feels like a conversation
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.
- Voice-led onboarding — effortless from the first item
- Stories and provenance saved with every piece
- Replaces spreadsheets with real organization and intelligence
9:415G
FamilyAssetIQWelcome
Quinn is speaking
“Hello, Catherine. I’m Quinn, your Family AssetIQ guide. I’ll help you document, value, and protect everything your family owns. Ready to begin?”
Let’s get started
9:415G
Add from photos
9:415G
Photo review● Bracelet identified
Here’s your photo
● Bracelet identifiedQuinnGold bangle bracelet
Engraved 14k yellow-gold bangle. Clear enough to start a record.
RetakeContinue
02 Value, risk & action
Knowing what matters, before you have to ask
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.
- Valuations updated continuously on live market data
- Always-on insurance and coverage-gap scanning
- Opportunity Tracker watching markets 24/7
- FAIQ Council — your on-call expert team for wealth, tax, insurance, estate, security and more.
WealthTaxInsuranceEstateSecurity
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.
03 Legacy & inheritance
Legacy, already organized
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.
- Per-asset beneficiary designations
- Trust and estate gaps flagged the moment they emerge
- Scoped heir access with the stories attached
- Executor-ready inheritance reports
⚖
Trust review flagged
3 high-value items may sit outside the family trust.
🔒 Heirs see only what you designate — nothing more.
04 Security
Your family’s intelligence. Intelligently secure.
Family AssetIQ is built on bank-level security — private by design, so nothing about your family’s wealth leaves your control.
- End-to-end encryption
- You control every access and permission
- Your data is yours — never monetized, never sold
Bank-level security
End-to-end encryptedYour vault is sealed — only you hold the key
AES-256TLS 1.3SOC 2 Type II
CH
Catherine HarrisonOwner · full access
DH
David HarrisonSpouse · full access
MG
MeganHeir · scoped access
🔒 Your data is yours — never monetized, never sold.
The intelligence your family’s wealth has always needed. Finally.
Document, value, protect, and pass on — all in one intelligent platform.
