Your Entire Legacy, Secured. One Vault for Every Document, Asset, and Decision.
Your legacy isn’t only numbers. It’s deeds, trust instruments, real estate agreements, insurance policies, and the documentation behind every unique asset you own. For UHNWIs with $25M+ portfolios, securing and orchestrating that documentation is as critical as tracking the assets themselves.
The Risk Hiding in Your Filing Cabinet
Critical documents live in a dozen places: a safe deposit box, your attorney’s server, your accountant’s portal, your assistant’s drive, an old email attachment. When you need a specific valuation, trust amendment, or aircraft maintenance record, finding it takes hours. In an emergency, it could take days you don’t have.
What EtonAlpha™ Delivers
- The Features: Bank-grade encryption and zero-knowledge architecture for every document. Direct linkage between documents and the live assets they govern — your art appraisal sits beside the art’s current valuation, your trust instrument beside the assets it holds. Automated reminders for appraisals, policy renewals, and filing deadlines. Granular access controls for advisors, family members, and trustees. Built on the same secure infrastructure trusted by family offices managing $1.3 trillion.
- The Time You Get Back: The hours each month spent locating, requesting, and forwarding documents to your team, eliminated. Estate-planning reviews that used to require weeks of document gathering become same-day exercises.
- The Benefits That Compound: Ironclad security on every sensitive document. Real-time valuations across all assets, including unique collectibles, aircraft, and real estate. Instant access from anywhere in the world. The peace of mind that comes from knowing your entire legacy, financial and physical, is consolidated, secure, and under your command.
What Comparable Security Costs
Enterprise-grade document management with this level of integration typically requires $100K–$300K in custom build-out plus annual licensing.
EtonAlpha™ includes it as standard, within a single annual fee of $25K – $125K.
Your assets, your documents, and your control, in one secure vault.
