Family Office Alliance
Map entrepreneurship and business development
Organise the facts, identify conditions and coordinate the appropriate professional review.
Family Source-of-wealth Services
Source of Wealth
Leave the next generation a documented wealth history.
Leave the next generation a documented wealth history.
Understand the service. Clarify conditions. Prepare the next step.
IS THIS YOUR SITUATION?
Leave the next generation a documented wealth history.
Build a timeline and evidence index across entrepreneurship, investment, gifts and inheritance, with an ongoing update process.
Organise ownership and investment evidence
Organise the facts, identify conditions and coordinate the appropriate professional review.
Coordinate inheritance, gifts and title-transfer documents
Organise the facts, identify conditions and coordinate the appropriate professional review.
SERVICE & DELIVERY
What we help organise
- 01Map entrepreneurship and business development
- 02Organise ownership and investment evidence
- 03Coordinate inheritance, gifts and title-transfer documents
- 04Build a long-term wealth archive and update process
Deliverable focus
A structured evidence directory, matters requiring verification and a proposed discussion pathway, with professional roles and execution conditions made clear.
YOUR NEXT ACTION
Prepare the facts
- Wealth history and asset overview
- Historical business and investment evidence
- Inheritance, gifts and material changes
Review the checklist before deciding whether to submit a request.
A CLEAR WORKING PROCESS
From evidence to an arrangement.
01
Identify
Clarify objectives, purpose and timing.
02
Document
Match rights, sources and records.
03
Assess
Review institution and professional requirements.
04
Coordinate
Define responsibilities, stages and ongoing records.
QUESTIONS FOR THIS SERVICE
Questions worth clarifying.
Service-specific answers on suitability, evidence, review and next steps.
Why is a current balance insufficient for SOW?
A balance shows today’s value; SOW explains how wealth developed. Map major stages such as business earnings, employment, investments, sales or inheritance, connecting dates, scale and supporting records into a coherent history.
How should long-term business wealth be organised?
Build a timeline of company formation, ownership changes, distributions and exits. Connect company and ownership records, financial information, dividend decisions or sale documents to personal wealth accumulation, distinguishing business income from capital gains.
How should investment and property wealth be presented?
Separate initial and additional capital, distributions, valuation changes and sale proceeds. Organise holding, transaction and settlement records, distinguishing paper valuations from realised income and cash actually available.
What matters for wealth passed from an earlier generation?
Identify the original wealth holder, basis of entitlement, transfer or inheritance process and receipt records. Agree the necessary look-back scope based on facts and institutional requirements, using trust, estate or gift records to explain relationships and present rights.
Can a wealth history be reviewed when old records are missing?
Begin with a factual timeline, evidence gaps and recoverable documents. Seek supporting records from companies, accountants, banks or registries. Clearly distinguish unverified items; a compiled narrative does not replace independent evidence.
Must SOW cover every small transaction?
Preparation generally focuses on major sources and material changes, with depth determined by risk, history and institutional requirements. Establish the overall picture first, then identify events needing stronger support so document volume does not obscure the key facts.
How does a wealth-history archive support succession?
Link source evidence to current ownership, structures and governance, with access permissions and update responsibilities. This helps the next generation understand wealth and responsibility, while inheritance, tax and distribution arrangements require their own professional review.
Does an SOW file need ongoing updates?
Review the archive after material sales, business distributions, inheritance, new assets or structural changes. Retain dates and versions and connect new wealth events to funding records, supporting future banking reviews and family handovers.
SIX TOPICS · OFFICIAL UPDATES
Stay informed as your wealth moves forward.
Official updates, publication dates and translated briefings.
Connecting to official sources…