Archive

Asset Documentation & Safekeeping

 

A core service that structures and securely preserves both the existence of your assets and the pathways to access them. It consolidates and records domestic real estate, financial assets, corporate equity, overseas assets, and relevant family information into a single system, with ongoing annual management.

What is recorded?

Asset Structure


  • Real estate (residential, commercial, land)
  • Financial accounts and deposits
  • Investment and insurance assets
  • Private company equity
  • Cash, precious metals, artwork, and other assets

Overseas Assets


  • Overseas real estate (residential, commercial, land)
  • Overseas financial accounts and deposits
  • Overseas trusts, pensions, and Investment/insurance assets
  • Equity in overseas entities
  • Overseas cryptocurrency holdings

Family and Access Information


  • Statutory heir structure
  • Family members residing abroad
  • Access pathways for each asset
  • Secure storage of key documents
  • Contingency transfer protocols

Core Value

What Archive Provides


  1. Asset inventory creation — Organizes all domestic and international assets into a single structured framework

  2. Preservation of access pathways — Separately records access methods and procedures for each asset

  3. Annual updates — Maintains records in current form by reflecting changes in assets

  4. Contingency transfer design — Establishes predefined protocols to enable family members to access assets when needed


We do not manage assets or provide investment advice. Our scope is limited to documenting and preserving the existence of assets and their access structures.

Service Process

1

Asset Overview Assessment


Based on the Diagnostic report or initial consultation, the full scope of your assets is identified.

2

Inventory Build-Out

Asset-specific identification details, locations, and access pathways are structured and recorded.

3

Contingency Transfer Protocol Design

A predefined framework is established to enable family members to access assets in the event of unforeseen circumstances.

4

Annual Maintenance


Records are updated at least once a year to reflect changes in asset status.

If Step 1: Diagnostic (inheritance risk assessment) has been completed, the Archive process can proceed directly based on the resulting report.

Following Archive implementation, clients may transition to Step 3: Legacy for services such as will drafting, trust structuring, and cross-border asset transfer where required.


Domestic Asset–Focused


Archive Standard


$----- / year ~


Record management focused on domestic asset structures, including real estate, financial assets, and corporate equity.


Including Overseas Assets

Archive Global

$----- / year ~


Integrated management of both domestic and international assets, including overseas real estate, financial accounts, and corporate equity.

Would you like to discuss asset record and safekeeping in confidence?


All consultations are conducted on a strictly confidential basis.
There is no need to disclose asset size or detailed information during the initial consultation.


All consultations begin with a confidential phone call with the managing attorney.