heritage partners

U.S.-Style Documentation & Safekeeping System

Based on document retention and access control protocols commonly used by U.S. family offices and law firms, this system is designed to clearly structure both the existence of assets and how they can be accessed.

Organized identification and classification of asset information
Separate and secure handling of access rights and procedural details
Encryption-based storage framework
Clearly defined transfer protocols for unforeseen circumstances
Improved record transparency to help prevent inheritance disputes

We do not hold or manage the assets themselves.
We securely maintain the map that allows them to be located and accessed.

When you hold multiple properties in Korea, equity in privately held foreign companies, and overseas financial accounts—

you are often the only person who knows where these assets are and how to access them.

In the event of incapacity or death, it is common for family members to be unaware of the assets’ existence or unable to access them, leading to disputes.

This is not a matter of scale. It is a matter of documentation.

We provide a family office–style asset record management service that integrates and preserves information on the existence and access pathways of financial, non-financial, and digital assets.

U.S. Law Firm–Standard Asset Record Management System

Led by a U.S. Attorney with Over 20 Years of Experience

U.S.-Style Documentation & Safekeeping System

The more assets you have, the easier they are to lose without proper records.