Try iown
Value, not a feature list

High-stake decisions.
With eyes open.

Everyone sees trees. Few people see the forest — personal and business, past and next move, across countries.
iown does not sell a jurisdiction or a product. It gives each desk an independent picture, then you choose the humans.

01Founders, families & private clients

Founders · business owners · private clients · investors

Clarity, independence and control.

Own the picture of both personal and business worlds. See what a move would do before you depend on whoever is in the room.

Explore this work
  • IndependenceUse your data directly. Check an idea without waiting for the next advisor cycle — or a change of team.
  • Preview the decisionModel a reorganization, distribution or liquidity event while it is still a question, not a filing.
  • Helicopter viewPersonal and company structures together — past, present and the version you are considering.
  • Ready for the next generationA living record heirs can read, instead of knowledge that leaves with the last person who understood it.
02Family offices

Single and multi-family offices

Remove blind spots. See the impact first.

A control picture of where things stand and what a scenario would do to wealth and tax — without the urgency of a last-minute pack.

Explore this work
  • One living pictureNot a chain of spreadsheets and slides. A record of the structure and why it looks this way.
  • Verify outside adviceTest incoming opinions against the same facts. Less dependence on conflicting views.
  • Health checksSee mismatches, residency shifts and reporting questions across jurisdictions while they are still open issues.
  • ContinuityKnowledge that survives staff rotation and family role changes — including KYC and source-of-wealth reconstructions.
03Corporates & multinationals

Group tax · treasury · legal · corporate development

Eyes open on the next group move.

Reorganizations, financing and NewCos against a maintained record — so timing, treaties and substance are visible before the board pack.

Explore this work
  • The forest, not the treesHolding, operating and financing pieces in one model, including how they interact over time.
  • Consequences across bordersResidence, treaty and intra-group questions in the same picture as the legal forms and regimes.
  • Fewer expensive surprisesDetect mismatches and reporting issues before a step is irreversible.
  • A shared factual basisIn-house teams and external counsel look at the same structure, not parallel reconstructions.
04Private banks & asset managers

Private banking · wealth planning · asset management

Plan with the client’s whole wealth.

A digital bridge between what you hold and what sits off-bank. Planning conversations that stay relevant after the next generation.

Explore this work
  • Planning without a tax bottleneckOffer a consistent cross-border picture without needing deep tax expertise on every desk.
  • Stronger engagementWalk ownership and value flows in the room. Long-term conversations, not a custody statement.
  • Next generationStay in the picture after a transfer. Succession logic the next generation can actually see.
  • The tax reality of the bookUnderstand WHT, reporting and liquidity in the client’s actual structure — not a model portfolio in isolation.
05Law firms & tax advisors

Tax · private client · corporate · international

More judgment. Less waste.

One factual model for the matter. Senior time on structuring and sign-off — not on rebuilding charts and memos from fragments.

Explore this work
  • One source of truthEntities, ownership, assets, loans and flows as a single clean model the team can share.
  • Defensible consistencyFewer contradictions across offices and jurisdictions. Assumptions stay attached to the picture.
  • AI with human controlDeep analysis without iown taking the opinion. You remain responsible for conclusions and sign-off.
  • Institutional memoryNew teams inherit context and risk discussions. Junior work happens under a visible structure, not a blank page.
06Trustees & administrators

Trustees · CSPs · company administrators

Show preparedness, not a file pile.

A dynamic model of entities, ownership, assets and flows — for administration today and planning conversations tomorrow.

Explore this work
  • The whole picture for the clientBanked and off-bank assets, relationships and history in one place counterparties can follow.
  • Test the advice that arrivesSee whether an external view aligns with the record you actually administer.
  • Compliance from the same modelKYC and source-of-wealth from a structured history, not a scramble through correspondence.
  • Wider offeringsHealth checks, succession readiness and scenario workshops — without pretending to replace counsel.
Independent by design

One picture.
Then the right people.

iown does not sell a jurisdiction or a product. It gives each desk the same independent view — then you choose who signs it off.