Addepar
Full guide availableWealth management platform with 300+ entity attributes and complex ownership hierarchies, used by financial advisers and family offices worldwide.
What you can do with Addepar + INHERIT
Export Addepar's rich entity hierarchy — ownership percentages, position data, and 300+ attributes — into INHERIT's asset and organisation schemas for estate planning use.
This means you can:- Provide estate attorneys with structured asset data instead of portfolio PDFs
- Map complex ownership structures (trusts, LLCs, family entities) to INHERIT automatically
- Export performance and valuation data for probate valuations
- Eliminate manual portfolio reconstruction by the estate planning team
Imagine this
A family office client dies. Their wealth is structured across multiple trusts, LLCs, and holding companies — all managed in Addepar. The estate attorney needs a complete picture of every entity, every ownership percentage, every asset position. Instead of requesting portfolio statements and manually reconstructing the ownership chain, they receive an INHERIT document. The complex hierarchy — who owns what, through which entity, at what percentage — is already structured. The attorney can focus on the legal work, not the data archaeology.
For families with complex wealth structures, this is the difference between months of asset tracing and a clear, auditable starting point from day one.
How data flows
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