HeirWealth

HeirWealth The HeirWealth platform is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.

HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy. Our platform offers individuals, families and professional advisers with a centralised living wealth register, encompassing over 40 diverse asset types—from collectibles to financial instruments to bricks-and-mortar real estate. Unique to HeirWealth is that our pl

atform facilitates efficient asset curation, secure document storage, and precise value tracking plus it also provides the gift of time by empowering users to harmonize estate planning intentions and create impactful legacies. The HeirWealth app can also be white-labelled by financial advisers, wealth managers, accountants, estate lawyers and other professionals and it adds value as a client engagement and retention tool.

We’re expanding the reach of our family wealth platform! HeirWealth is excited to announce a new partnership with HTL Pr...
23/03/2025

We’re expanding the reach of our family wealth platform!

HeirWealth is excited to announce a new partnership with HTL Private Office to enhance our offering to their trusted advisers and high net worth clients.

As our founder and CEO notes, “This partnership provides HTL Private Office with a truly centralised source and view of their clients’ family wealth position, enabling greater insights and tailored services to be delivered."

To read more about this partnership visit our newsroom: https://www.heirwealth.com/heirwealth-announces-partnership-with-htl-private-office/

k.lee .nyilas

Timing is everything when it comes to your family wealth and HeirWealth ensures you're always prepared with insights to ...
20/03/2025

Timing is everything when it comes to your family wealth and HeirWealth ensures you're always prepared with insights to seize timely opportunities.

Discover some of the key features of our platform including:
👉 Actionable Insights
👉 Organisation Dashboard & Reporting
👉 Balance sheet and Wealth movement report
👉 Calendars for reminders and insights into changes coming up
👉 Transparency across all your family wealth

Ask your accountant or financial adviser about HeirWealth Or contact us directly here https://www.heirwealth.com/book-a-call/

HeirWealth is pleased to announce a new integration with Class Super, one of Australia’s leading SMSF administration pla...
20/03/2025

HeirWealth is pleased to announce a new integration with Class Super, one of Australia’s leading SMSF administration platforms.

So if you're a Class Super or platform user you can expect:
* Seamless access to accurate daily valuations for assets and liabilities
* Effortless linking of existing Class accounts to HeirWealth
* Helps eliminate manual data maintenance

“This collaboration simplifies the centralisation of wealth for accountants and advisers, empowering them to capitalise on the Great Wealth Transfer with confidence,” said Ray Tubman Founder & CEO of HeirWealth.

Read more in our newsroom: https://www.heirwealth.com/heirwealth-integrates-with-class-super/

.nyilas .k.lee

Want to expand your family wealth universe? HeirWealth provides the insights and tools tot give you peace of mind when i...
14/03/2025

Want to expand your family wealth universe? HeirWealth provides the insights and tools tot give you peace of mind when it comes to family wealth transfers. So you can get on with living the life you want.

Book a Discovery call to see a Greater wealth universe today, or ask your adviser about https://www.heirwealth.com/book-a-call/


@ .k.lee .nyilas

Ahead of this International Women's Day, we're asking: Will the feminisation of wealth break the "three-generation curse...
06/03/2025

Ahead of this International Women's Day, we're asking: Will the feminisation of wealth break the "three-generation curse" in family wealth transfers?

speaks to financial adviser and founder of the Tracey Sofra about this, and she notes there's an urgent need for education, empowerment, and confidence-building to ensure women can successfully manage and preserve family wealth for generations.

👉 Read the full article here https://www.heirwealth.com/will-the-feminisation-of-wealth-break-the-three-generation-curse/

.k.lee .nyilas

05/03/2025

Want Insights to support Great Wealth Transfers? We can keep you in the loop! Subscribe at the bottom of our HeirWealth home page via heirwealth.com

Here’s what you’ll get:

📣 CEO Updates on what’s happening at HeirWealth
📣Thought leadership articles for professionals and investors relating to the Great Wealth Transfer
📣Updates on our latest tech features

@.k.lee .nyilas

Want to expand the view of your family wealth universe? HeirWealth provides unparalleled asset visibility and insights t...
04/03/2025

Want to expand the view of your family wealth universe? HeirWealth provides unparalleled asset visibility and insights to improve decision making, and bring harmony to Great Wealth Transfers.

Book a discovery call with us today via [email protected]

.k.lee .nyilas

Don’t they look sharp! Daniel Tubman and Michael Csavas proudly representing HeirWealth at the 2025 Emergence Investment...
27/02/2025

Don’t they look sharp! Daniel Tubman and Michael Csavas proudly representing HeirWealth at the 2025 Emergence Investment Conference in Sydney today!

This event is bringing together some brilliant speakers across financial services and the business world, as well ad as HNW individuals, family offices, and institutional investors from across the ASEAN region and beyond - many keen to share their insights and where they see the opportunities for growth.

If you’re at the conference, do connect with Dan and Michael to chat forward-thinking insights and explore groundbreaking opportunities shaping the future of wealth management.

How comfortable are you talking about family inheritance?Knowing how and what to engage on when it comes to family wealt...
24/02/2025

How comfortable are you talking about family inheritance?

Knowing how and what to engage on when it comes to family wealth transfers can be challenging. Every person is different - age is a factor, gender is a factor, profession is a factor and net wealth is a big factor. That's where the HeirWealth platform steps in!

Our wealth technology not only offers unparalleled asset visibility across 40+ asset types but also enhances relationships by providing clear insights and streamlined communication tools to. Here's how we support you:
🔍 Enhanced Asset Visibility: See the full picture of your family wealth universe.
🌍 Facilitating the Great Wealth Transfer: Ensure seamless transitions and informed decisions.
🎯 Streamlined Technology: Efficiently manage wealth with integrated systems.
📱 Smart Mobile App & Dashboard: Keep informed with a comprehensive view of family assets.
📒 Organised Document Storage & Reporting: Simplify the administrative burden.

Visit heirwealth.com to explore how we bring harmony to Great Wealth Transfers.

.k.lee .nyilas

It takes a Great tech team to build a Great tech experience. Led by our technologist founder Ray Tubman, our family weal...
20/02/2025

It takes a Great tech team to build a Great tech experience.

Led by our technologist founder Ray Tubman, our family wealthtech platform, has Your Greatest Wealth Interests at Heart and is committed to supporting our tribe from the inside out. Happy Friday people!

@ .k.lee HeirWealth

How much of your family wealth can you see?HeirWealth is a platform that offers unmatched asset visibility across more t...
20/02/2025

How much of your family wealth can you see?

HeirWealth is a platform that offers unmatched asset visibility across more than 40 asset types and enhancing administrative efficiencies.

Here's what we provide:
🔍 Greater asset visibility
🌍 Great Wealth Transfer enabled
🎯 Streamlined technology for efficient wealth management and tech integrations
📱 A smart mobile app wealth dashboard offering a comprehensive view
📒 Organised document storage and insightful reporting

Visit us at Heirwealth.com or send us an email at [email protected] to find out how our platform can help you!



.nyilas .k.lee

Are you ready to take the stress out of family inheritances? HeirWealth brings harmony to family wealth transfers by mak...
19/02/2025

Are you ready to take the stress out of family inheritances?

HeirWealth brings harmony to family wealth transfers by making organisation enjoyable and interactive for all generations.

✨ Key Tech Features:

Family Dashboard & Reporting
Balance Sheet and Wealth Movement Report
Calendars for insights into financial life changes
Expression of wish features including video uploads
Full transparency of family wealth across entities and individuals

Ask your financial adviser or accountant today about our platform, or book a demo directly by visiting heirwealth.com

@.k.lee .nyilas

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285A Crown Street
Sydney, NSW
2010

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