Clean data
Every asset in a client's estate documented with expert reports and kept current in one record, instead of reassembled from scratch for each gift, sale or filing.
What changes
Built to work alongside you.
Verified assets
Title, existence and documentation verified, with valuations from independent appraisers on the record, so planning starts from established facts.
Better transfers to heirs
Documented values and fractional interests that support the structures you already use to move wealth across generations, from gifts and sales to trusts to insurance-funded plans.
By role
What it gives your practice.
Estate attorneys
Documented assets and values from independent appraisers for each gift, sale or transfer to a trust, with the title work and expert reports behind them.
Trust officers and fiduciaries
A current record of what a trust holds: where each asset is, how it is insured, its latest valuation, and every event since it was recorded.
Family offices
One record across real estate, collections, rights and operating assets, and ways to raise liquidity against them without a forced sale.
Wealth managers
A clear view of the illiquid assets that sit outside the portfolio you manage, and options to borrow against them or sell a minority share.
Life insurance professionals
A documented picture of what an estate holds and what it is worth, so cover can be sized to what the estate will actually need.
CPAs and tax advisors
The appraisal reports, each appraiser's credentials and the date of every valuation, in one place for the work you prepare.
How it works
From introduction to a record that lasts.
- Introduce the client
You introduce a client, or a client names you when they submit. Nothing moves without the client's agreement.
- Readiness review
We review the documents the family already has, identify what is missing, and arrange independent experts to produce reports it does not have yet, such as an appraisal or a condition report.
- The record
ACAN records each expert's report with their credentials and certifies the record. With the client's permission, we share it with you.
- Your plan
You and the family's other advisors design the plan. Arrabon provides the documented assets, fractional interests sized to the plan, and liquidity options.
- Kept current
Transfers, re-appraisals and custody checks are added to the record as they happen, for the trustees and advisors who come later.
For your clients
What the family receives.
One verified record
Every asset in the estate, documented with the reports of independent experts and kept in one place.
See a sample recordInterests heirs can divide
Fractional interests that let a family share a building, a collection or a farm precisely, instead of selling it to split the proceeds.
Read the Ashdown estate case studyLiquidity without a forced sale
Options to borrow against documented assets or sell a minority interest, so taxes and costs can be met without breaking the estate up.
Borrowing against assetsA record that lasts
Every transfer, valuation and custody check on the record, so the next generation starts from documented facts.
How ACAN worksClear roles
What Arrabon does, and what it leaves to you.
Arrabon
- Records the reports of independent experts, with each expert's credentials.
- Verifies that the required documents have been presented and reviewed.
- Structures fractional interests through licensed issuers.
- Keeps the record current for as long as the family holds the assets.
Arrabon does not
- Give legal, tax or financial advice, or design the plan.
- Set up or administer trusts, or sell insurance.
- Decide whether an asset is authentic or what it is worth.
- Hold your clients' assets in custody.
Those stay with you and the family's other advisors.
Resources
To read, and to share with clients.
Overview
The advisor overview
A one-page summary of how Arrabon works with advisors, to read or share.
Download the PDFGuide
IDGTs, ILITs and PPLI, explained
A plain-English guide to the planning structures established families use.
Read the guideCase study
The Ashdown family estate
An illustrative estate, recorded and divided among heirs without a sale.
Read the case studyChecklist
Asset readiness checklist
The documents each kind of asset needs, to send to a client before they start.
Open the checklistQuestions
What advisors ask.
Does Arrabon give advice to my clients?
No. Arrabon does not give legal, tax or financial advice. The family's own attorneys, tax advisors and licensed insurance professionals design the plan. Arrabon provides the documented assets and the record they rely on.
Who decides what an asset is worth?
Independent appraisers. ACAN records each appraisal with the appraiser's credentials and the date of the valuation. Arrabon does not set or endorse values.
Can I see my client's record?
Yes, with your client's permission. The record is the family's, and they decide who can see it.
What does it cost my client?
Fees depend on the asset and the services used. See how fees work.
How is my client's information protected?
Personal data is encrypted in transit and at rest, and access is restricted and logged. See Security and Compliance and our Privacy Policy.
Advisor network
Work with us.
Tell us about your practice. We will review your application and arrange a conversation. You can also sign up for the Advisor Update, a short monthly note on new asset classes, illustrative cases and planning topics.
Nothing on this page is legal, tax or financial advice. Planning structures carry strict legal and tax rules, and whether one suits a family depends on its circumstances. See our risks and disclosures.