How to view an owner's net worth

An owner's (person or entity) net worth can be viewed in the Net Worth section within the Wealth Tab.

This section shows data for the owner(s) selected. The owner(s) whose net worth is currently being displayed can be seen in the top right corner of the Net worth page, highlighted in red in the image below.

This is also the Owner Selector used to select/deselect persons and entities from the net worth section.

The Net Worth page breaks an owner's wealth into different sections to allow for a deeper understanding:

The top most section of the net worth page shows the total net worth of all selected owners along with the total values of their assets and liabilities for the selected calendar period.
The Asset Allocation section shows all assets held by the selected owners by different categories - Asset Class 1, Wealth type (an asset-level customizable field), Owner, Provider, and Liquidity. All these classifications can be edited at an asset level.
The Risk Section measures the selected owners' net worth by four metrics:
- Growth Assets - Sum of Holdings with Risk Class Growth/Total Account or Portfolio Value
- Liquidity - Sum of Holdings with Liquidity Daily, Weekly or Monthly/ Total Account or Portfolio Value
- Concentration - Sum of Top Five Holdings (ex cash)/Total Account or Portfolio Value
- Leverage - Sum of Liabilities / Total Cash + Asset Value in Account or Portfolio
The net worth section ends with the Statement of Assets Liabilities which is essentially the balance sheet of the selected owners as of the last day of the selected calendar period. This table lists all assets and liabilities held by the owners with their values as of the beginning and end of the selected calendar period.
- The table can be grouped by clicking on the fields available above the table - Provider, Wealth type, Asset Class 1, etc. It can be further customised by applying filters and adding/removing columns. Such customized views can also be saved for quicker access, and can also be exported to Excel.
- While the default settings of the table show the value of an asset to be the sum of all selected owners' holdings, it is possible to see each owner's individual holding of a particular asset, as shown below:

Standard vs Look-through modes

Asora’s Wealth section provides powerful insights into the net worth of family members and entities. To accommodate varying levels of detail and ownership structures, it offers two distinct views:

1. Standard Mode – Legal Ownership View

What it shows:
Standard Mode displays net worth based on legal ownership. It reflects the direct holdings of an owner or entity without unpacking what's inside those holdings.

Example:
Let’s say Owner A holds 50% of shares in Company ABC. In Standard Mode, their wealth statement will include:

A line item: “Shares in Company ABC” (Name of the asset that are held by the owner and issued by the entity)

Use case:
This view is ideal for:

Legal reporting
Ownership tracking
Financial summaries that reflect legal title and stake

It gives a clean, high-level overview of what each family member or entity legally owns.

2. Look-Through Mode – Economic Exposure View

What it shows:
Look-Through Mode "looks through" entities (like companies, trusts, partnerships) owned by an individual or family entity and exposes the underlying assets and liabilities.

Example:
Continuing with the earlier example:

If Company ABC owns real estate, private equity, and debt instruments, Look-Through Mode will remove the high-level “Shares in ABC” line.
Instead, it will show 50% of the actual assets and liabilities of ABC (proportional to the owner’s share), such as:
- Real estate – 50% of property value
- Private equity – 50% of holdings
- Debt – 50% of liabilities

Use case:
This view is ideal for:

Understanding economic exposure
Portfolio and asset allocation analysis
Gaining visibility into indirect holdings

It helps families get a transparent and granular view of their wealth composition, beyond just legal wrappers.