Glossary / Wealth and risk
Total estate view
A total estate view brings everything a household owns into one consolidated picture, including financial portfolios, property and other real assets, valued in a single currency, instead of seeing each account or asset on its own.
Written by Antevo · 15 September 2026
See it in practice01 / In practice
Illustrative only, with invented round numbers. A fictional CHF-based family holds a portfolio at one bank worth CHF 3,000,000, a second portfolio at another custodian worth CHF 1,500,000, a primary residence worth CHF 2,500,000, a holiday chalet worth CHF 1,200,000 and art worth CHF 300,000. Added together, the gross total is CHF 8,500,000. Listed portfolios make up 4,500,000 ÷ 8,500,000 = about 53%, and property about 44%. Reviewing only the two bank statements would leave out nearly half of what the family owns. Deducting CHF 1,400,000 of mortgages gives a net worth of CHF 7,100,000.
Formula. Gross total = sum of all asset values in the base currency; net worth = total assets − total liabilities
02 / In Antevo
Where you will
meet it.
In Antevo Wealth, "Total estate" is the headline figure for the whole household across the assets it holds, from portfolios and property to vessels, aircraft and art.
Go there03 / Related terms
Read next.
04 / Sources
Where this comes from.
Primary sources for the definition above. Intelligence, not advice: your adviser or counsel confirms anything a decision rests on.