We are a family-centric wealth platform.

Managing their assets was a sourceof anxiety.

• They had no clear overview on global wealth.
• Their important documents were dispersed everywhere.
• They felt overwhelmed in their asset follow-up.
• They worried about their succession.

We spent countless back and forth with families to tailor the solution they needed.

• Global estate overview on their assets.
• Donation inventory.
• Digital vault to centralize the documentation.
• Third-party secured access to information.

Families recommended PaxFamilia to their friends and invited their trusted advisor to access their wealth passport on PaxFamilia.

When advisors discovered PaxFamilia, they realized how much value they could create if they offer such service to all their clients.

They urged us to create and connect performing wealth planning tools on PaxFamilia to enhance their advice.