A family-centric wealth platform

PaxFamilia is a tailor made solution for you and your clients

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We asked 120 wealthy families what challenges they faced

Managing their assets was clearly a source of anxiety:

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

Together, we developed a solution

After countless exchanges with these families, we managed to create the solution they needed.

PaxFamilia was born. A platform that greatly facilitated wealth management thanks to its progressive features:

Global estate overview
Donation inventory
Digital document vault
Secured third-party access to information

The word spread quickly

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

Advisors wanted to use PaxFamilia for all their clients

The financial advisors considered using PaxFamilia as an opportunity to support and expand their own services.

To meet their needs, we developed high-performance advisory tools linked to the asset information.

This way, PaxFamilia became the indispensable wealth management tool that it is today, both for advisers and their clients.

We asked 120 wealthy families what challenges they faced

Managing their assets was clearly a source of anxiety:

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

The word spread quickly

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

Together, we developed a solution

After countless exchanges with these families, we managed to create the solution they needed.

PaxFamilia was born. A platform that greatly facilitated wealth management thanks to its progressive features:

Global estate overview
Donation inventory
Digital document vault
Secured third-party access to information

Advisors wanted to use PaxFamilia for all their clients

The financial advisors considered using PaxFamilia as an opportunity to support and expand their own services.

To meet their needs, we developed high-performance advisory tools linked to the asset information.

This way, PaxFamilia became the indispensable wealth management tool that it is today, both for advisers and their clients.

A solution for every financial advisor

Private Banks

Private banks use PaxFamilia to optimise their Estate Planning services as well as to strengthen and grow their traditional activities.

Big Four

The Big Four use PaxFamilia to provide their private clients and family business with a digital estate planning service.

Fiduciaries

Fiduciaries use PaxFamilia to diversify their business activities. Their services get higher added value and new sources of income emerge.

Asset Managers

Asset managers use PaxFamilia to increase knowledge about their clients. This extra information helps them to define their financial objectives and plan their desired future.

Insurance Brokers

Insurance brokers use PaxFamilia to support their statements with realistic data. This solid basis enables them to commercialise their life insurance policies.