Wealth planning platform.

We help financial advisors to serve their clients with a holistic and structured approach on their wealth.

We collaborate with all
type of advisors that wish
to offer global advice
to their clients.

Private
Banks
Banks use PaxFamilia to strengthen and grow their traditional business and add value to their estate planning services.
Big
Four
Big4 use PaxFamilia to offer digital service to their private clients and family business.
FiduciariesFiduciaries use PaxFamilia to diversify their business to higher added value services and new sources of revenue.
Asset
Managers
Asset Managers use PaxFamilia to increase the knowledge of their client and define their financial objectives.
Insurance
Brokers
Insurance Brokers use PaxFamilia to better sell their life insurances.
Estate
Planners
Estate planners use PaxFamilia to work on a consistent information base and use performing advising tools.
Family
Offices
Family Offices use PaxFamilia to digitalize their offer and facilitate the client reporting