Estate planning with the Private Bank
An exhaustive overview of your estate and optimal solutions for your estate planning
Our PaxFamilia platform provides you with an exhaustive and detailed overview of your assets. Our Estate Planners offer optimal solutions based on your current situation and future expectations.
Your marriage contract must be tailored? Is your inheritance still in line with your wishes? Will your partner and children be able to maintain their standard of living in the unfortunate event of your death?
We will be delighted to take care of all these issues for you.
Structuring and transferring your assets
Using a global approach, our experts analyse your situation to help you optimise and transfer your assets.
An up-to-date overview of your assets
With our digital tool, PaxFamilia, you assess your financial situation at a glance. All your important documents are safely protected in a digital safety box.
Our experts provide tailored guidance
Our experts are at your service
Your Private Banker or Wealth Manager is the primary contact person to manage your assets. He/She puts you in touch with our Estate Planning, insurance and financing specialists.
Our experts’ website
Every day, MyExperts issues news articles signed by our experts: market analysis, exclusive information on inheritance and taxes or still, a thorough decoding of the latest economic events.