The optimal structuring of your wealth starts with its mapping. Thanks to PaxFamilia, you have a permanent and up-to-date overview of your wealth. In its digital safe, you store documents related to your assets and wealth. You can share them with your family or notary if you wish. PaxFamilia also allows you to simulate your succession or easily manage the indexing of your rental properties.
Our wealth structuring service gives you access to a vast network of internal and external experts. Our Private Banking service includes, among others, legal experts trained in taxation and notary matters, as well as credit specialists. Depending on your needs, they can call upon external experts to support you.
As a Private Banking or Wealth Management client, you benefit from the analyses and comments of our strategists on MyExperts.
For the structuring of your professional wealth, we offer a global and personalised approach throughout the key moments of your life. Wealth assessment, personalised advice...
To this end, your private banker or wealth manager puts you in touch with an estate planner from Private Banking. A specialist in wealth structuring, they develop a strategy to structure and optimise your private and professional wealth, according to your needs, objectives, and projects.
Our Private Banking services for entrepreneurs
INVESTING AND INSURING
Your private banker or wealth manager knows your wealth situation in detail. This means they can offer you personalised solutions when it comes to insurance, and this in collaboration with our experts.
We prioritise sustainable and responsible investments, without compromising our pursuit of returns.
