Private management of your data.
A bespoke framework to structure, secure and maintain the documentsthat make up your personal estate.A dedicated advisor. Sovereign technology.
We are your trusted partner.Advisors. Family. Administration.Finally connected within a secure framework.
Your wealth is structured.
Your documents often aren't.
Advisors handle your taxes, your investments, your companies, your personal affairs. Who is really in charge of coordinating it all? Filing, transmission, keeping records up to date, tracking deadlines, archiving… that’s where it all comes together.
Three support offers.
One shared framework.
Essentiel, Sérénité, Prestige - each profile adapts to the diversity of your data and your pace of life. The method remains the same.
Five steps, one single point of contact.
Sovereignty & trust
Sovereign infrastructure.
Protected data.
Your documents are hosted in Switzerland, on an independent infrastructure. Our tools comply with the GDPR and the AI Act. Proxy Papers is your trusted partner.
Ambassadors
You advise high-net-worth clients?
Proxy Papers takes over the private administrative management of your clients to free up effective advisory time for you.
Take back controlof what is yours
The first appointment is on us. It’s there to analyse your situation, your challenges, and to check together how Proxy Papers can meet your need.