A structured method.
A step ahead.
Since 2016, we have been turning private data into clear, structured, useful and lasting information for executives, heirs and families.
Tomorrow's estate will above all be an estate of data.
Advisors produce data they keep on their own systems. The client — you — rarely remains its true owner. Take back ownership of your data in a reliable, secure environment. Proxy Papers helps you follow your situation more closely, anticipate important events and make better-informed decisions.
FREEDOM
Remain the owner of your data.
Readable, useful, actionable and always accessible.
INDEPENDENCE
Remain autonomous, in coordination with your advisors.
The independence to decide. The strength of being well surrounded.
Five steps, one single point of contact.
The same dedicated point of contact stays with you from the first meeting to the annual review. No rotating teams, no subcontracting.
The discovery meeting
On us · 1hWe analyse your situation together, you ask us your questions, and together we decide how we can collaborate.
The onboarding audit
BilledWe map your sources, your advisors, your known deadlines and the volume of items to handle.
then the engagement begins
We collect, sort and classify all of your existing data and documents. Everything is backed up on your Papers Box. By the end of this step, every piece of information is in its place and immediately accessible.
We structure your folders by theme, organise secure access with your advisors and family, and set up the alerts linked to your deadlines.
We carry out regular updates and intervene periodically — monthly or quarterly — at the pace that suits you. Your files stay alive, structured and constantly up to date.
At every important step — purchase, sale, donation, succession or any other procedure — we identify, prepare and transmit the right documents to the right advisor, at the right time, in a directly usable format.
You have a clear, real-time view of your Papers Box: periodic reports and decision-support insights to anticipate and decide with full clarity.
The Papers Box
A sovereign, secure and responsible Cloud.
Your data is encrypted, replicated and accessible from your phone and computer, in compliance with the GDPR and cybersecurity requirements. It is hosted on an infrastructure independent of the GAFAM, designed to combine performance, sovereignty and environmental responsibility.
Investments
real estate and financial
Private management
contracts and deadlines
Succession
notarial declarations
Administration
taxes and duties
TESTIMONIALS
Trusted by our clients and their advisors.
Before calling on Proxy Papers, my documents were scattered and I wasted a great deal of time searching for them. The support helped me structure all of my files and gain a much clearer view of my personal situation. Having reliable, structured information makes exchanges with my various advisors considerably easier. A human, discreet, professional and truly precious service.
I have benefited from the services of Proxy Papers and Sandrine Rieussec for more than 10 years. Given my schedule and my lack of appetite for organising my administrative obligations, Proxy Papers' help brings me the necessary rigour and a very appreciable peace of mind. Sandrine Rieussec shows great attentiveness in following up the procedures she helps me undertake. Through her work she relieves me of many regulatory and paperwork tasks I struggle to take on. The system developed by Proxy Papers allows far better documentary efficiency, for spotting anomalies and for meeting my obligations. I feel sincere gratitude towards Sandrine and her company.
We came to know Proxy Papers through one of our mutual clients who, given his many professional obligations, no longer had the time needed to manage all of his administrative and documentary affairs effectively. For nearly two years now, we have worked alongside Proxy Papers in the follow-up of this client. Their support brings us real day-to-day serenity, notably thanks to rigorous, responsive management of administrative documents. Since this company stepped in, our client's files have been kept up to date, which also makes our own work easier in our insurance business. We particularly appreciate the quality of the follow-up, the professionalism of our exchanges and their role as an effective interface between the various parties. Beyond the administrative aspect, this support also allows, as we understand it, our mutual client to free up more time and refocus on his professional activity.
2016 · The beginning
Founded by Sandrine Rieussec out of a concrete family experience, Proxy Papers was born of a conviction: managing private data deserves a dedicated service, distinct from simple administrative support and from wealth advisory.
Today · Indispensable
Ten years on, digital acceleration makes this management more complex and more essential than ever. Proxy Papers draws on proven expertise, a structured framework and dedicated tools to support this new reality.
Pioneer since 2016. Self-evident today.
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.