Launching 2nd half of 2026

You've mastered the technical side.
Who handles the human one?

Your structures are flawless. They're not the problem — it's what's happening behind the scenes within the families. FamilyLegacy brings what's been missing: a partner for the human dimension.

AES-256 Encryption

Hosted in Switzerland

The problem doesn't come from you

You deliver excellent work. But some variables are beyond your expertise.

When the human factor complicates your best strategies

You build optimised, structured, compliant strategies. But an unspoken frustration, a hidden expectation, an emotional attachment to an asset — and everything can unravel. It's not your work that's at fault. It's what slips through everyone's fingers.

Clients you lose through no fault of your own

You've built a trusted relationship with the parents. But after the succession, the children go elsewhere. Not because they're unhappy — because they don't know you. Generational retention is a challenge few firms have solved.

Time wasted managing what isn't your job

When family tensions erupt, you're often on the front line. Hours of meetings, diplomacy, crisis management. You do it — but that's not where you create the most value.

A dimension that takes time

Understanding a family's emotional dynamics takes time, listening, and dedicated tools. It's a discipline in its own right — and it's not what you're expected to do. Yet it's often what makes the difference between a smooth succession and a conflict that drags on for years.

What if you had a partner for that part?

Not another tool. The missing piece in your offering.

Your expertise + the human dimension

A partnership, not an extra burden

Generational retention, finally within reach

You excel at analysis, structuring, and technical work. FamilyLegacy brings what you don't always have the time or inclination to do: decode hidden expectations, unspoken words, and emotional attachments. Two complementary skillsets — not competing ones.

We're not asking you to become a family mediator. We take care of the human dimension so that your technical recommendations are better understood and better accepted.

When the whole family is involved in the process, the children get to know you before the succession. The trust relationship is passed on along with the wealth. You become the family's advisor — not just the parents'.

You handle the numbers. We reveal what lies beneath.

FamilyLegacy: your partner for the human dimension

Access what your meetings don't reveal

Hidden expectations, silent frustrations, emotional attachments to assets. Crucial information that families don't dare express face to face — yet it determines the success of your work.

Identify tensions before they escalate

Our system analyses individual responses and alerts you to points of divergence. You anticipate roadblocks instead of enduring them.

Build a relationship with the whole family

By involving the heirs in the process, you become the advisor to the entire family. The relationship is built before the succession — and continues after.

White-label version available

Deploy the platform under your own brand. Your clients only see you.

FamilyLegacy doesn't replace your technical expertise — it completes it. We handle the human and emotional dimension that surrounds every succession.

Why join the partner programme today?

Launching 2nd half of 2026

Priority access

Be among the first professionals to use FamilyLegacy at launch, before the official opening.

Shape the tool

Take part in the Beta testing phase and directly influence features based on the realities of your profession.

Visibility from day one

Founding partners will be listed first in our directory. Families looking for an advisor will find you first.

Founding Partner status

Join the circle of professionals co-building FamilyLegacy. Personalised training and preferential terms included.

FAQ

Frequently Asked Questions

Is the app available yet?

Not yet — we're finalising development for a launch in late 2026. By joining the partner programme, you'll be among the first to access it.

Will FamilyLegacy contact my clients directly?

No. You remain the sole point of contact. We only interact with your clients according to the terms you define.

Will my clients see the FamilyLegacy brand?

That's your choice. In partner mode, yes. In white-label mode, the platform carries your brand exclusively.

Is it compatible with professional confidentiality?

Fully. The architecture was designed in collaboration with lawyers and notaries to comply with professional ethics obligations. You retain control over accessible data.

Are my data and my clients' data safe?

Yes. Hosted in Switzerland, bank-level encryption (AES-256), GDPR compliant. No data resale, ever.

Does FamilyLegacy replace my advisory role?

No. We focus on the human and emotional dimension. You remain essential for legal, tax and wealth expertise. We're complementary — not competitors.

Can FamilyLegacy bring me new clients?

Yes. Families using FamilyLegacy without a dedicated advisor can search for a professional directly on our platform. As a partner, you're visible in our directory and can be recommended to families in your region or area of expertise.

You've mastered the technical side. Who handles the human one?