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Logiciel pour votre Family Office

360° FINANZ & VERWALTUNG FÜR DIE FAMILIE
Fachanwendung
vor Ort,
ohne Cloud,
hoch gesicherte Software*

*eine Microsoft Office 365-Lösung

progiciel en local, sans Cloud, hautement sécurisé

Entdecken Sie, welche Bereiche Sie
mit MyPrivate Family Office verwalten können

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FINANZEN

■ Konten
■ Zahlungen
■ Finanz-Zustand
■ Hypotheken
■ Steuern
■ Budget
■ Finanzierung
■ Portfolio

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VORSORGE

■ Versicherungen
■ Pensionskasse
■ Ökologie
■ Nachfolge
■ Rechtlich
■ Entwicklung



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HAUSHALT

■ Familie
■ Gesundheit
■ Tiere
■ Wohnsitz
■ Mieter
■ Einrichtungen
■ Betrieb
■ Fahrzeuge
■ Personal

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FREIZEIT

■ Reisen
■ Sport
■ Freizeit
■ Sammlerstücke
■ Verantstaltungen
■ Ernährung
■ Keller


YouTube DE
MyPrivate family office
Unsere 4 Versprechen
In diesem Video stellen wir Ihnen unsere vier Versprechen vor, die das Fundament unserer Grundwerte bilden und Ihnen bei der Entscheidung helfen können, ob MyPrivate das Richtige für Sie ist. [Englisch]
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Posts
MyPrivate - Family Office Software
MyPrivate - Family Office Software
1 Woche zuvor
Climate Action: Still Urgent, Still in Our Hands Governments and companies are scaling back their climate priorities, creating a false sense that the crisis is no longer urgent. But climate change remains a pressing issue, and every family can still contribute—even with small investments. As Goethe said: Let everyone sweep in front of his own door, and the whole world will be clean. With MyPrivate the Family CO2 footprint is automatically and accurately estimated, allowing you to choose actions where they matter most and do not break the budget - of course with integrated support from ChatGPT. Check us out at www.myprivate.ch !
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MyPrivate - Family Office Software
MyPrivate - Family Office Software
3 Wochen zuvor
Part 5 of a 5-Part Mini-Series: Setting Up Independently Looking to build a thriving career in financial services? Don’t miss this powerful session designed to help you stand out, succeed, and grow in this competitive industry! Tuesday, 22nd April 2025 | 4:00 PM UTC+1 Zoom Meeting ID: 819 1405 0485 | Passcode: 429315 For those looking to advance their career in Financial Services for Private Families, we highly encourage you to attend this complimentary webinar. It will be led by Ayoob Rawat and Dan Dobry, esteemed professionals with extensive experience in the Family Office sector. MyPrivate is supporting partner of PWFO and our software is an integral part of the training & certification process. https://email.e.kajabimail.net/c/eJ...
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MyPrivate - Family Office Software
MyPrivate - Family Office Software
4 Wochen zuvor
The 2025 urgency: balancing inflation protection and liquidity amid rising tariffs The recent Trump tariffs, imposing duties of 10% to 50% on imports, are expected to drive inflation higher as businesses pass increased costs onto consumers. For families, this means a need to rethink financial strategies to safeguard their purchasing power. Inflation-protected assets, such as commodities or real estate, can help preserve value during inflationary periods. At the same time, maintaining liquidity ensures access to funds for immediate needs or opportunities. Striking a balance is key: diversifying with a mix of inflation-resistant investments and a cash reserve can provide both stability and flexibility. In this evolving economic landscape, proactive planning is essential to navigate the challenges posed by rising tariffs and inflation. With MyPrivate, you get all the necessary tools for an up to date financial picture, coupled with powerful yet easy-to-use long-term financial planning capabilities. Check us out at www.myprivate.ch
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mehr anzeigen

Mit der MyPrivate Family Office Software erhalten Sie eine 360°-Abdeckung für alle Bereiche, die für die Familie wichtig sind.

Die Software wird vor Ort installiert, ohne dass Daten in der Cloud gespeichert werden, was einen einzigartigen Datenschutz und Schutz vor Misscbrauch gewährleistet.

Die Zahlungsabwicklung ist weitgehend automatisiert; wir unterstützen die Schweizer QR-Rechnung, das Schweizer/EU-Onlinebanking, den Zugang zu Aktien- und Devisenkursen.

Integriertes EDM in allen Modulen ermöglicht Ihnen den sofortigen Zugriff auf die Originale wichtiger Dokumente wie Rechnungen, Bescheinigungen und Protokolle.

Die Meinung unserer Kunden

AUSSAGEN

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