The operating system
for the Family Office.

Wealth, family and operations finally united in one system.

Three Family Office professionals discussing documents

SÈVE brings together two worlds
usually kept apart.

ManagingTHE FAMILY OFFICE
ManagingWEALTH

Four essential
benefits

  1. 1.

    Unified vision

    Wealth, family, relationships and operations in a single view.

  2. 2.

    Integrated system

    The Family Office’s main operations in one system.

  3. 3.

    Wealth intelligence

    Historical records, correlations, analysis and decision support.

  4. 4.

    Operational performance

    Less manual entry and paperwork, more time for advice.

Collaborative & Comprehensive

An integrated platform that gives expertise room to shine.

Wealth management

  • Wealth overview and foundation
  • Simulation and risk analysis

Compliance & Wealth

  • Regulatory compliance
  • Wealth management

Business management

  • CRM
  • Calendar
  • ERP

File management

  • Digital vaults
  • Electronic signature
  • Document management

Communication

  • Email
  • Chat
  • VOIP

Visualization

  • Genogram
  • Mapping
  • Visualization

Insights & Reports

  • Report creation
  • Decision support

Automation

  • AI chatbot
  • Web intelligence module

Security: a strategic priority

Disasters remind us that security is vital.

  • Secure by Design code
  • Regular updates
  • Sovereign hosting
  • End-to-end encryption
  • High availability

Discover what SÈVE can change
for Family Office firms

Bring it all together

SÈVE brings into one system what Family Offices still too often manage with a multitude of separate tools: wealth, family, CRM, operations, billing and financial management, documents, communication, reporting, compliance and decision support.

Gain control

By centralizing data, relationships and processes, SÈVE reduces duplicate entry, simplifies daily work and frees up time for advice and management. Book a demo to see what SÈVE can do for your Family Office.

30 minutes to discuss your needs

Book 30 minutes with our team to tell us about your challenges, your current tools and the friction points in your Family Office. We will show you how SÈVE can simplify your operations, centralize your information and meet your needs.

PHI 1,618, the publisher of SÈVE, uses this information to answer your request and get back to you. It is kept for three years after our last exchange, then deleted. You can access, correct or erase it by writing to contact@seve-life.com.

Preview of the SÈVE interface on a desktop screen

Your contacts

Tours

Yohann Berhouc

Geneva

David Cartella

Luxembourg

Patrick Blaise

Monaco

Fabio La Franca

London

Hanzey Brown