Abbove (PaxFamilia)

As we approach 2025, we’re taking a moment to appreciate the impact we’ve created this year. Abbove (PaxFamilia) supported 1,100+ advisors to deliver a collaborative digital wealth planning service. Together, we’ve empowered 35,000+ families to achieve their life goals by putting advisors’ expertise at the center of strategic decisions. We’re dedicated to supporting you in becoming your clients’ trusted wealth advisor. Thank you for your trust and collaboration. Let’s make 2025 even more impactful—together. 🎄✨

🌟 Senior Product Designer Wanted -  to kick off 2025!  If you’re a visionary with a passion for design and innovation, we’d love to hear from you. 📌 Other opportunities available: • Senior Software Engineer • Product Marketing Manager • Financial & Administrative Director • Marketing & Communication Manager • Digital Marketing Intern 📩 Check out our careers page for all details and to apply.

🎄 Year-End Celebration with the Abbove Team! 🎄 As we wrap up 2024, we came together to celebrate the milestones we’ve achieved! Wishing you a joyous holiday season and a New Year filled with success! 🌟 #MerryChristmas #YearEndCelebration #Gratitude #NewYear2024

🚀 Success Story: Jaden Family Office 🚀 The family office JADEN has unlocked sustainable growth by simplifying portfolio management and aligning decisions with their financial goals. With advanced tools, they’ve saved time, improved compliance, and refocused on what matters most: their families. Here’s what Katia Jaggi Maloubier shared: "Abbove is central to what we do to serve our clients. It helps us gain a clear understanding of the complexity of their wealth, assists us in creating tailor-made reports, and supports us in managing compliance reporting. Additionally, we use it to securely exchange confidential information with our families." We’re honored to receive such thoughtful feedback from our clients ✨. #WealthPlanning #WealthAdvisory #FamilyOffice #SuccessStory #EstatePlanning #WealthEstatePlanning

Navigating #tax and #inheritance complexities when supporting loved ones financially? Join our exclusive webinar (in #French) to gain actionable insights tailored for wealth advisors and stay ahead of the curve: 📅 When? Thursday, December 5th, 2024 🕐 Time? 12:30 PM - 1:30 PM 🎙️ Speaker: Frédéric Lucet, Professor and Wealth Strategy Expert 💡 What you’ll learn: • Proven strategies for guiding your clients through family financial advances. • Key pitfalls to avoid for optimal outcomes. • Innovative tools to enhance your wealth management approach. This session is designed to provide practical, immediately implementable advice for wealth advisors like you. 📝 Register now: https://lnkd.in/eUrdJ9DT #WealthAdvisory #WealthPlanning

📢 Ne manquez pas notre prochain webinaire expert ! Avances en famille : don ou prêt ? Comment bien anticiper pour protéger son patrimoine ? Lorsque vous donnez un coup de pouce à un proche, il est essentiel d’anticiper pour préserver les équilibres entre les proches et éviter les surprises fiscales. Lors de ce webinaire exclusif, nous aurons le plaisir d’accueillir Frédéric Lucet, professeur d’université et expert en stratégie patrimoniale avec plus de 35 ans d’expérience. Il partagera ses conseils sur : • Les bonnes pratiques. • Les pièges à éviter. • Les opportunités à saisir. Programme : 🎙️ 30 min d’interview avec Frédéric Lucet 💡 15 min avec Arnaud Parmentier pour découvrir comment ces avances en famille sont traitées par Abbove, la plateforme de gestion patrimoniale innovante. ❓ 15 min de questions-réponses. 🗓️ Date : jeudi 5 décembre 2024 | Horaire : 12h30 - 13h30 Pourquoi participer ? ✅ Des conseils d’expert. ✅ Des outils pratiques pour vous et vos clients. ✅ Un boost pour votre stratégie patrimoniale. Inscrivez-vous sur Livestorm dès maintenant pour ne rien manquer !

🧭 Strategic Wealth Planning: Aligning Wealth with Life Goals 🧭 Wealth management goes beyond numbers—it’s about aligning finances with what truly matters. Like a sailor adjusting course, it’s a blend of vision and strategy to navigate life’s opportunities. Explore how a holistic approach can turn wealth into personal fulfillment. 🔗 https://lnkd.in/efubZ8je #WealthManagement #StrategicPlanning #ClientSuccess #WealthPlanning #FinancialGoals

✨ Thank you to everyone who stopped by our stand at the ITAA - Institute for Tax Advisors and Accountants Congress! It was inspiring to meet so many forward-thinking accountants and tax advisors ready to expand into holistic wealth advisory. At Abbove, we’re here to help you elevate client relationships with new, comprehensive services. Here’s to reshaping the industry together! Looking forward to more great conversations ahead! #WealthAdvisory #AccountingInnovation #ClientSuccess

Discover why accountants are turning to Abbove to enhance their wealth advisory services! You can diversify revenue, build client loyalty, and expand your services—all while delivering a seamless, professional experience. Swipe through to discover how Abbove (PaxFamilia) empowers you to become the trusted advisor your clients rely on. 💼 Curious to learn more? Visit us today at the ITAA - Institute for Tax Advisors and Accountants Congress, Stand E087. #WealthManagement #Accountants #ClientLoyalty

📢 New White Paper for Accountants! 📢 In today’s world, clients seek more than just financial advice. They want a comprehensive wealth management approach that meets their evolving needs. Learn how to integrate wealth management into your practice, delivering real added value and enhancing client loyalty. 📥 Download link in comments. Start transforming your practice today! #Accountants #WealthManagement #ClientSuccess #WhitePaper