How to protect your digital records: a 10-minute checklist.
Most personal data loss is mundane: an old phone, a password on one laptop, a folder named "important" that nobody else knows exists.
Read guide →Insights & reportsThe quiet work
The quiet work
of keeping.
Essays, case studies and reports from our team on custody, inheritance, regulation and the unhurried craft of holding records that matter.
Recent writing.
Why your records belong on Swiss soil.
Encryption protects the bytes. Jurisdiction protects everything else — including the right not to hand the bytes over.
Read essay →Audit trails as a competitive moat for fiduciaries.
Clients are quietly raising the bar on what "we keep good records" has to mean. The firms that can show the chain of custody are starting to win the long mandates.
Read article →Podcast (excerpt): Embracing next-gen digital succession planning.
Aurelia Rauch (Bergos) and Luc Behar (My Swiss Keeper) on digital succession planning and preparing families for cross-generational asset transfer.
Read article →