Palxi Group connects the systems your family office already relies on, so reporting, records and decisions sit in one secure place.
Family offices have invested in technology. Few have connected it.
Legal entities administered by the average family office
Connect their data through APIs
Rely on a combination of products, with no end-to-end solution
Have adopted generative AI, while 45% are considering it
Source: KPMG, Australian Family Office: the role of technology (2025). Survey of 58 Australian family offices.
The challenges that hold a family office back
- 01Consolidated reporting across every entity and trust
- 02Data held in spreadsheets, inboxes and separate platforms
- 03Knowledge concentrated in one or two key people
- 04Investment committee decisions without a lasting record
- 05Private and offshore assets outside the main report
- 06Access that remains after people and advisers move on
- 07Interest in AI without a secure way to begin
We bring together a connected platform, an experienced engineering team and a long-term partnership, so your family office runs as one system.
The operating layer that connects your family office
Palxi Group sits above your existing accounting, banking, custody and portfolio tools. It brings their data together, keeps every entity and decision in order, and gives the family one clear view. Nothing is replaced unless you choose to replace it.
Consolidated net position
- Family Trust$96.4m
- Holdings Pty Ltd$71.2m
- Investment Co.$52.8m
- Foundation$28.2m
Illustrative example
How we work
Built for the way private wealth is managed
Private by design
Data hosted in Australia
Full audit trail of every change
Role based access for every person and adviser
AI that is optional, private and never trained on your data
The people behind every engagement
Palxi Group brings together product, engineering and security specialists with experience in regulated financial services. We work as an extension of your office, with the discretion your family expects.
Book a 30-minute conversation with us.