FileSealFileSeal

For Wealth Management & Family OfficesA source-of-wealth pack
deserves better than an email thread

HNW clients trust you with multi-generational wealth. When onboarding requires source-of-wealth evidence, trust deeds, and beneficial-ownership documents, your collection method should match the discretion they expect.

Trusted by Private-Client Teams
Enterprise-Level Security
No Client Registration
Complete Discretion
Start Collecting SecurelySign In

No credit card required · Your clients will trust you more for using it

The Reality of HNW Client Onboarding

The Source-of-Wealth Pack Problem

Onboarding a family office client means collecting trust deeds, company structure charts, asset statements, and source-of-funds evidence. Orchestrating that over email is neither professional nor secure.

Multiple Parties, One Mandate

A single HNW mandate can involve the client, a trustee, a lawyer, and an accountant. Coordinating document collection across all of them via forwarded email chains is not the experience they expect.

Discretion Is the Product

Private-client relationships are built on trust. When a client sees their passport and portfolio statement requested over unencrypted email, it signals that their data is not being treated with the care their assets deserve.

The Secure Handoff for Private-Client Documents

Replace the “please email your trust deed” moment with professional, encrypted document collection

1. Create secure link

30 seconds

“Please upload your source-of-wealth evidence, identity documents, and entity structure using this secure link”

2. Client uploads securely

AES-256 encryption

Documents are encrypted on their device before upload. No passwords, no registration. Appropriate for the most sensitive private-client documents.

3. You download once

Then deleted forever

Complete audit trail for your compliance records. Documents deleted automatically after download. One-time access, sealed forever.

Purpose-Built for Wealth Management Document Flows

Source of Wealth and Source of Funds Evidence

Business sale proceeds, inheritance documentation, portfolio histories and asset statements

KYC and AML Identity Packs

Passports, proof of address, certified identity documents for all beneficial owners

Trust and Company Structure Documents

Trust deeds, articles of association, shareholder registers, power of attorney

Beneficial Ownership Details

UBO declarations, corporate structure charts, register of persons with significant control

Portfolio and Estate Statements

Existing investment portfolios, property valuations, pension values, estate inventories

Tax and Estate Planning Documents

Tax returns, IHT planning papers, offshore account disclosures, accountant letters

Logins and Restricted Instructions

Share a portal login or a confidential instruction with a client as a one-time, self-deleting note

Why Wealth Managers Choose FileSeal

See how FileSeal compares to common alternatives

Security feature comparison
MethodEncryptionAccess ControlAuto-DeleteAudit Trail
FileSeal
AES-256
One-time URLs
Automatic
Complete
Email
Plain text
Forwarded/stored
Permanent
None
WeTransfer
In transit
Download tracking
3 days
Limited
Google Drive
At rest
Link sharing
Permanent
Limited

Enterprise-Grade Security for Private-Client Teams

Built-in security and compliance features so you can focus on your clients, not the infrastructure

Zero-knowledge option

For the most sensitive mandates, choose “Get a link” mode: the encryption key lives only in the URL fragment. Even FileSeal cannot read the file.

Client-side AES-GCM-256 encryption
Optional zero-knowledge delivery

Audit-Ready Compliance

Every document request generates a timestamped audit trail. UK data residency, GDPR-compliant by design, and evidence of reasonable security measures.

Complete audit trails
UK data residency only

The Level of Discretion Clients Expect

“Use our secure document portal” is the right introduction for a family-office relationship. It signals that you take their privacy as seriously as their portfolio.

No client account required
Professional, branded experience
Immediate Deletion
One-Time Access
No Client Registration
Instant Notifications
Professional Dashboard
UK Data Processing
Configurable Expiry
Complete Audit Trails

Frequently Asked Questions

Do clients need to create an account or install anything?

No. Clients click your secure link and upload their documents immediately. There are no passwords, no registration, and no software to install. This is particularly important for HNW clients who expect friction-free service.

Can I collect documents from multiple people on one mandate?

Yes. You can create separate secure links for each party involved in an onboarding - the client, a trustee, a legal representative, or a company director - and manage all incoming documents from your dashboard.

What documents can I collect securely?

Any document your KYC and AML process requires: passports, proof of address, source-of-wealth evidence, source-of-funds documentation, trust deeds, company structure charts, beneficial-ownership declarations, portfolio statements, tax returns, and estate documents.

Give your HNW clients the discretion they expect from day one

Create your first secure document request in 30 seconds. No credit card required.

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GDPR compliant · No credit card required · 5 free requests

Security Guides for Wealth Management

Expert guidance on secure HNW client onboarding, source-of-wealth document handling, and GDPR-compliant document collection.

Family Office

Secure Document Sharing for Family Offices

How family offices and private-client teams collect sensitive onboarding documents without exposing them over email.

HNW Onboarding

HNW Client Onboarding Document Security

Best practices for collecting source-of-wealth packs, KYC documents, and trust structures from high-net-worth clients.

GDPR Guide

GDPR Document Collection Compliance Guide

Fix your document collection process in 15 minutes and ensure your client data handling meets UK data protection law.