Our aim is to continuously provide a complete overview of all assets.
Also alternative investments such as art or (classic) cars. As a ‘single point of contact’, we coordinate, in cooperation with our clients’ advisers, in various types of transactions. Think, for example, of a Private Equity investment or the purchase of real estate abroad. Working closely with the accountant and tax specialist, we ensure that all annual compliance work (annual accounts, returns, etc.) is in order. Specific client requirements can be provided on a bespoke basis if required.
Just in Case; we act as family back-up and support in case of death
or other drastic situations. We monitor and preserve all financial and legal
documentation, both for companies and private documents.
Wealth Management
What are your financial wishes and goals? Are they feasible, what are the risks, are there any alternatives? Together with you we assess your situation. On this basis we deliver a solid wealth plan.
Are you an active or passive investor? Do you pay too much tax on your investments? How much do you pay your asset manager, do they still fulfill your wishes, and do they achieve the desired results? Do your current assets allow you to stop working? We advise and assist with the implementation of a suitable investment solution and help you achieve your goals. Because we are independent, you will receive advice that will always fully fit your needs. Honest and transparent.
Estate Planning
Do you check your will every five years? Do your choices still match with the ever-changing laws and regulations? What happens if an entrepreneur becomes mentally incompetent, without having taken the right precautions?
We help you to make the right decisions. Because your assets should not become a burden to the next generation. We advise you about your marital property agreement, the contents of your will and how you might transfer assets now already. We also provide guidance for the settlement of legacies.
Administration
If you wish, we can take care of the complete documentation and administration of your assets. We prepare your annual accounts and take care of your income tax return and/or corporate income tax return. As family office, we can prepare a consolidated report of your investments. You will receive a complete overview of your listed assets, private equity investments and real estate.
Mapping all parts of your wealth and adjusting them to one another leads to a better overview. This will save you time and money and will give you peace of mind.
Property Management
Do you have an investment property or properties? Or do you want to rent out your home? We coordinate and monitor rental income, draw up rental contracts and solve technical problems at your property.
Wealth Management
Estate Planning
Administration
Property Management