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.
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.
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.
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.