Get to know our expertise

Solutions for your wealth at your fingertips

We bring your financial goals and personal wishes within reach. With our tailor-made approach and in-depth expertise, we assist you in making the right decisions. Your ambitions are the focus of our personal services. Choose ambition and reliability with us by your side.

Our expertise

Get to know the range of expertise with which we assist you in your wealth goals

Wealth Planning

With our complimentary Wealth Planning service, you will not only gain insight into your wealth goals for now and in the future, but we will also specifically use our expertise to meet your unique needs. Features:

Insight into your current and future wealth, with calculations of financial scenarios for preservation and growth based on your goals
Insights for entrepreneurs regarding future business transfer and company sale

Estate Planning

With Estate Planning, we analyse the status of your estate and wealth transfer. Our Estate Planning report ensures that your estate receives the attention it deserves. Features:

Insight into your current situation and wishes for wealth transfer, donations, estate. During life, illness, mental incapacity, or death
Points of attention for life events that impact business, succession, and family

Customised mortgage

We offer specialised services for mortgages. When applying for a mortgage, we look at both your income and your assets. Features:

Customised calculation for wealthy individuals and entrepreneurs
Short timelines for receiving a financing proposal, allowing you to bid as quickly as possible
Direct contact with our mortgage specialists

Investing

We help you invest with confidence by finding the investment option that suits you best. Features:

Investment advice tailored to your investment goals
Independent investing on the main stock exchanges in 22 countries
Dedicated wealth managers who invest on your behalf and with you in mind
Access to exclusive investment categories such as Private Equity

Investing involves risks, you can lose (part of) your investment.

Private Equity

Our advisers can guide you in building a diversified portfolio of international, recognised Private Equity funds. Features:

Access to an exclusive investment category
For experienced investors with a long investment horizon
Together with your investment adviser, you determine your personal investment plan
Information about suitable investment opportunities several times a year

Investing involves risks, you can lose (part of) your investment.

Private banking for families

We are here for you, but also for your family. We support your children with our unique Next and Connect services. Features:

Next: for young adult children (18–35 years) who are learning how to manage money, with a coach as a point of contact
Connect: for adult children (35–55 years) who will inherit wealth
Family plan for families who want to discuss and document wishes and goals for the family wealth
Mortgage loan within the family, to help (grand)children purchase a home

Philanthropy

Giving is wonderful and fulfilling. We will help you get started so you can contribute to a better world with your money, time or other resources. Features:

Philanthropy specialists with whom you can inventory your wishes and options
Personal guidance in setting up an ANBI Foundation
Corporate Foundation to contribute to a better world through the company

Contribute to a better world

We will work with you to explore your options for contributing to a better world. Features:

Consciously investing in companies that are actively making their businesses more sustainable or are sustainable
Contributing through your home, with a Sustainable Living Mortgage
With our VerduurzaamVerkenner [Sustainability Explorer] you will discover how you can contribute to a better world together with us

“We have extensive experience with all kinds of different financial matters and every approach is tailor-made. Wealth Planning is a strong starting point and also provides guidance to continue to challenge you in achieving your goals”

Ian Segers | Head of Acquisition