Well-prepared for wealth
Private banking for future generations in wealthy families
In the future, you will receive wealth from your parents, either through a gift or inheritance. This is a significant responsibility that you want to be well-prepared for. At the same time, you want to make the most of your own wealth now, for yourself and your loved ones. As an engaged private bank, we also guide the (young) adult children of wealthy clients with wealth-related matters.
Certainty about the future
Discussing family wealth with your parents can be challenging; you don't want to appear intrusive, and they don't want to burden you with it. But are you actually aware of your parents' financial wishes for the future, such as their retirement or inheritance plans? And do you have sufficient insight into your own financial possibilities, for example, if you want to retire early or help your child with buying a house?
“I help the children of wealthy clients discover the world of wealth and finance; from initial investments, to buying a first home, and thinking about the future.”
Bhavana Suri
Private banker & Next coach | ABN AMRO MeesPierson
Private banking for multiple generations in your family
Just as we are here for our clients, we are also here for their families. For 300 years. A private banker or specialist is happy to guide you and your parents in conversations about family wealth, either at our office or at your kitchen table. We also help you explore your financial opportunities, both now and in the future. But we are also there for your first steps as a wealthy individual, such as learning to manage wealth. Thus, we are here for multiple generations in your family.
Our services
Wealth Management for young adults
Wealth guidance for young adult children (18-35 years) of clients. Features:
- Personal coaching in acquiring and retaining wealth
- Sparring partner for purchasing a (first) home
- Generation Next Academy: gaining knowledge about wealth, investing and the impact of life events
Investing involves risks, you can lose (part of) your investment.
Wealth Management for adults
Wealth management for adult children (35–55 years) of clients. Features:
- Your personal banker will guide you in growing your own wealth and family wealth
- Insight and overview via Wealth Planning and Estate Planning
- Investing through Portfolio Management using Guided Investing or Self-directed Investing
Investing involves risks, you can lose (part of) your investment.
Family Mortgage
You are not alone. Thanks to a Family Mortgage, your (grand)parents can help you with the purchase of your (first) home. Features:
- More financing options for buying or renovating a home
- Financial support through a gift or loan-gift structure is possible
- Wealth remains within the family
Contact us
Call me back
Send us your contact information and we will call you back within two business days.
Arranged within 1 minute
Call us now
We are available on business days between 08.00 and 21.00 to exchange ideas.
Personal contact
Call me back
Send us your contact information and we will call you back within two business days.
Arranged within 1 minute
Call us now
We are available on business days between 08.00 and 21.00 to exchange ideas.
Personal contact