Understanding your complex world
Private banking for partners and executives
You are a partner at a major firm, an executive or board member at a publicly listed company, or a new equity partner with potential financing needs. In your work, you strive for the utmost achievable results, which may demand much of your focus. We are pleased to relieve you of financial concerns whenever possible and assist you in efficiently building your wealth. With an understanding of the complexities of your world, we help you plan your finances and wealth in a way that suits you.
Financial complexity
As a partner or executive, you face complex challenges. As a new partner, you transition from salaried employment to income from your limited company. For example, how does this affect financing your dream home? Your retirement provision also requires attention. How do you build your pension outside of salaried employment? What are your options concerning compliance? And how much wealth do you need to accumulate to experience financial freedom in your later years?
“A lot happens in your private life as well, especially when the children are still young. From your bank you expect clarity and insight. If you know where you stand and where you want to go, you can map out the ultimate route. That foundation is what we create.”
Joke Munsters
Private Banker
Personal navigation
With a personalized approach, we are pleased to stand by your side and navigate your financial challenges. Our service begins with creating a financial plan that is fully tailored to your unique situation and needs. Whether it's obtaining the right mortgage for your dream home or assisting in setting up a diversified portfolio, we offer the expertise you need.
We understand that compliance is essential and help you ensure that your asset classes, such as stocks, bonds, and cash, fully meet the requirements of your position. Our goal is to provide you with clear advice.
Investing involves risks, you can lose (part of) your investment
Our services
Get acquainted with our services and explore the expertise we offer to guide you in your wealth goals.
Wealth Planning
Our service includes a Wealth Plan, which maps out your wishes and objectives. We assess the financial feasibility of your goals and outline future scenarios, such as:
- Insight into the required wealth accumulation for retirement provision
- Overview of various investment opportunities
- Early retirement
Custom Mortgages
With a custom mortgage, we can bring your dream home a step closer. This mortgage is designed for affluent individuals. Features:
- A tailored calculation based on both income and assets
- Direct contact with our mortgage specialists
- A quick financing proposal to make an offer
Estate Planning
Our Estate Planning service provides insight into the possibilities for transferring your wealth to the next generation. Features:
- Insight into your will and wishes for your estate
- Analysis of marital conditions and tax implications of marriage or divorce
- Mapping out your personal and business wishes in case of illness or death
What changes when I become a partner at my employer?
Your entry as a partner is a reward for hard work during your career and the intensive nomination process. Not only does your position in the organization change, but so does your personal financial situation. Therefore, seek a professional partner with the right expertise to support you in this transition.
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