Wealth Planning

Is there a change taking place in your life, such as the (impending) sale of your company or the transfer of wealth within the family? Or would you like insight into your financial position, for example, in both the short and long term? Then Wealth Planning may be of interest to you. Your situation is unique and your wishes and goals affect your overall financial picture. If you bank with ABN AMRO MeesPierson, you can take advantage of Wealth Planning free of charge. A Wealth Planner will draw up your personal Wealth Plan together with you. Both your personal and business situation can be taken into account. Wealth Planning is offered to both entrepreneurs and private customers.

Your personal financial situation forms the basis of your Wealth Plan. That is why we always start with an exploratory conversation about your situation and wishes. Shortly afterwards, your private banker will indicate which documents are required to get started on your personal Wealth Plan. Your private banker makes it easy and accompanies you step by step. You can supply the required documents digitally. 

We will contact you by telephone for an initial exploratory meeting, during which we determine your situation and wishes. You will then have a conversation with your private banker or Wealth Planner. Depending on the information you provide, new insights are often gained that we act upon and analyse. As a result, you immediately get to see the impact of your choices for different scenarios. This provides insight and an overview of, for example, what could happen if you invest (an additional) part of your wealth. After the conversation you will receive your personal Wealth Plan. 

A Wealth Plan offers you guidance for now and the future when it comes to your overall financial situation. It provides clarity because you know the status of your financial affairs, which forms a solid basis for your financial planning. After the conversation with the expert, you will receive an extensive Wealth Plan from us with a complete overview and various financial scenarios.

Should something change in your life, our experts will be happy to discuss whether it is wise to revise your Wealth Plan accordingly. This notwithstanding, we recommend reassessing whether you are still on track after approximately 3 years. 

Wealth Planning is completely free of charge for our customers. We believe it is important to provide complete insight into a financial situation. In this way, we make better choices together. That is why our experts help with interactive, personal Wealth Planning at the bank’s expense. The only cost is some of your valuable time, for which the dividend is peace of mind and confidence in the decisions made.