Family Plan

The Family Plan guides both you and your children step by step through a process in which you discuss your shared future plans, ambitions, wishes and any concerns about family wealth. Together with you, we clarify the implications of transferring wealth. Our experts are ready to support your family with a Family Plan based on your shared specific needs and goals. We also offer your children the same level of service and, just like you, a dedicated point of contact, enabling them to shape their own financial future with confidence.

You discuss participation in the Family Plan process with your children. After this, your private banker will send you a document containing several points on which you can indicate (possibly after consulting your children) which topics you consider relevant to discuss and which topics you would prefer not to discuss with your children (for now).

The Family Plan gives you clarity about which actions you still need to take. This may include drawing up a will, or making gifts now in order to benefit from any tax advantages. Your children gain insight into what has already been arranged, what you expect from them, and how they can plan their own financial future.

The Family Plan is a service offered by ABN AMRO MeesPierson. We do not charge any fees for this service.

You and your children can rely on support from our specialists at any time, even after the Family Plan process has been completed. The Family Plan is not a one‑off document. It is a fully digital plan and will be reviewed regularly with your private banker. This can be done annually if you wish, or whenever your situation changes. Adjustments can be made easily, helping ABN AMRO MeesPierson support you and your children in being well prepared for the future.

The Family Plan meetings do not require all family members to be physically present in the same location. For example, parents may attend the meeting in person at the office, while children may participate online via a Teams video call.

The duration of a typical Family Plan process depends on your availability, the availability of your children, and the number of desired expert sessions. It may therefore vary. A standard process usually includes:

• a start meeting (1.5 hours),
• a Financial Planning meeting (1 hour),
• an expert session (1.5 hours), and
• a final meeting (1 hour).