You expect a wealth transfer through a gift or inheritance
It starts with being well prepared
If you are expecting to receive a gift or an inheritance, you might have ideas about your future plans. Do you want to be sure whether those plans can be realised? Receiving and managing assets can be complex. It starts with being well prepared. We will help you with clear answers, whatever your situation.
What is your situation?
“When I talk to clients about their estate, the emphasis is often initially on inheritance tax ”
Ragna Poulissen
Wealth Planner
Expert story: your legacy is more than a will
Ragna Poulissen guides families in arranging their estate. With years of experience, she has already sat down together with hundreds of families. I see that clients increasingly want to transfer wealth to their children in a protected way so that the children cannot yet access it.
Leaving a legacy to charity
Leaving assets (entirely) within the family is not always self-evident. Perhaps you would like to donate some money to a charity. Take a look at the possibilities for philanthropy through ABN AMRO MeesPierson.
Want to discuss your wealth transfer?
Do you have a question about wealth transfer, or would you like to talk to us without any obligation? Please contact us, we look forward to meeting you.
Contact
Interested in private banking?
Would you like to get to know us with no obligation and discuss your wishes and goals?
Schedule a meeting directly. We are looking forward to meeting you.
For clients
Do you have a question about your daily banking matters? Please contact Private Assistance:
+31 (0)20 343 43 43 | Wk 8.00am-9.00pm - Sa 9.00am-5.30pm
Would you like to get in touch with your private banker? You'll find their current contact details in your Internet Banking.
Interested in private banking?
Would you like to get to know us with no obligation and discuss your wishes and goals?
Schedule a meeting directly. We are looking forward to meeting you.
For clients
Do you have a question about your daily banking matters? Please contact Private Assistance:
+31 (0)20 343 43 43 | Wk 8.00am-9.00pm - Sa 9.00am-5.30pm
Would you like to get in touch with your private banker? You'll find their current contact details in your Internet Banking.