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Wealth Planning

A personal plan to achieve your financial goals

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  • Clarity for now and later
  • For entrepreneurs and private customers
  • Our expertise makes it easier for you

Embrace the future

Your wealth and financial future are unique and require customised solutions. A good Wealth Plan revolves around the questions that concern you. This often concerns more than just money. Our experts are happy to help you with Wealth Planning. By allowing them to do so, you will acquire an overview and can see the immediate financial impact of your choices. This provides insight and guidance.

What occupies your time?

Your financial choices impact your life, your business and that of your family. We would be happy to discuss whether your wishes and goals are financially feasible. What financial issues are currently on your mind?

  • How do I transfer my wealth to my children?
  • I have sold my company, now what?
  • Is everything (still) arranged appropriately, for me, my partner, my family?
  • Do I have an adequate pension?
  • What will happen to my company if something unexpected happens to me?

A clear step-by-step plan

In this way, we bring clarity to your overall financial picture.

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Appointment with a Private Banker

The conversation with our private banker will encompass your wishes and goals, what is important to you and how your overall financial situation fits in with this.

Insight and outlook

We protect your situation against inflation, a changing tax system and current returns. We examine what different scenarios might mean for you, which you discuss in a personal conversation with one of our experts.

Your personal Wealth Plan

Want to know where you stand now and in 10 years time? Your future plans are assessed for feasibility. The options with respect to your unique situation gain greater clarity in a structured Wealth Plan.

One

Appointment with a Private Banker

The conversation with our private banker will encompass your wishes and goals, what is important to you and how your overall financial situation fits in with this.

Two

Insight and outlook

We protect your situation against inflation, a changing tax system and current returns. We examine what different scenarios might mean for you, which you discuss in a personal conversation with one of our experts.

Three

Your personal Wealth Plan

Want to know where you stand now and in 10 years time? Your future plans are assessed for feasibility. The options with respect to your unique situation gain greater clarity in a structured Wealth Plan.

FAQ about Wealth Planning

Is Wealth Planning appropriate for my situation?

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.

How can I prepare?

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. 

What can I expect from Wealth Planning?

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. 

How does a Wealth Plan benefit me?

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. 

Are any costs associated with Wealth Planning?

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. 

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Send us your contact information and we will call you back within two business days.

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Call us now

We are available on business days between 09.00 and 17.00 to exchange ideas.

+31 (0)20 343 43 33