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ABN AMRO

Wealth Planning

How to optimally manage your wealth, today and tomorrow?

Wealth Planning

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  • Gain insight into your assets
  • Extensive analysis of your situation
  • Discretion guaranteed

You possess a comfortable amount of money and want to safeguard it. Not only for yourself, but also for generations to come. Because life is full of surprises that could impact your financial situation. Perhaps you decide to sell your business one day, or you want to retire sooner, or you finally want to get around to purchasing that second home abroad. And what are the financial consequences should something suddenly happen to you?

Our Wealth Planning Service provides you with a clear picture of your assets and specialised advice for optimum management. Our experts and Private Bankers are happy to help you attain your personal and professional goals. Already a client and interested in our Wealth Planning Service? Then contact your Private Banker right away. Not yet a client? Then make an obligation-free appointment.

ABN AMRO

What can the Wealth Solutions Specialist do for you?

If your assets are complicated or if you have your own business, the Wealth Solutions Specialist will meet with you at home. They will sketch the current situation as complete as possible, considering your family situation, assets and business. Our starting point is always your specific objectives.

What do you want to emphasise: growing, maintaining or transferring your assets? What is the strategy for your business? What is important to you regarding your family? All these elements will be discussed with you. If you wish all of this to be written down and further elaborated upon, you may decide on a Financial Planning agreement. Within the framework of this agreement, the specialist will propose possible optimalisations and further elaborate these. Should, for example, a notary be required to intercede, the specialist will also support you in this matter and follow up on the rest.

About wealth planning

For whom?

When you start banking with ABN AMRO Private Banking, your Private Banker will chart your wishes, goals and current financial situation. This offers you more insight and knowledge as to whether and when you can attain your goals.

What happens after Wealth Planning?

Based on your asset situation, the Wealth Solutions Specialist indicates which services might be of interest to you. Together with your Private Banker and your tax adviser, we will then develop a strategy for maintaining, growing or transferring your assets. The information you receive from the Wealth Solutions Specialist helps you and your tax adviser make the right decisions.

How can I prepare?

Good preparation is essential. That is why you should remember to bring a full overview of your assets, as well as your marriage contract, will and other relevant documents. It would also be wise to consider what kind of financial future you envision. Are you considering early retirement? Do you want to help you children buy a house? The answers to these questions help our specialists to understand your wishes and goals.

Fees

Do you want general advice, for instance when you want to get married and have questions about the matrimonial regime? Or advice on specific matters, such as purchasing a second residence? As a client of ABN AMRO Private Banking Belgium, we will not charge you for this. A detailed simulation, for example, with regards to the taxes on an inheritance and/or gifts, is also free of charge for clients of ABN AMRO Private Banking Belgium.

Only, writing a Wealth Plan that falls under the financial planning law costs €825, excl. VAT. Suppose you want to establish a family partnership. In that case, this amount comprises both the study and the advice and the establishment of the partnership.

Interested for a meeting with your Private Banker?

Make an appointment

About wealth planning

For whom?
What happens after Wealth Planning?
How can I prepare?
Fees

For whom?

When you start banking with ABN AMRO Private Banking, your Private Banker will chart your wishes, goals and current financial situation. This offers you more insight and knowledge as to whether and when you can attain your goals.

What happens after Wealth Planning?

Based on your asset situation, the Wealth Solutions Specialist indicates which services might be of interest to you. Together with your Private Banker and your tax adviser, we will then develop a strategy for maintaining, growing or transferring your assets. The information you receive from the Wealth Solutions Specialist helps you and your tax adviser make the right decisions.

How can I prepare?

Good preparation is essential. That is why you should remember to bring a full overview of your assets, as well as your marriage contract, will and other relevant documents. It would also be wise to consider what kind of financial future you envision. Are you considering early retirement? Do you want to help you children buy a house? The answers to these questions help our specialists to understand your wishes and goals.

Fees

Do you want general advice, for instance when you want to get married and have questions about the matrimonial regime? Or advice on specific matters, such as purchasing a second residence? As a client of ABN AMRO Private Banking Belgium, we will not charge you for this. A detailed simulation, for example, with regards to the taxes on an inheritance and/or gifts, is also free of charge for clients of ABN AMRO Private Banking Belgium.

Only, writing a Wealth Plan that falls under the financial planning law costs €825, excl. VAT. Suppose you want to establish a family partnership. In that case, this amount comprises both the study and the advice and the establishment of the partnership.

Interested for a meeting with your Private Banker?

Make an appointment
ABN AMRO

Safeguard your assets, including for the next generation?

Our Wealth Planning Service provides you with a clear picture of your assets and specialised advice for optimum management. Our experts and Private Bankers are happy to help you reach your personal and professional goals.

What is your financial objective?

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