-
What assets do I currently have?
First, we create an overview of your total assets based on your financial situation. We then map out your investment portfolio and asset components. Additionally, we create a family tree with an outline of each family member's property rights.
-
How does my life course impact my assets?
The second step is analysis. Based on your wealth overview, we make a simulation of the evolution of your wealth over time, and the inheritance tax you would have to pay should you take no action today.
-
What are the action points?
Finally, we draw up a plan tailored to your financial, professional and personal future plans. We also suggest possible steps to achieve optimal wealth planning.
.webp)
A clear overview of your assets
We clearly map out your assets. The starting point? A complete overview of your asset components. Based on this overview, we analyse your asset situation and simulate the inheritance tax.
Planning techniques
Managing and planning your wealth go hand in hand. Delen helps you achieve optimal wealth planning through specific techniques.
.webp)
the relationship manager: your go-to
Your financial situation is of course ever-changing. Life runs its course, and your wealth evolves. At Delen Suisse you have a fixed contact person, your relationship manager, who guides you in all financial matters. He or she is your trustworthy adviser.
Together you look at your current financial situation. You discuss your future plans, expectations and changes in your professional or private life.
Your relationship manager also directs you to relevant specialists in case of tax or legal questions. Or whenever you need support in shaping your financial future and that of your children or grandchildren.