The power of a well-considerd planning
Do you need a dashboard that monitors your financial affairs? One that clearly maps out all the financial aspects of your personal and business story, and that adapts to every change? Delen Family Services helps you every step of the way. From an orderly digital archive for your documents to a detailed analysis of your current situation to a plan for your financial future.
Give yourself peace of mind
Delen Family Services helps you put your affairs in order. The result? Insight into your financial situation today, a look at the evolution over time, and to-the-point proposals to further optimise your financial future.
Your documents safe and orderly
No more paperwork, scattered all over the place. From now on, you will have your documents neatly arranged in your digital archive, always at hand and discreetly stored in Delen Suisse's secure IT systems. You scan and upload them yourself via your Delen app, or you leave that to your relationship manager.
Mapping of your family and companies
Create a tree of your family members and your companies. That’s how you link your personal and business life to your financial situation. You allocate the property rights in detail to each person, for each asset component.
Delen Family Services gives you access to the many years of our expertise in asset management and succession planning, bundled in one powerful solution.Michel Buysschaert
Your total assets in a clear overview
Get a clear synthesis of all your asset components: your portfolio, family home, second home, portfolio, equity stakes, art, insurance, and so on.
Your financial planning
Analyse how your financial situation is today, and see how it will evolve over time. What is the impact of marriage, your pension, the purchase of a second home, a donation, your group insurance paid out?
Your view on tomorrow's possibilities
Consider what you can do today to further improve your financial future. What donation options are available? What inheritance tax can you expect? Our Estate Planning lawyers and tax specialists will help you make the right choices that lead to a personal succession plan.
Delen Family Services is a solution for all our customers. It is not just a technical gadget.René Havaux - CEO Group Delen
Via the app or at the Delen office
Do you prefer to put your financial administration in order yourself, at home? With the Delen app you can scan and upload your documents safely and neatly to your digital archive. No app yet?Request your Delen app
Would you like us to take care of it? No problem, we will scan your documents for you.Make an appointment with your relationship manager