Provide your family with financial security
We can help you develop a customised plan
A good asset plan means stability and continuity for future generations. Find out how to structure your assets strategically.
The right time to optimise your assets
‘We want to treat all the children equally.’
‘To arrange handing over our business to the next generation properly, we contacted ABN AMRO MeesPierson, as we’d heard that they are a solution-oriented sparring partner. The private banker and wealth planner drew our attention to some useful points to consider in light of our situation.’
How do I make the right decision?
Why wealth transfer is also a mental exercise
Transferring wealth to the next generation involves more than aligning financial, tax and legal considerations. Families also face unspoken expectations, underlying tensions, and questions of identity and letting go.
Family wealth across the generations
No one wants happy and harmonious family occasions to turn into arguments about money or the policy of the family-owned business. A lack of clear agreements and asset planning can lead to precisely such tensions, though. This means that a family charter and asset planning are no luxury: they are a necessity.
International family wealth requires tailored solutions and broad expertise
'Managing family wealth and transferring it to the next generation is often highly complex, especially when multiple generations are involved and family members, businesses and assets are spread across different countries,' says Jérôme Castagne, Head of Private Wealth Management at ABN AMRO MeesPierson's Brussels office.
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The healthcare power of attorney: a must have
Do you want security and peace of mind for the future? Learn how a healthcare power of attorney is essential for arranging your financial affairs and assets properly when you’re no longer able to do so yourself. In this article, our expert explains how you can appoint attorneys in advance to make decisions on your behalf, and why it’s essential to do so for the sake of continuity and to spare your loved ones difficult decisions.
Making a bank gift
Making a bank gift is advantageous from a tax viewpoint and not difficult if you know what to look out for. Like to know how it works? We’ll be happy to explain.
Capital Gains Tax on Inheritance and Gifts
Thinking of leaving investments to your heirs in your will? Considering gifting an investment portfolio while retaining usufruct? Or planning to pass your SME shares on to the next generation? Whatever your intentions, the introduction of capital gains tax means it is worth reviewing those plans carefully.
A customised asset plan
If you have any questions or would like a meeting with one of our portfolio managers at ABN AMRO MeesPierson, get in touch.
How we can support you with your next step?
Managing your assets optimally, both now and in the future
With our asset planning service you can gain a clear picture of your assets and receive specialist advice to ensure optimal management. Our asset planning experts will be happy to help you achieve your personal and professional goals.
A strategic approach to intergenerational wealth
At ABN AMRO MeesPierson, we support families with tailor-made solutions for wealth creation, transfer and protection, so that you can leave your loved ones in a secure position.
Prepare for your role as the next generation
Prepare for unique opportunities and challenges as a future leader. At ABN AMRO, we support your ambitions through the Next Gen Academy, so that you can manage your future assets with confidence and integrity.
Would you like to talk about your wishes and goals?
Not yet a client at ABN AMRO MeesPierson?
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Are you already a client?
Your private banker is your dedicated point of contact for questions about your wealth. No details at hand? Check out the contact options.