Professional wealth management services

Comprehensive Wealth Management Services

Tailored financial solutions designed to build, preserve, and transfer your wealth across generations. Our expert team provides sophisticated strategies for discerning clients.

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Our Core Services

We offer a complete range of wealth management services, each designed to address specific aspects of your financial life and long-term objectives.

Investment Management

Our investment management approach combines rigorous research, sophisticated portfolio construction, and active risk management to deliver consistent long-term returns.

  • Customised portfolio construction based on your risk profile and objectives
  • Global diversification across asset classes and markets
  • Ongoing portfolio monitoring and strategic rebalancing
  • Access to institutional-grade investment opportunities
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Investment portfolio management

Estate Planning & Wealth Transfer

Preserve your legacy and ensure efficient wealth transfer to future generations through comprehensive estate planning strategies tailored to your family's unique circumstances.

  • Succession planning for family businesses and assets
  • Trust structures and philanthropic planning
  • Cross-border estate planning for international families
  • Tax-efficient wealth transfer strategies
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Estate planning consultation

Risk Management & Protection

Comprehensive risk assessment and mitigation strategies to protect your wealth against market volatility, economic uncertainty, and unforeseen life events.

  • Portfolio risk analysis and stress testing
  • Insurance planning and coverage optimisation
  • Currency hedging for international exposures
  • Liquidity planning and emergency fund strategies
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Risk management strategy

Tax Optimisation

Maximise your after-tax returns through sophisticated tax planning strategies whilst ensuring full compliance with Dutch, EU, and international tax regulations.

  • Tax-efficient investment structuring and asset location
  • International tax planning for global portfolios
  • Capital gains management and harvesting strategies
  • Retirement account optimisation and planning
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Tax planning and optimisation

Specialised Advisory Services

Beyond our core offerings, we provide specialised services to address unique client needs and complex financial situations.

International Advisory

Cross-border wealth management solutions for international clients, including multi-jurisdictional compliance and currency management.

  • • Global investment opportunities
  • • Cross-border tax planning
  • • Multi-currency portfolios
  • • International regulatory compliance

Retirement Planning

Comprehensive strategies to ensure you maintain your desired lifestyle throughout retirement with sustainable income streams.

  • • Retirement income planning
  • • Pension optimisation
  • • Healthcare cost planning
  • • Legacy preservation

Corporate Services

Executive financial planning and corporate treasury management services for business owners and senior executives.

  • • Executive compensation planning
  • • Stock option strategies
  • • Corporate pension plans
  • • Business succession planning

Philanthropic Planning

Strategic charitable giving solutions that align with your values whilst providing tax benefits and creating lasting impact.

  • • Charitable foundation setup
  • • Donor-advised funds
  • • Tax-efficient giving strategies
  • • Impact measurement

Real Estate Advisory

Strategic real estate investment guidance, including direct property investment and real estate investment trusts (REITs).

  • • Property investment analysis
  • • REIT portfolio construction
  • • Real estate financing
  • • Property tax optimisation

Education Planning

Comprehensive education funding strategies to secure your children's academic future whilst maintaining tax efficiency.

  • • Education savings plans
  • • International school funding
  • • University cost planning
  • • Tax-advantaged savings

Our Client Process

We follow a structured approach to understand your needs and deliver personalised wealth management solutions.

1

Discovery

Initial consultation to understand your financial situation, goals, and risk tolerance through comprehensive analysis.

2

Strategy

Development of a customised wealth management strategy tailored to your specific objectives and circumstances.

3

Implementation

Execution of the agreed strategy with careful attention to timing, tax efficiency, and risk management.

4

Monitoring

Ongoing portfolio monitoring, regular reviews, and strategic adjustments to ensure continued alignment with your goals.

Ready to Begin Your Wealth Journey?

Contact our team today to discuss how our comprehensive wealth management services can help you achieve your financial objectives.