The aim is to establish an overall picture of the personal or joint financial situation. Although there will always be uncertainties, a financial plan tries to give the best and fullest possible picture of the current and future income and asset position for both the short and long term, in connection with further life planning.
This makes it easier to see future income and expenditure and to anticipate them. Managing cash flows can mean a significant improvement in wealth.
Activities that take place within our office under this main group include:
* Drawing up current and assumed future income and asset positions
* Setting up desired financing and mortgage constructions
* Tax burden optimisation (possibly international)
* Determining optimal dividend issues
* Guidance on business succession issues
* Guidance on issues for expats
* Residence provision
* Severance payments (golden handshake) and personal injury payments
* VBI, Fund for Common Account, Family BV, Family Foundation etc.
Do you have any questions or would you like a no-obligation consultation? Then please contact us using the form below.