Wealth Planning

Tailored wealth planning helps you look forward with confidence.

Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.

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A holistic approach

We believe that wealth planning is about more than just money – it’s about achieving your financial objectives and providing peace of mind for you and your family. That’s why we take a holistic approach to wealth planning, focusing on your individual circumstances to create a bespoke plan that is right for you.

We review your plan regularly to make sure it is up to date and always ready for whatever challenges or opportunities come along. This well-rounded and long-term approach means we create meaningful relationships, and look after the needs of families for many generations.

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Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.

Your future is in good hands

Wealth planning allows you to create a roadmap that takes into account all of your unique goals and needs. That's why we offer a comprehensive range of services to help you achieve what you want from your wealth. We can advise you on everything from saving for retirement and investing in a tax-efficient way, to passing wealth on to the next generation and protecting your family financially.

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Our services cover:

Family protection

Investment structures

Estate and inheritance planning

Retirement planning and pensions

Lifetime cash flow modelling

Consult with our team of expert advisors today

Making the right decisions now can bring peace of mind of a clearer future for you and your family. To get started, contact one of our experts in your local office.

Belgium

Puilaetco

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Denmark

Quintet Danmark

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Luxembourg

Quintet Luxembourg

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Germany

Merck Finck

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Netherlands

InsingerGilissen

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United Kingdom

Brown Shipley

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How we help you

As a private bank for people who see the world differently, we partner with you to help you to invest in the life you want for yourself and your family, providing insight and introducing opportunities – always putting you first.