Our approach

Personal intake & Investment strategy

During a personal intake, we shall identify the investment principles which enables us to carve your personal financial strategy. Matters you could think of which will be addressed during the intake are a summary of your overall wealth position, investment goal(s), investment horizon and possible tax implications accompanied with other possible personal preferences. All this in order to obtain a complete overview of your financial situation which than will enable us to prepare a suitable investment strategy.

Implementation

As soon as we prepared the suitable investment strategy we will discuss the outcome with you in a personal meeting. Once approved we will assist you with the implementation. Depending on the investment solutions, we will help you in selecting the most appropriate financial service providers in that specific area. Examples of financial service providers are: banks, asset managers, private equity firms and real estate managers. We operate both nationally and internationally. Besides selecting the solutions and providers we will also analyze the total cost structure for you and optimize where  possible.

Monitoring

After implementation, we will continuously monitor everything from our consolidated overview. In case of any deviation, we will make you aware and elaborate how to deal with this.

Periodic review

Besides monitoring the investment solutions an periodic overall review will be held at least once a year, if needed more often. If some of the investment principles have changed the overall investment strategy should be adjusted accordingly.

Of course we will be there to assist you as often as necessary.