Wealth planning

Bridging the gap between today and tomorrow

Have you thought about how you wish to shape your financial future? At Delen Suisse, your relationship manager helps you to thoroughly draw up your financial plans. The questions here below already help you on your way.

What assets do I currently have?

First, we create an overview of your total assets based on your financial situation. We then map out your investment portfolio and asset components. Additionally, we create a family tree with an outline of each family member's property rights.
How does my life course impact my assets?

The second step is analysis. Based on your wealth overview, we make a simulation of the evolution of your wealth over time, and the inheritance tax you would have to pay should you take no action today.
What are the action points?

Finally, we draw up a plan tailored to your financial, professional and personal future plans. We also suggest possible steps to achieve optimal wealth planning.

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A clear overview of your assets

We clearly map out your assets. The starting point? A complete overview of your asset components. Based on this overview, we analyse your asset situation and simulate the inheritance tax.

Planning techniques

Managing and planning your wealth go hand in hand. Delen helps you achieve optimal wealth planning through specific techniques.

Explore our planning techniques

The advantages in a nutshell

one integrated plan, tailored to your needs
legally secure and crystal-clear solutions
a multidisciplinary team of estate planners, legal assistants and tax specialists
close cooperation with other advisers (notary, lawyer, accountant, etc.)
knowledge and experience in wealth planning since 1995

Our loan offer

Delen Suisse's loan offer is part of our holistic and prudent approach concerning your wealth. In this sense, our credit expertise forms an integral part of our mission as an asset manager.

As with portfolio management and wealth planning, Delen Suisse's motto on loans is: ‘keep it simple’.

Our approach:

is flexible: the term of the loan is tailored to your situation. You can also repay your loan early if that seems useful. The maximum term is 3 years.
is efficient thanks to the digital information processing
offers a comprehensive overview of your dossier
is straightforward, prudent and adapted to your financial situation

This is not a loan offer. Each dossier is treated individually and thoroughly analysed.

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the relationship manager: your go-to

Your financial situation is of course ever-changing. Life runs its course, and your wealth evolves. At Delen Suisse you have a fixed contact person, your relationship manager, who guides you in all financial matters. He or she is your trustworthy adviser.

Together you look at your current financial situation. You discuss your future plans, expectations and changes in your professional or private life.

Your relationship manager also directs you to relevant specialists in case of tax or legal questions. Or whenever you need support in shaping your financial future and that of your children or grandchildren.