Your asset overview as the starting point

Delen's asset overview provides a solid basis for targeted advice. Based on a complete overview of all aspects of your assets and your family situation, we can analyse your current situation and draw up a customised planning.

How an overview brings insight

Are you in need of a clear guide for monitoring your financial affairs? An intuitive dashboard that encompasses all aspects of your personal and business assets, and easily adjusts to every change? Delen Suisse guides you every step of the way.

Our checklist helps you identify the documents that matter to you. Together with the digital archive in the Delen app or Delen OnLine - where you can securely store your documents - they form an important step in mapping your assets and synthesizing your asset components: your portfolio, home, second residence, company, financial holdings, art, insurance, etc.

You can also create a (company) family tree, to link your personal and business life to your asset situation. You can assign property rights to each person and for each asset, in a detailed manner.

An additional advantage: storing all documents centrally, allows the next generation to easily find and follow-up information on your assets. Finally, a comprehensive overview of all asset components and how the assets were created, can help prove their origin.

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The asset overview is crucial to give correct advice and to start planning

— Katrin Eyckmans, legal & tax specialist and member of Delen Private Bank's executive committee

Getting started with the digital archive

Are you ready to start outlining your assets? We are happy to help you on your way. To obtain a planning tailored to your needs, the following documents – if applicable – should not be missing from your archive:

  1. Marriage contract

  2. Will

  3. Healthcare proxy

Depending on your personal situation, other documents may of course be relevant: the deed of sale of a property or proof of a gift, for example.

You and your relationship manager can go through all relevant documents via the checklist. Next, you can easily upload or retrieve your documents from MyMinfin via the Delen app or Delen OnLine.

Your asset situation also evolves over time. That is why our asset overview is dynamic: we can adapt information on loans, movable and immovable assets whenever needed – based on the data you provide during an appointment or enter via the Delen app or Delen OnLine.

The first step to wealth planning

A family tree and an overview of your assets allow us to analyse your current financial situation. It also helps us to assess how your assets will evolve and what the impact is of a marriage, the purchase of a second property,  retirement, a gift, etc.

More about wealth planning

Via the app or at the office

Do you prefer to put your financial affairs in order right away? Via the Delen app or Delen OnLine you can store your documents safely and neatly in your digital archive. 

You can also contact your relationship manager. He or she will be happy to assist you.

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