Our planning techniques

At Delen Suisse, wealth management and wealth planning go hand in hand. We are convinced that the management of your assets cannot be separated from the evolution of those assets, and from the evolution that you yourself, your family or your business go through over time.  

We start bij carefully mapping out your asset situation. Next, we list your specific wishes and objectives. We test the feasibility of your plans and what this means for your assets. 
As a third step, your estate planner will go over the options and possible actions in order to create an optimal estate planning, such as a modification of a marriage contract, a gift, a will, and so on.
As a result, you arrive at an integrated estate and succession planning for your movable and immovable assets – allowing you to make informed decisions.

Legal and tax advice

Do you have questions about inheritance and gift tax rates, direct taxes, your will, investments through DBI funds or other topics? Our team of legal and tax experts are available to answer your questions and to offer crystal-clear solutions. Here below are some of the topics on which they gladly advise you. 

Modification of marriage contract

Your marriage contracts is in many ways decisive for your future wealth, and can be an important tool in protecting your partner. It is therefore crucial to include the correct provisions.

Gift

The moment & amount that you gift, and the way in which you do so, influence the gift tax and determine your final tax savings. Several options also exist for donating to a charity.

Healthcare proxy

What should you do when you are no longer able to manage your assets? In that case, you can unburden your loved ones by appointing a healthcare proxy (i.e. a trustee or agent) to manage your assets.

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The planning and transfer of your wealth is not only a technical matter but also a personal, emotional one. Our experts create the optimal conditions for dialogue and consultation, in complete discretion.

— Steven Osaer

A helicopter view of your assets

A clear view of your assets components is the starting point for wealth planning tailored to your needs.

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Plan your financial future

Obtain legal and tax advice to further strengthen your family and company assets for future generations. Our estate planners and tax specialists are at your service.

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