Professional wealth management and tailored financial planning

We understand that managing your assets plays a crucial role in achieving your financial goals. That is why we offer tailored asset management services, supporting you in drawing up a detailed financial plan that perfectly matches your personal situation, wishes and future plans. Financial planning is more than just mapping your income and assets; it is about spotting risks and key decision moments so that you can always look forward and make informed decisions. We help you stay in control so you can anticipate the future and ensure your financial security.

How do we help you?

By providing insight into your future income, tax claims, disaster risks and other important life choices. Decision moments that we can already recognise and suggest possible solutions for. We offer guidance in every step of financial planning, so you always have a clear path in mind.

What do we offer?

  • Inventory and reports on your future income, tax claims, and wealth accumulation.
  • Clear advice on important financial choices based on your stage of life and goals.
  • Guidance on how to spot decision moments in time, so you are always prepared.
  • Expert assistance with international property investments, such as the purchase of a holiday home abroad.

How do you benefit?

We offer insight into your current asset position and develop a plan for growth and wealth transfer. We identify and manage financial risks, including unforeseen circumstances. We also provide expert advice on international property investments, such as the purchase of a holiday home. Everything is based on transparency, so you know what choices you can now make to achieve your goals.

Benefits

  • Full control over your financial situation.
  • Minimising tax burden on asset transfers.
  • Protecting your assets from risk.
  • Smart advice for international property investment.
  • A clear plan to achieve your financial goals.

Do you have a question?

Please contact our specialists for more information about our services. 

Our specialists

Ido Tasma
Ido Tasma
Partner
Gouda
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Erik van der Sande
Erik van der Sande
Partner
Rotterdam
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Robert Slootweg
Robert Slootweg
Manager Tax
Gouda
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    Why choose for Grant Thornton?

    Grant Thornton Netherlands is a member of Grant Thornton International Ltd (GTIL), one of the world's largest networks (#7) of independent accounting and advisory firms, with 76,000 professionals in 156 markets. From eight Dutch offices, more than 700 professionals support our clients with advice and guidance in the fields of accountancy, tax, and (financial) advisory. We deliver world-class expertise in a way that seamlessly aligns with each client's unique situation. We operate from a solid foundation with a flexible and results-driven mindset.

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    Frequently asked questions

    Wealth growth requires a thoughtful approach focusing on your goals, risk tolerance and time horizon. A good strategy starts with making informed investment choices that suit your personal situation. This involves building a varied portfolio, investing in different asset classes such as stocks, bonds, real estate and other investments. Taking advantage of tax benefits, for example by investing in tax-friendly products or by using tax deductions, can also increase returns. By taking a long-term view and reviewing regularly, you can grow your wealth efficiently.

    Risks in your financial planning can be managed in several ways. First of all, it is important to diversify your investments. By investing in different asset classes and regions, you reduce the risk of loss in case of setbacks in a specific sector or market. In addition, building an emergency fund can help you cope with unexpected expenses or crises without tapping into your investments.

    Timely planning for your retirement and wealth transfer can ensure a stable financial future, while identifying potential risks, such as inflation or medical expenses, allows you to take targeted action. By making informed choices and making regular adjustments, you can avoid many financial risks.

    Financial planning is the process of making an overview of your current financial situation, future goals and the steps you need to take to achieve these goals. It focuses on planning your income, expenses, retirement, taxes and other important financial aspects of your life. Asset management, on the other hand, focuses specifically on managing and optimising your assets through strategic investments and investment choices.

    The goal of asset management is to maximise the return on your assets while respecting your risk tolerance and long-term goals. Although financial planning is broader and includes other aspects of your financial life, wealth management is an important part of this process, with the aim of growing your wealth effectively.