'We want to treat all our children equally.’
Case report
Maurice and Vera run a successful flower nursery that exports worldwide. One of their three children wants to take over the business later. A meeting with one of our experienced Wealth Planners gave them clarity about their own future, that of their children and that of the company.
Read Maurice and Vera's story
‘We contacted ABN AMRO MeesPierson to ensure a smooth business transition. We heard that they are a truly solution-oriented sparring partner. The Private Banker and Wealth Planner pointed out some interesting points specific to our situation for us to consider. For example, they drew our attention to the scheme that facilitates a tax-efficient business transition by means of a gift or inheritance.'
'In consultation with our Private Banker and Wealth Planner, we also spoke to our accountant. For something as complicated as a business transition, it is definitely useful to call in the experts. They show you the business transition options and help you think about the future.’
'The Wealth Planner then drew up a financial plan to get a clear picture of all our wishes. This overview gave us clarity about our future, our children's future and the company's future. Because we had a wealth plan drawn up, we discovered that our pension income as it stands now will be insufficient to achieve the goals we have set for the rest of our lives. These goals include buying a second home and travelling together. The wealth plan proved particularly useful in that respect.'
"Sometimes things take a different direction than you thought. We were pleased that ABN AMRO MeesPierson worked with our accountant to come up with some alternative solutions. The different perspectives of both the accountant and the bank gave us some food for thought. We have now made all the arrangements for ourselves and our children.'
We give the privacy of our clients the highest priority. That is why we do not use the real names of our clients in our client stories. We are happy to share these stories with you because our clients find them valuable.
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