In recent years, the types of questions clients bring to us have evolved significantly. In addition to a well-thought-out investment strategy ,there is a growing need for guidance on broader wealth management issues.We have already addressed some of these issues. However, the DBI legislation has generated a new wave of questions. We also believe we need to be able to offer more assistance with frequent tax and estate planning issues.
There are numerous examples: the transfer of wealth to the next generation, the impact of taxation, the role of businesses and real estate, private investments, and coordination among various advisors are increasingly becoming an integral part of our discussions. Wealth management is becoming more complex, and the interrelationships among the various components are growing in importance. This requires not only specialized knowledge but, above all, an integrated approach.
Based on that conviction, we are continuing to expand our Econopolis Wealth Coaching services and have given them a separate name: “Snowberry.”
That is why we have strengthened the existing team with, among others,Kristof Verhoeven.
Kristof has more than 30 years of experience as a tax specialist, estate planner, and trusted advisor to entrepreneurs, entrepreneurial families, and family offices. Throughout his career, he has advised numerous clients on complex issues related towealth structuring,familysuccession,governance,taxation, andprivateinvestments.
You may find yourself in one or more of these situations today:
- You are consideringsuccession—the transfer of your business or family wealth to the next generation;
- Your financial situation has become more complex in recent years, and you would like anintegrated viewof the whole picture;
- Yourreal estate and private investment portfoliohas expanded significantly and calls for a critical review or a second opinion;
- You would like to determine whether your currentasset structureandgovernancestill align optimally with your family situation and the changing tax environment.
Our wealth coaching team has a long-standing tradition of advising families, organizations, and governments on asset allocation, fund and manager selection, performance analysis, and consolidated reporting. We intend to further strengthen this by bringing in complementary expertise and recruiting specialists to meet demand with a sufficiently personalized approach.
Please don't hesitate tocontactus if you'd like to know more.
Geert Noels
CEO, Econopolis Group
