The power of a well-considered planning
Do you lose track of some of your documents while managing your financial affairs?
Account statements, powers of attorney, deeds ... they seem to be scattered all over. And yet, if you don’t have an overview, it is difficult to get to the next step, your succession planning.
That is why Delen Private Bank developed Delen Family Services. The result is an overview, insight and, above all, peace of mind for you and your family.
Delen Family Services
Delen Family Services maps all the financial aspects of your personal and professional story. That's the first step towards well-considered financial planning. Discover how Delen Family Services helps you on your way to a smart financial plan.
Overview of all your assets
At one glance, Delen Family Services gives you a dynamic view of all asset components, like your portfolio, property, financial participations, art and insurance.
One central place for all your important documents
Store all documents in one central, secure place. Do you have a smartphone?
Then you can scan the documents yourself and store them in the digital archive of the Delen app: fast, simple and completely safe. In addition, a tree of your family and businesses makes the link between your personal and professional life.
Your personal plan
The estate planners will advise you on tax and legal matters. How much inheritance will you pay? What measures can be taken to optimise this? Thanks to a thorough analysis and simulations over time, you will arrive at your personal succession plan.
Delen Family Services gives a new impulse to who we are. A trusted, efficient and skilled manager of all your assets.
René Havaux - CEO
Your personal asset report
Once your financial administration is neatly arranged, Delen Family Services will map all financial aspects of your personal and professional story:
- An overview of all asset components
- A family tree
- An overview of your companies
- Insight into property rights (full/nudged ownership, usufruct)
- An indication of inheritance tax
- A secure digital archive (for users of the app and Delen OnLine)