We start off with an exploratory discussion about your specific situation and any
questions you may have. We will then work together towards your Asset Plan.
Using a comprehensive (asset) inventory, we will examine your (financial) wishes and challenges in more detail.
The information and documentation you have provided will be analysed and we will consider, from your perspective, whether this situation aligns with the objectives.
Based on the inventory and analysis, a solid and clear asset plan will be prepared together with expert knowledge partners (your own advisors or experts from Jeroen Piket’s network) to create a suitable structure.
To carry out the action points from the asset plan efficiently, the implementation must be directed in a coordinated manner. During this process, your interests, as client, take centre stage and there will be discrete cooperation between a network of experts to support you in the management of your asset affairs.