Large assets almost always consist of several categories of investments. Typically, investment portfolios are placed with several banks and/or asset managers. The experts of Deloitte Private Client Services will keep everything structured, transparent and clear for you.

Reality
If you possess significant assets, you very probably own property such as real estate in the Netherlands or other countries, securities, liquidities, works of art, antiques, insurance policies, cars and boats. If you have spread your assets, you will find it increasingly difficult to keep a clear picture of them. Obtaining an insight into the total return on your assets and the return on individual components is often an almost impossible task.

The Deloitte Approach
Deloitte’s Private Client Services specialists are unrivalled when it comes to providing a clear overview of all your assets. We will compile reports for you on your total assets or specific elements of them. This can be done periodically at times of your choosing, using a simple but effective format. You will get precisely the information you need, no more, no less. Using the same reports, we will monitor your assets, and we will examine for and with you how your return targets are being achieved and risk agreements complied with.

More Information
To learn more about the added value of Deloitte Private Client Services, please contact Ruben Freudenthal, Tax Partner, on +31 (0)71 535 23 52, or send an e-mail to rfreudenthal@deloitte.nl.