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Estate Planning & Private Client Services

Managing your assets involves many challenges. We will be happy to support you based on your specific requirements

Would you like to prepare the succession of your family business in good time?
Is a transitioning to a management company to be considered?
Are you moving abroad?
Are you prepared for your retirement?
Are you adequately protected against an unexpected death?

Whatever questions you may have, you can always rely on BDO to provide you with a suitable solution that offers peace of mind.

Our tax advisers and legal experts are ready to listen to you, create the right plans and provide you with tailor-made strategies that meet your needs and objectives, while also helping you to implement them. Whether you are a national or an international customer.

Furthermore, all essential documents are stored centrally, via the most recent technology, so that you and those appointed by youcan always maintain a complete overview of your assets.

How BDO can help

Thanks to a well-prepared transfer, with due attention to the new role distribution, the family vision and values, the entry and exit conditions for family members, control and conflict management.

Through proper (succession) planning you decide to whom and how you transfer your wealth. Without conflicts afterwards. Paying attention to the composition of your family and how you (as partners) navigate through life.

What about your art collection or oldtimers? In principle, your heirs can freely sell everything that you leave behind. Do you want them to retain these items or entrust them to a museum or another purpose? Let us create a customised plan.

Does your wealth or situation have connections with foreign countries? For example, foreign real estate or the nationality of your partner, or if your children live abroad? Also in these situations, we know what to do.

Are you moving abroad? Do you want to know which measures should be taken before your departure?

Are you being appointed as director or CEO of a foreign company? Are you wondering how that will affect your tax and social security position? Ask us.

Do you have an international career and are you building pension rights in different countries? We will be happy to find out where you are entitled to a pension and in which country you will have to pay your tax and social security contributions.

Our Estate Planning & Private Client Services

Guidance in the takeover process of your family business:
- Establish the family values and arrangements in a family charter
- Develop an equivalent arrangement between active and non-active children in the family business
Provide tax and legal advice for optimal structuring of your family wealth
Set up suitable control structures (e.g., family holding, partnership, foundation, etc.)
Succession planning: incorporate protection mechanisms for your partner
Edit all relevant documents and coordination with the notary public if desired

Additionally, we offer assistance with:

The establishment of a foundation or partnership
Fulfilment of annual administrative obligations for the partnership and foundation
Drawing up an extrajudicial power of attorney (zorgvolmacht/procuration de soins)
Calculation of the inheritance tax
Analysis of various planning possibilities for:
- A (tax-efficientl) transfer or inheritance to the next generation
- The protection of the surviving partner
Implementation of family estate planning: drafting matrimonial agreements, wills, covenants, contracts of accession, comprehensive or specific inheritance agreements
Analysis of the structure of the company(ies): determining their eligibility for the favourable regime for family companies
Amendment of the articles of association of the company or companies to bring them in line with family planning
Application for the certificate for exemption from gift or inheritance tax
Requesting advance tax rulings
Installing protection for a child with a disability
Development of a family planning for blended families
Advice on succession planning in an international context
Providing a second opinion
Providing training courses and seminars to improve your knowledge and that of your employees
Writing specialist newsletters about all topics on this page

Assessment and advice on tax residency when residing and/or working in different countries
Tax and legal advice on international entrepreneurship and working in or relocation to another country, in close collaboration with our international BDO network
Insight into the tax consequences of migration and emigration for your pension accrual
Full support for all necessary steps in personal tax compliance and procedural tasks
Advice and assistance in filing returns for securities accounts, foreign real estate, foreign bank accounts 
Support with immigration formalities

Guidance in the takeover process of your family business:
- Establish the family values and arrangements in a family charter
- Develop an equivalent arrangement between active and non-active children in the family business
Provide tax and legal advice for optimal structuring of your family wealth
Set up suitable control structures (e.g., family holding, partnership, foundation, etc.)
Succession planning: incorporate protection mechanisms for your partner
Edit all relevant documents and coordination with the notary public if desired

Additionally, we offer assistance with:

The establishment of a foundation or partnership
Fulfilment of annual administrative obligations for the partnership and foundation
Drawing up an extrajudicial power of attorney (zorgvolmacht/procuration de soins)
Calculation of the inheritance tax
Analysis of various planning possibilities for:
- A (tax-efficientl) transfer or inheritance to the next generation
- The protection of the surviving partner
Implementation of family estate planning: drafting matrimonial agreements, wills, covenants, contracts of accession, comprehensive or specific inheritance agreements
Analysis of the structure of the company(ies): determining their eligibility for the favourable regime for family companies
Amendment of the articles of association of the company or companies to bring them in line with family planning
Application for the certificate for exemption from gift or inheritance tax
Requesting advance tax rulings
Installing protection for a child with a disability
Development of a family planning for blended families
Advice on succession planning in an international context
Providing a second opinion
Providing training courses and seminars to improve your knowledge and that of your employees
Writing specialist newsletters about all topics on this page

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