Wealth Coordination

Imagine your wealth has grown over the years and is spread across various managers and types of investments. How do you stay in control? 

Having significant (family) wealth comes with great responsibility. The challenges can also be complex. The cohesion between all your investments and underlying cash flows may sometimes be lacking, and the need for a comprehensive strategy for your entire wealth increases. 

The need for an overview, cohesion, and a clear wealth plan

Increasingly, we notice that our high-net-worth individuals clients, in addition to our role as asset managers, need a sparring partner on a comprehensive level. Someone who helps you chart a future-proof investment strategy for your wealth, and then works with you and your other advisors to implement and monitor this plan.

This is exactly what IBS Wealth Coordination provides

At IBS, we have decades of experience with this strategic management role for institutional parties and foundations, including some of the most renowned charities in the Netherlands. This has given us a deep understanding of what is involved in the professional management and monitoring of wealth. And it is precisely this expertise that we now offer with IBS Wealth Coordination for high-net-worth entrepreneurs and families. 

Wealth Coordination requires attention—lots of it, both personal and ongoing. For you, for what you stand for, and of course, for your wealth. And at IBS, we specialise in personalised attention. Your dedicated contacts are always accessible, and we are available when you need us—and even more if necessary. 

Strategy, execution, and control in one

We look at your entire wealth from an investment perspective. Together with the expertise of your family office, tax advisors, and accountants, you will have the complete palette needed to achieve your goals. 

• We create a tailor-made investment strategy that not only addresses your current situation but also considers where you will be in 5 or 10 years. We translate this into an investment plan with specific short- and long-term action points. A plan that we execute together with you, and for you. 

• This plan includes an optimal asset allocation using building blocks tailored to your needs. We take into account all your existing investments, future cash flows, and personal preferences. Where needed, we introduce new categories such as private equity, real estate, or other niche investments. 

• Stress-free management is at the heart of what we do: 
  • We manage your cash flows and ensure that your wealth develops according to the plan. We have extensive knowledge of the market, and we will help you build a diversified private markets portfolio. 
  • We can assess investment proposals from your network and act as a gatekeeper. 

• Through IBS online, you can see a comprehensive overview of your entire wealth and its performance with a single click. This includes both IBS-managed investments and your external assets. The data is displayed anyway you prefer: separately, consolidated, by entity, liquid or illiquid. 

• We periodically monitor whether your wealth is developing according to plan and make adjustments when necessary. 

In short

With IBS Wealth Coordination you have a clear wealth strategy that we also monitor, to give you comfort 

We keep an eye on developments in financial markets and your wealth. This allows you to spend your time on the things that energise you, while we draw our energy from everything related to investing. 

Interested? Contact us and ask for Renée Indemans.