Exclusive benefits for NextGen aged 35 and over
- Non-binding portfolio check and discussions with wealth planning experts
- Impetus and entrepreneurial advice from Entrepreneur & Enterprise
- Top-class events and networking exclusively for the Bethmann Bank community
Combine an inventory with your own personal life planning.
Have you inherited assets or will you inherit assets in a few years as part of the succession process? Is the generational change in your family business imminent or should it be planned? In these phases of life, you are faced with new challenges and profound questions: How do you want to live? How are your assets structured? And how can your inheritance bring you closer to your life goals?
In the case of upcoming succession planning in the family business, what role do you want to play in the future? And how will this change your financial planning? We support you with all these questions with Connect, our service for NextGen - from portfolio checks to financial planning for life.
