Do you know all the possibilities for expanding your wealth? Or are concerned that you might have missed out on something - so far?
If you have at least DKK 2 mio/EUR 150,000 invested in Jyske Bank Private Banking, you can have a wealth plan prepared and get an overview of all your possibilities. Wealth plan is a service to investors with complex finances.
You get help to determine what you can do or what you wish to do with your wealth:
- Do you want to protect your wealth?
- Do you intend to spend some of your wealth?
- Do you intend to increase your wealth?
- Do you want to plan for succession – to pass on your wealth?
What do you get?
A wealth plan offers you:
- A tailored wealth plan prepared in close dialogue with a wealth management adviser
- The possibility of using internal and external specialists throughout the process
- A good starting point
- Ongoing follow-up on your plan and adjustments, should your circumstances change