Peace of mind does not automatically follow from professional success, even for the purebred entrepreneur.

So what does lead to peace of mind?

Example from the life of an entrepreneur: The working week is dominated by sales, customers, suppliers, staff, putting out fires, ... with bookkeeping and planning often taking up the Saturday as well. On Sunday (but not every Sunday) there is time to relax and recharge. In those moments, there is often some thinking about:

• What about my life insurance? Do I have enough saved up yet?"
• Are I actually in good health? What if I got sick tomorrow? Or worse, if something happened to me?
• Who then continues the business? Who can and will? Do they know what I am doing? What are my assets?
• What will my death cost? How much are the inheritance taxes and how will they pay that? Is there enough cash available for that or will they have to sell something headlong (Real estate? Company?...) Do they know the value of that?

And so, at some point, every entrepreneur decides to work on that anyway and seek answers to their questions.

But on Monday, the work week begins again and before you know it, it's back to Sunday...

How do you go about this?

The classic way is to inform yourself with your existing interlocutors: your accountant (because he already knows a lot about the company but less about your private life), your notary (because he is an expert in powers of attorney, donations, deeds) or your advisor from the bank, although he works primarily for the bank and will only propose solutions that are also interesting for the bank.

From the different advisors will most likely come different advice, which you will have to reconcile yourself with each other and with your goals.

Can that be done? Of course it is! But it will require a thorough study and the solution that was not proposed will not be on the table either.

So what is the value of an outside consultant like Fons?

Your journey with Fons begins with an introductory conversation around:

• Who is Fons and who are you?
  • What are you in need of and can Fons advise you on that?
  • What are you lying awake about and where do you want to go?

If the "click" is there everything starts with a razor-sharp picture of your private and professional assets, an overview of your:

• Family situation (partner, (plus) children, ...
  • Property (financial reserves, collections, vintage cars,..
  • Property assets (private and professional

  • Private debts and receivables

    Private debts and receivables

  • Incomes and expenses

On that basis, the Guide to Peace of Mind is compiled according to your needs. This may include:

• Inventory of your assets/detailed overview

  • Inventory of your assets/detailed overview
    • Protection of assets against incapacity/illness or death
    • Successionplanning
    • Transfer of assets and/or company to the next generation

    • Preparing the sale of the company(ies)

      Preparing the sale of the company(ies)

    • Zorggarantie voor de (familiale) omgeving
    • …

   

  But it doesn't stop with the Guide: six-monthly, you will be invited for an update. After all, your situation may change and, in any case, there will also be regular tax changes. Fons ensures that you are always correctly advised.

   

   

  Do they know everything at Fons? (Sounds presumptuous...)

  Fons consists of entrepreneurs with a strong financial background. They have a wealth of knowledge and experience, but are well aware that nobody knows everything. Hence, Fons works closely with Partner Specialists whom they can call on as needed. (Notaries, lawyers, auditors, etc)

  Besides advice, Fons has NOTHING to sell, so no offer of products where there is still a revenue model behind it. Do you still need insurance and don't have a broker? Fons will gladly refer you to a Partner Expert who we know will help you properly, without asking or receiving any commission. Only in this way can Fons guarantee that all advice is given in the sole interest of the client, clearly and in full confidence.

  Would you like to know more? Do you have any other questions regarding your assets in the broadest sense? Feel free to contact us for an informal introductory conversation.