Tendensen in Privaat Vermogensbeheer (Trends in Private Estate Management)

2 Pages Posted: 4 Jul 2011

See all articles by Alain Laurent Verbeke

Alain Laurent Verbeke

KU Leuven - Faculty of Law; Harvard Law School; KU Leuven - Faculty of Psychology; Tilburg Law School; Catholic University of Portugal (UCP) - Católica Global School of Law; Greenille Private Client Team @ Deloitte Legal - Lawyers

Date Written: April 3, 2011


Short memo on some trends in the management of private estate.The financial crisis created the paradox that wealth is even more widespread than ever before. Belgian economy, without a federal government for over a year, is doing astonishingly well, and more people are richer than ever. The crisis enhanced consciousness about money and wealth, creating an increased risk averseness. Insurances are booming and investments are more conservative. This awareness has put pressure on bankers to offer more transparent and accountable services. Finally, estate and tax planning are exploding. Every one in Belgium wants to be "planned." Gifts and donations are a popular device in that respect. However, many common citizens seem to get trapped into such planning without carefully considering whether the donate assets are really "not to have" for themselves. A good solution for 99% of the Belgians would be to exempt inheritance and gift taxes up to a cap of e.g. 1 million euro. Then no succession planning would be necessary.

Note: Downloadable document is in Dutch.

Keywords: Private Estate Management

JEL Classification: K11, K12

Suggested Citation

Verbeke, Alain Laurent P. G., Tendensen in Privaat Vermogensbeheer (Trends in Private Estate Management) (April 3, 2011). Available at SSRN: https://ssrn.com/abstract=1877768 or http://dx.doi.org/10.2139/ssrn.1877768

Alain Laurent P. G. Verbeke (Contact Author)

KU Leuven - Faculty of Law ( email )

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HOME PAGE: http://www.law.kuleuven.be/fvr

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KU Leuven - Faculty of Psychology ( email )

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Tilburg Law School

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HOME PAGE: http://www.tilburguniversity.edu/research/institutes-and-research-groups/tisco/

Catholic University of Portugal (UCP) - Católica Global School of Law

Palma de Cima, 1649-023
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HOME PAGE: http://www.fd.lisboa.ucp.pt/site/custom/template/ucptplfac.asp?sspageID=3293&lang=2

Greenille Private Client Team @ Deloitte Legal - Lawyers ( email )

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Brussels-Zaventem, 1930
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HOME PAGE: http://www.greenille.eu

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