OP Private Wealth PlanningComprehensive wealth planning for you and your loved ones.
Tailored wealth planning
We form a deep understanding of your combination of assets, requirements and objectives. Based on that, we draw up a comprehensive OP Private Wealth Planning plan for you and your loved ones.
Experts always at your disposal
You get the support of an experienced team of specialists in investment and wealth management matters, such as legal, financial and taxation-related questions.
Peace of mind and less stress
We ensure by means of personal service that you and your loved ones are content and that your assets are in safe hands also in the future.
Your and your loved ones’ prosperity is our goal
The Wealth Planning service is built around four elements
Assets and financing
We take account of the structure of your assets and properties based on which we draw up an OP Private Wealth Planning plan that supports your objectives and requirements. You get a solution for growing your wealth and a comprehensive risk-return analysis of your investments.
The next generation
We have considerable expertise in inheritance planning. You get a plan for building up, retaining and passing on your wealth over generations or according to your will.
We also take care of your loved ones. They also get access to a specialist who will ensure suitable savings and investment solutions and other required services for them.
We insure you and your loved ones against the risks of everyday life and, if necessary, secure and add to your legal protection. You also always get help with drawing up legal documents. We take account of the structure of your assets and, if necessary, re-structure them through different solutions like a mutual fund or an insurance wrapper so that the structure supports your objectives.
We trust that a deep understanding of your objectives and your assets will result in superior solutions for you. Through our systematic approach we can provide you with peace of mind about your affairs being in order.
Would you like to hear more? Contact us
There are many requirements for wealth planning. We would be pleased to discuss with you how we could be of service and to provide you with the solutions suited to your assets and situation. You can book an appointment for a negotiation, contact your own OP cooperative bank or call us at 0800 02441 (Mon–Fri 8–16).