Together & family
Investing together, with one shared view on risk.
Wealth is often something you hold together. One conversation with your partner or family, one view on risk, the same insight for everyone.
What is recorded in advance: the ownership, the risk profile you both stand behind, and who has insight into what.
Access to the data roomThe conversation
At the table together, the same insight.
- 1
Both of you in the conversation
Every question covered, at your own pace, until it fits.
- 2
One shared view on risk
You discuss goal, horizon and risk tolerance together. You only choose once you agree.
- 3
The same insight for both
The same portfolio, deposits and value development for both of you. No surprises afterwards.
What we often hear
You do not have to agree beforehand.
What partners often tell us or ask us, and how we handle it.
“One of us really arranges everything.”
That is why you both get the same insight. Nobody has to pass the story on.
“We differ in how much risk we want to take.”
That is normal. We look for a profile that suits you both: defensive, balanced or offensive. You can also combine the funds and spread your investment across several risk profiles.
“We want to read it through calmly first.”
You receive everything in advance, so you can read it together at home. Any questions that remain, we discuss in a follow-up conversation.
“And whose name will it be in?”
You decide that yourselves, and it is fixed before the first deposit: jointly or each in your own name. What happens on death or in a divorce is something we go through in the conversation and record in writing. For inheritance law and matrimonial property law we refer you to your civil-law notary.
Building wealth together
“Building wealth together is not a sprint. It is making agreements, reading calmly, and both knowing where you stand.”
Practically arranged
Four things that are fixed in advance.
- The conversation
- With both of you at the table
- The documents
- Prospectus + KIDs in advance
- The investment
- One-off or periodic · adding in consultation
- The insight
- The app or the web app · easy access, for both of you
Frequently asked questions
First read it through together.
Whose name is the investment in?
You choose that together, before the first deposit: jointly or each in your own name. The choice is stated in the documents you receive in advance.
What happens on death or divorce?
That follows from the ownership you record before the first deposit: jointly or each in your own name. On death we guide your next of kin through the process in person. For inheritance law and matrimonial property law, including in a divorce, we refer you to your civil-law notary. We do not advise on that ourselves.
What if we differ in how much risk we want to take?
That is the rule rather than the exception. In the conversation we look for the profile you both stand behind. You only choose once you agree, and you can adjust the profile later.
More questions? See all frequently asked questions
Start together with The Selection.
Receive the free monthly selection from the BOTS Selection Framework every month. If you want to sit down with your partner or family, schedule a call or visit us at Weesperstraat 107 in Amsterdam. You decide together, at your own pace.
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