Family offices, investment governance, behavioural finance
Clarity.
Control.
Continuity.
I work with entrepreneurial families and their family offices on making sound decisions about wealth, structure and succession.
About me
Structure for your family. Experience from the inside.
I advise entrepreneurial families, their family offices and the people who take the decisions there. On how their wealth is structured, on the oversight of their investments and on the transfer to the next generation.
I have done this work myself. I ran a single family office and Aegon’s Investment Office, and I founded Fundcoach. I am also a practitioner lecturer in behavioural finance at Nyenrode and a board member of the Eurowijs Foundation.
What I take from those years: the quality of a decision rarely lies in the calculations. It lies in who decides, who scrutinises and which behavioural pitfalls are at play.
Arrange a first conversation →Expertise
What I work on
Three themes that bring families and their family offices to me.
Setting up or reviewing a family office
Which functions belong in-house and which you outsource. Who decides, who scrutinises and how you put that in writing.
How I approach this →Investment governance
Investment policy statement, mandate and investment committee. And oversight of the asset managers who work for you.
How I approach this →Succession and decision-making
The next generation at the table, the family charter and the behavioural pitfalls that come into play in major decisions.
How I approach this →Articles
What I write about
Wealth with a purpose
Behaviour and investment decisions
The family office
A first conversation
A complex question sometimes calls for a different perspective.
Is there a question in your family, business or family office where experience and perspective matter? In a first conversation we explore your situation and where I can be of value. I choose my engagements carefully and give each one my full attention.
or email me directly: jeroen@vetter.nl
More than thirty years in investment, strategy and governance. From founding Fundcoach and leading Aegon’s Investment Office to serving as CEO of a single family office. Also a practitioner lecturer in behavioural finance at Nyenrode Business University and a board member of the Eurowijs Foundation. Career history on LinkedIn