What is going on in the wealth planning industry

Are you ready for the Great Wealth Transfer?

The Great Wealth Transfer is reshaping the financial landscape, with trillions set to move across generations. Advisers must adapt to shifting family structures, evolving investment preferences, and increasing regulatory complexity to secure lasting legacies.

February 28, 2025

A New Era in Wealth Management: Strengthening Connections, Empowering Families, and Engaging the Next Generation

This article explores how high-net-worth families struggle with managing complex wealth. Learn about the key challenges wealthy families face, the need for a more collaborative approach, and how technology can enhance wealth management.

February 11, 2025

Did you know? 70% of families lose wealth by the second generation.

Discover the sobering truth behind wealth preservation: 70% of families lose their fortunes by the second generation, and 90% by the third. This article explores the common pitfalls of wealth transfer and offers actionable insights on how advisers can help families build lasting legacies through transparent communication, holistic estate planning, and innovative digital tools. Click to learn how to break the cycle and secure a prosperous future for your clients.

February 10, 2025

Why Accountants Should Consider Expanding Into Wealth Management

This article explores why accountants are well-positioned to offer wealth management services. It highlights how this expansion meets growing client demands, strengthens trust, diversifies revenue streams, and aligns with favourable regulations in France and Belgium. Wealth management is presented as a logical extension of accounting expertise, ensuring long-term success and profitability for accounting firms.

December 19, 2024

Aligning Wealth with Life Goals: Mastering Strategic Estate Planning

Strategic wealth planning aligns your financial decisions with life goals, ensuring your wealth serves your aspirations while adapting to market changes.

October 30, 2024

Unlocking a Pan-European Wealth Planning Model: Insights from Abbove's CEO

Explore how a pan-European wealth planning platform enhances client-advisor relationships, offering tailored solutions and efficient wealth management across borders.

September 16, 2024

Abbove and Puilaetco Honored for Excellence in Banking Partnership

Discover how Abbove and Puilaetco are transforming wealth management through their award-winning partnership. By implementing the innovative "Richer Life Plan," they are redefining client interactions with a comprehensive, digital approach that enhances understanding and collaboration around family wealth. Dive into the article to learn how this collaboration is setting new standards in the banking sector.

October 11, 2023

Abbove's CEO Discusses Winning 'Best Technology Outsourcing Solution' at WealthBriefing 2023

Interview with Abbove's CEO about the award received at the wealth Briefing Awards 2023 in the ‘best technology Outsourcing solution’ category. "We aim to help financial institutions improve how they manage, collect, and process their clients' wealth data to provide them with a new wealth management experience".

Charlotte Malysse

March 26, 2023

Transforming Wealth Planning: From 120 to 27,000 Families Through User-Centric Design

Meet our VP of Product and Operations Gabrielle van Outryve. Gabrielle knows our platform inside out and is responsible for its development in a perfect user-centric way.

November 9, 2022

Crafting a Comprehensive 360° Wealth Overview: Our Data Model Journey

Meet our product owner Charlotte Malysse, one of the brains behind our platform's data model in which wealth data is collected and structured and to which detailed tax calculation tools are linked.

October 24, 2022

Transforming Financial Institutions: Our Proven Methodology for Digital Success

Discover how our product manager Adrien Blondel developed a methodology to help financial institutions implement our wealth planning platform into their offer.

October 13, 2022

Revolutionizing Wealth Planning: Abbove's Seamless Integration in Complex Data Environments

Meet our Data Engineer Alexandre Pitsaer. Building on a vast experience in data processing, optimisation and integration, Alexandre is the brains behind our very own File Integration Framework. This unique technology allows to perfectly integrate our wealth planning platform with the complex and ultra-secure data systems of financial institutions.

September 21, 2022

Intangible and Transgenerational Legacies: Unveiling the Depths of Heritage Transmission

Interview with psychogenealogist Marie-Adélaïde Debray on how our family history and intangible legacies tell and define who we are today.

Charles-Henry Tournaire

December 21, 2021

Navigating Inheritance Conversations: What to say and How to say it?

Communicating with our relatives: it is not always easy. But why? How can we solve it? And do we always have to say everything?

Charles-Henry Tournaire

October 20, 2021

Is Equal Treatment Among Children Essential in Estate Planning?

To avoid potential family squabbles, parents often opt for an equal division of their estate. But is this as fair and effective as they think?

Charles-Henry Tournaire

August 27, 2021

Abbove Secures Strategic Fundraising Partnership with BNPPF and de Pret Family

Abbove has just completed a €1.4 million round of funding. The goal? Accelerating the platform's growth and expanding the base of wealth advisors able to offer digital support to their clients.

April 27, 2021

8 Key Reasons Your Data Remains Secure with Abbove

As larger and larger parts of our lives take place digitally and as we store more and more data in the cloud, IT and data security have never been more important. At Abbove, we are highly aware of this importance. Therefore, we do not only focus on data and system security today, but simply all year round. In this article, you will discover 8 reasons why Abbove is the most secure online wealth platform to store your data on.

April 27, 2021

How Abbove Transformed My Understanding of Wealth Organization

Discover how Hubert van de Werve transformed his approach to wealth management with Abbove. After becoming one of the platform's founding families, he gained a comprehensive overview of his assets and was empowered to plan for the future. Learn how Abbove's user-friendly software and independent approach can help you manage your wealth at your own pace.

April 27, 2021