Family Offices Rotterdam

Overview

Family Offices Rotterdam presents itself as an independent adviser for private wealth owners, active and former business owners, internationally active clients, and family funds.¹²

The firm coordinates with tax advisers, investment advisers, notaries, and accountants while clients retain final decision-making authority. It says its independence is supported by fixed-fee compensation based on each client’s financial complexity and support needs.³⁴

Assignments are tailored to each person or family and may include acting as an executor or administrator of assets.⁵

Leadership

The current team includes Frank van Aalst, Marjan Wageveld-Boere, Rosanne van Bruggen, Frans Wellens, and Frederique van Aalst.⁸

Frank van Aalst is described as a registered investment analyst with previous experience at MeesPierson, Oyens & Van Eeghen, and VPV Bankiers before continuing independently.⁹

Frans Wellens is a family officer with prior MeesPierson experience in financing and investments in the Netherlands and abroad. Rosanne van Bruggen handles relationship and public relations and supports socially responsible investing and impact-oriented projects.¹⁰¹¹

Services

For private clients, the firm provides wealth coordination and works alongside clients’ tax, investment, notarial, and accounting advisers.³

For foundations, associations, and other institutions, it operates under the name Treasury Office Rotterdam as an investment consultant.⁶

Treasury Office Rotterdam advises institutional boards on investment policy, monitoring, risk, costs, reporting, manager selection, and sustainable investment policy.⁷

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Administration and bill pay
• Business owner services
• Cross-border planning

Client Focus

The firm supports private wealth owners, entrepreneurs and former entrepreneurs, internationally active clients, and family funds. Its institutional work serves foundations, associations, and other institutions.²⁶

Approach

Family Offices Rotterdam says it works independently, with fixed-fee compensation linked to each client’s financial complexity and support needs. It describes its assignments as tailored to the individual or family, with clients retaining final decision-making authority.⁴⁵

FAQs

Related resources

• LocationMultifamily offices in Netherlands

  Use this Netherlands overview to compare how multifamily offices serve Dutch families and business owners. It can help a Rotterdam reader frame questions about investment management, tax planning, administration, and cross-border coordination before discussing whether an independent adviser fits the family's needs.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers background on international trusts, ownership structures, and cross-border asset planning. Families with Dutch connections, overseas holdings, or heirs in multiple countries can use these guides to prepare focused questions about tax coordination, succession, and how administration may be organized.

• Network siteFamilyOffices.com

  FamilyOffices.com provides articles and a community perspective on single family offices, governance, and wealth stewardship. A business owner or family assessing Rotterdam support can use it to clarify expectations for philanthropy, bill pay, investment oversight, and the division of responsibilities between relatives and advisers.

• GuideHow multifamily offices invest

  This investing guide explains common approaches multifamily offices use across portfolios, from allocation decisions to manager selection and risk controls. It gives prospective clients a basis for discussing investment goals, liquidity, and reporting with an adviser serving a Dutch family or entrepreneur.

• Similar firmsBoven B.V.
  Guidato Family Office
  Vector Family Office & Consultants

  Profiles of Boven B.V., Guidato Family Office, and Vector Family Office & Consultants offer nearby points of comparison on this site. Reviewing their stated services can help a family identify questions about business owner support, tax work, philanthropy, administration, and international planning when comparing providers.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.