Caso de planificación financiera. Familia Vidal Rabert

Author

Rabert Trapé, Jordi
Vidal Vila, Alba

Abstract

The objective of this work is to carry out a financial planning of a case of the Vidal and Rabert family who wants to retire with a series of goals and dying without leaving any debt. Different measures will be suggested to to be able to achieve the objectives and meet the needs of the family. As last point, it will be observed if with the measures that have been proposed to meet those objectives.

 

Director

Rodríguez Pérez, Gonzalo

Degree

IQS SM - Master’s Degree in Wealth and Financial Management

Date

2022-07-20