Caso práctico de planificación financiera. Familia Crusellas Faura

Author

García de Arboleya Landeta, Xavier

Abstract

The aim of this work is to carry out financial planning for the Crusellas Faura family with specific characteristics. This planning starts from the current situation, going through the sale of the family business and includes the various objectives of the family over the next few years such as children's studies, retirement planning or other family needs. .
To achieve the objectives briefly outlined, a comprehensive reform of your investments will be proposed. Various measures will be suggested to meet these objectives such as real estate investment, participation in investment funds or investment in pension plans. And finally, it will be analyzed whether with the proposed measures all the objectives are met, which, as we will see in the conclusions section, are easily achieved.

Director

Rodríguez Pérez, Gonzalo

Degree

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

Date

2020-07-06