Caso práctico de planificación financiera. Familia Gómez

Author

Král Tellez, Nicolás
Nolla i Pascual, Pere

Abstract

This final Master's thesis proposes financial planning for a family, adjusted to the specific characteristics of it. The planning that has been drawn up counts
essentially with planning for retirement, however, it also includes different objectives with different time horizons. Being a planning that we will present in front of a family we must propose different investment options with the goal of achieving goals and meeting the needs of the family. By last, the different investment models will be tested based on historical results and trends.

Director

Rodríguez Pérez, Gonzalo

Degree

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

Date

2021-09-11