Caso práctico de planificación financiera. Familia Torras Moreno

Author

Gimeno Gómez, Óscar
Chi, Steven

Abstract

This report is based on the financial planning of a family residing in Barcelona, ​​made up of a married couple with two children.
Said family has a series of objectives such as paying for their children's studies or making annual family trips, among others.
To meet the needs of the family, two alternatives are proposed through the use of the different assets that they currently have.

Director

Rodríguez Pérez, Gonzalo

Degree

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

Date

2022-07-28