Modelo sostenible de planificación patrimonial

Author

Gómez Castellanos, Gustavo Adolfo
Buitrago Rodil, Juan David

Abstract

In this work the proposal for the financial planning of a family based in Bogotá is made, which could well suppose a real situation therefore it serves as a guide for any type of financial planning of natural persons in Colombia, the advice includes all the financial planning of the family and a series of investment proposals to be able to achieve in the most optimal way all the objectives required by the family in the planning horizon.
First, a study is made of the current situation of the family that requires counseling, in order to detect inefficiencies in their investments and you know how their money is currently managed. Next, the financial products that can generate the greatest benefits within the planning will be searched according to your requirements. Subsequently, the financial situation of the family will be projected taking into account all the factors that influence within this projection, fulfilling its proposed financial objectives.

Director

Larraga López, Pablo

Degree

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

Date

2021-07-20