Planificación financiera: familia Pérez Fernández


Fernández, Aitor
Pérez, Borja


This document develops the master's thesis that highlights what was studied during the master's degree in wealth and financial management and a practical application is given to the entire syllabus learned with the aim of proposing economic-financial solutions to a family.
This study shows from beginning to end the necessary steps for a correct analysis and an effective response to the problem posed.
In the first place, a study is made of the family to advise with the aim of gathering the necessary information to be able to arrive at the best solutions.
Once this information and the family's concerns have been obtained, two independent proposals are made to solve the problem raised.
The reason why two alternatives are presented and not just one is due to the fact that two different scenarios have been evaluated and thus be able to have a greater range of opportunities to offer the family.



Rodríguez Pérez, Gonzalo


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