Family Advisory program
Family support program for an annual period in order to meet your financial goals over time.
¿What does it entail?
Using a questionnaire, we evaluate your current situation.
We analyze the information and create a report with the recommended strategy.
The strategy is implemented, we evaluate the process and we make sure to provide you with continuous advice, always seeking to comply with the long-term plan.
- Family investment planning .
- Financial Strategies (Legal, accounting, tax, Insurance).
- Early retirement.
- Family protection.
- Participation in family structures.
Business Advisory program
- 2 hour of monthly monitoring
- Consolidated report of your wealth situation covering financial, legal and accounting aspects
- Customized strategies and goals.
- Action and follow-through plan
- Family investment planning