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Goal-Based Wealth Planning

It is more than a foresight. It is a de facto planning to establish a monthly income that covers your future expenses with retirement but also serves to projection of expenses with education of children and other future life goals.

Patrimonial Management

The management of your equity with the objective of gaining the loyalty and support of subordinates and beneficiaries, providing coverage of your needs and interests.

Asset Management

Asset management is the direction of a client’s cash and securities by a financial services company, usually an investment bank. The institution offers investment services along with a wide range of traditional and alternative product offerings that might not be available to the average investor. The account is held by a financial institution and includes checking writing privileges, credit cards, debit cards, margin loans, the automatic sweep of cash balances into a money market fund and brokerage services.

Investment advice

Investment advice refers to any recommendations regarding an investor’s portfolio. Professionals, including financial planners, bankers and brokers, can provide investors with investment advice that is specific to their financial situation and short- and long-term financial goals.

Risk management

Risk management is the identification, evaluation, and prioritization of risks (defined in ISO 31000 as the effect of uncertainty on objectives) followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities. Risk management’s objective is to assure uncertainty does not deflect the endeavor from the business goals.

Trust and estate planning

A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries.

Fusion and Acquisition

The key principle behind Fusion and Acquisition is that two companies together are more valuable than two separate companies. This rationale is particularly alluring to companies when times are tough. Strong companies will act to buy other companies to create a more competitive, cost-efficient company and more shareholder value. Meanwhile, target companies will often agree to be purchased when they know they cannot survive alone.

Succession of heirs

Refers to the law providing for the inheritance of property from a person who dies without leaving a will. Thus, to carry out a “intestate succession” simply means to transfer something after the owner has died and in accordance with the State law of intestate succession.

Long-term assets

Assets that are not intended to be turned into cash or be consumed within one year of the balance sheet date. Long-term assets include long-term investments, property, plant, equipment, intangible assets etc.

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