Do you have clear concepts of inheritance and family? Are you ready to design a strategic plan to preserve and even increase equity while securing the foundations of a structure and keeping your family safe and secure for generations? If your answers are no, then this is the book that will take you out of that doubt. The decision to pool resources and align life goals is a challenge that goes beyond the application of the classic recipe of investment management. You should reflect on both individual and family goals, as well as aligning resources and energy of the family in a direction consistent with common goals.
Borja Durï¿½n has over 20 years' experience in the financial industry, and since 2001, has focused exclusively on advising and training the family estate. CEO of Wealth Solutions, EAFI committee member for various family investments, large families and Spanish and Latin American family offices. He is also Program Director of Family Wealth Management IEB. Graduated in 1992 C. L. in Business, he has completed executive programs in Behavioral Finance and Investment Decisions at Harvard Kennedy School, and Investment Management Workshop at Harvard Business School and Private Wealth Management at the University of Chicago Booth School of Business.