Once the Life Wealth Plan has been implemented, we carry out ongoing controls on all external risks or changes which may affect the planning performed and the goals sought.
In the case of events or changes in family, economic, professional, macroeconomic or market conditions, we react immediately and will amend the plan to adapt it to the new situation.
- Control and follow-up of savings and the established Financial Plan.
- Control in terms of changes in country security, depository, tax, management entity and investment product conditions.
- Management and control of family risk.
- Monitoring of professional career.