Gestion de patrimoine privé – Guide des meilleures pratiques
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Product description
Confrontez vos scénarios de gestion en toute simplicité!
Rédigé par l'Ordre des administrateurs agréés du Québec, le Guide des meilleures pratiques en matière de gestion de patrimoine privé vous présente une instrumentation hautement professionnelle qui vous permettra de faciliter et d'approfondir vos interventions en matière de gestion de patrimoine privé.
Cette publication, organisée en quatre sections, couvre :
- l'encadrement des services de gestion du patrimoine privé
- les principes de saine gestion, de gestion des tâches, de modèles d'offre de services
- le patrimoine du particulier ou familial
- la gestion des revenus/dépenses, la prévention et la gestion des risques, les aspects successoraux
- le patrimoine d'entreprise et de société par actions
- le démarrage d'entreprise, la gestion stratégique, la gestion des droits, les aspects juridiques et fiscaux
- le patrimoine fiduciaire
- la gestion de la dissolution, les charges et devoirs fiduciaires, les aspects philanthropiques
- Obtenez GRATUITEMENT avec cet ouvrage un cédérom comprenant plus de 140 fiches de travail développées par des experts en planification financière; listes de contrôles, fiches de travail, méthodologies de travail, modèles d'offre de services.
Pour commander, cliquez sur le bouton «Ajouter au panier» ou composez le 1 800 387 0899
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