Test of Patimonial Management - K&B Family Office

Order Number

Learn about the health of your wealth management and
financial services with this questionnaire in less than 5 minutes.

About the control and management of my estate

Step 1 of 4

1.- I have my assets structured and my financial affairs in order.

Yes No I’m not sure

2.- I have defined objectives and a roadmap of how to protect and grow my heritage.

Yes No I’m not sure

3.- I receive regular reports on the performance of my estate. These allow me to have a total overview of my assets and are easy to understand.

Yes No I’m not sure

4.- I have proactive advisors and experts in their field, who know my assets and my needs.

Yes No I’m not sure

5.- It is easy to coordinate actions between my different advisors (lawyers, accountants, financial advisors, bankers, etc.)

Yes No I’m not sure

About the structuring and organization of my estate .

Step 2 of 4

1.- I know the different legal structures (foundation type, trust etc) and how they can help me organize my estate.

Yes No I’m not sure

2.- I use the tool of a trust and/or a private interest foundation to protect my estate from seizure or garnishment.

Yes No I’m not sure

3.- I use the tool of a trust and/or a private interest foundation to facilitate the transfer of my assets.

Yes No I’m not sure

4.- I use the tool of a trust and/or private interest foundation to eliminate or reduce the amount of estate taxes that my heirs/beneficiaries would have to pay.

Yes No I’m not sure

About the transmission of my patrimony

Paso 3 de 4

1.- My family, friends and I know where our important documents are (shareholder agreement, stock certificates, will, insurance policy etc.) and are in a safe place.

Yes No I’m not sure

2.- I have a will drawn up with the advice of a professional which clearly stipulates my wishes.

Yes No I’m not sure

3.- I update my wills (whether they are in a will, a foundation regulation or a trust contract) on a regular basis.

Yes No I’m not sure

4.-I have insurance policies to protect my family.

Yes No I’m not sure

5.- I am sure that my family and friends will be able to cope if something happens to me.

Yes No I’m not sure

6.- My family and friends have a good financial education and will be responsible in managing the wealth I want to pass on to them.

Yes No I’m not sure

About my investments.

Step 4 of 4

1.- I know what return I need from my investments to meet my family’s financial goals in the short, medium and long term

Yes No I’m not sure

2.- I know the fees and costs I am paying for the administration of my estate.

Yes No I’m not sure

3 .- I am satisfied with the performance of each of my investments.

Yes No I’m not sure

4.- I know my risk profile and my investments are suitable with this profile.

Yes No I’m not sure

5.- I am comfortable with the diversification and allocation of the assets in my portfolio.

Yes No I’m not sure

Result:

total

Wealth Management and Control

total

Heritage Organization

total

Heritage Transmission

total

Investments

total

Return to K&B Family Office.

Learn about the health of your wealth management and financial services with this questionnaire in less than 5 minutes.

About the control and management of my estate

Step 1 of 4

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Learn about the health of your wealth management and
financial services with this questionnaire in less than 5 minutes.