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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.
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