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Angel Agulló & Cía.

Reference: F-713-E
Number of pages: 13
Geographic Setting: España
Publication Date: Jun 25, 2001
Fecha de edición: Jul 1, 2007
Source: IESE (España)
Type of Document: Case

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Description

This case deals with the typical situation in which many medium-sized companies find themselves, regarding the confusion which exists between the personal wealth of the shareholders and that of the company itself. In these situations Private Banks, by which we mean what are known internationally as "Wealth Managers", carry out the following tasks: separating company and personal wealth, making the company professional and managing the private assets taking into consideration the legal, fiscal and inheritance aspects.

Learning Objective

The student is faced with a decision that has to be made in a specific situation.

Keywords

Financial instruments General management Industry analysis Top management