Managing finances prompt: This “style” the core is clear about own superiority and the insufficiency, periodic inspection wealth plan operational practice. Its idea should be “is you to be most familiar, other give the expert.” 　　 This is individual or the family implements the part managing finances business the self-control, other part request gives the specialized organization management one wealth portfolio management way. merit: Can use individual fully and the specialized managing finances organization comparison superiority. In risk certain situation, realizes the efficiency and the income optimization.

 

shortcoming: Managing finances business's assignment and proportion difficult assurance. Because in the situation is in changes unceasingly, if therefore meets affects the managing finances program delivery the situation to appear sufficiently, must “the trustee” have the contact promptly with you, makes at the right moment adjustment to the original plan, will otherwise affect the plan the validity as well as carries out the result accuracy. the managing finances suggested: In this way, in sets up the correct managing finances idea personally in the foundation, may carry on the wealth management directly on the most familiar domain. If (property insurance and life insurance) has the research to the insurance, may analyze individual or the family risk the risk which and the specified amount, the determination must guarantee, (insurance premium payment) ability choice suits own danger according to withstanding to plant, like this may work out the insurance plan.