Patrimonial education is presented as an urgent need to face the challenges of our time in Latin America.
In a regional context characterized by both the low financial education and by the growing fiscal, legal and economic complexity, a renowned expert in heritage structuring formulates a serious warning. For Juan Cruz Acosta Güemes, of the FDI patrimonial manager, financial education (although essential) is no longer enough to guarantee the adequate administration and protection of personal, business and family assets. Instead, it highlights the urgency of implementing broader and more comprehensive heritage education programs, while urging each person to take the initiative to acquire that knowledge and share it in the family and business sinus.
“Financial education is essential and addresses fundamental aspects such as saving, investment and debt management. But in today’s world, marked by the globalization of heritage and increasingly strict regulations, it is not enough to know how to handle personal finances. It is crucial to understand how to structure, protect and transfer heritage efficiently, and I call that of heritage, ”says the specialist.
Patrimonial education not only includes tools to optimize family income and assets, but also strategies to plan succession, protection and heritage planning structures such as trusts and trusts and tax optimization. All this is especially relevant in Latin America, where families face additional challenges due to the economic and political instability of the region.
A call to action
The expert calls on governments, educational institutions and companies to promote the inclusion of heritage education in the training and training programs of students, employees and public in general. It also suggests taking advantage of digital platforms and social networks to democratize access to this knowledge, ensuring that more people can protect their patrimonial future and that of their families by being better formed in this regard.
In conclusion, the specialist emphasizes that the passage from financial education to patrimonial is not a simple evolution, but a necessary transformation to guarantee long -term well -being in an increasingly challenging environment.
In addition to obtaining that heritage education, you have to be well advised. For Acosta Güemes, “it is essential to have trusted advisors who not only have a solid knowledge in their area, but know how to work as a team with other experts from other branches. For example, it is not conceived that the family’s lawyer do not know what the financial advisor is doing. Nor that the accountant ignores the patrimonial planning that that family may have. Those of us who dedicate ourselves to this have great headaches when that teamwork does not exist, and that is why families and companies give the confidence to do that coordination. ”
It also ensures that this combination between patrimonial education and comprehensive and team advice is the key to families that are successful in the structuring, protection and transfer of family assets.
Source: Ambito
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