Financial management studio refers to the process of making feasible and operational plans for customers by using scientific methods and specific procedures, including cash planning, consumption expenditure planning, education planning, risk management and insurance planning, tax planning, investment planning, retirement planning, property distribution and inheritance planning, so as to continuously improve the quality of life of customers and finally realize lifelong financial security, autonomy and freedom.
If you want to know more about related issues, you can pay attention to Youmai. After years of practice and exploration, Youmai has summed up a set of successful models to support the development of family offices in China, and formed a high-end circle network: Youmai Family Office Alliance, which can provide systematic back-office support services and professional advice on asset allocation for independent financial planners and wealth management studios.