go top

wealth planning

  • 财富规划:指通过对个人或家庭的财务状况、目标和风险承受能力等方面进行分析和评估,制定出一套科学合理的财富管理方案,以实现财务自由和财富增值的目标。

网络释义

  财富规划

业内一般将信托作为“财富规划”(wealth planning) 工具。

基于6个网页-相关网页

短语

Global Wealth Planning Solutions 其全球财富规划服务

Moneywise Wealth Planning & Consultancy 迈利财务规划

Wealth Planning Manager 财富策划经理

Integrated Wealth Planning 综合财富规划

Portfolio Management and Wealth Planning 组合管理和财富规划

Wealth & Estate Planning Group 遗产策划集团

Financial Planning and Wealth Management 财务策划与财富管理 ; 财务策划及财富管理

 更多收起网络短语

权威例句

  • "We'll see the fallout starting on this year's tax return, " says Justin Ransome, a tax partner for family wealth planning in Grant Thornton's national tax office in Washington, D.

    FORBES: Rich College Kids: Take A Tax Hike

  • If you do not get carried away with your own genius when your stocks go up, or hang your head in despair when they do not, then you can make use of the long-term strategies like family wealth planning and tax management that are our stock in trade.

    FORBES: Through the Looking Glass

  • The four practical areas involved are investment management, financial planning, wealth management and life planning.

    FORBES: What Is Comprehensive Wealth Management?

更多权威例句
$firstVoiceSent
- 来自原声例句
小调查
请问您想要如何调整此模块?

感谢您的反馈,我们会尽快进行适当修改!
进来说说原因吧 确定
小调查
请问您想要如何调整此模块?

感谢您的反馈,我们会尽快进行适当修改!
进来说说原因吧 确定