Evaluasi Manajemen Aset, Proteksi, dan Dana Pendidikan (Studi Kasus pada Bapak Hamid)
A successful businessman with lack of knowledge to manage their own wealth is not hard to find. They tend to do business and manage their own wealth conventionally. One of the factors is the lack of education and information. In fact, many of the businesses man do not have a college degree, but succ...
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| Main Authors: | , |
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| 格式: | Theses and Dissertations NonPeerReviewed |
| 出版: |
[Yogyakarta] : Universitas Gadjah Mada
2013
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| 主題: | |
| 在線閱讀: | https://repository.ugm.ac.id/120280/ http://etd.ugm.ac.id/index.php?mod=penelitian_detail&sub=PenelitianDetail&act=view&typ=html&buku_id=60302 |
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| 機構: | Universitas Gadjah Mada |
| 總結: | A successful businessman with lack of knowledge to manage their own
wealth is not hard to find. They tend to do business and manage their own wealth
conventionally. One of the factors is the lack of education and information. In
fact, many of the businesses man do not have a college degree, but successful in
doing business and became rich. But usually their wealth focused on physical
assets such as land, house, and also has no protection or planning for the future.
Therefore, they need a service from wealth manager in managing their assets.
The research focused on the family Mr Hamid which had a wife named
Mrs Icah and had 4 children. Mr. Hamid has three grandchildren from the first and
second child. Mr. Hamid worked as a technical director in a company providing
construction services. Mr Hamid is a businessman and categorized HWNI (High
Net worth Individual).
The purpose of this study is to identify the client's risk profile,
management and diversification of client assets, client protection and family
planning education, and provide recommendations to the client in accordance with
its current risk profile.
The final results of this study indicate that the client has a risk profile that
can tolerate high risk (above average risk taker). Client chose scenario 1 which
contents of high-risk business ventures. Capital needed gain from selling one of
the client's assets. This makes client�s assets more diversified and increasing
client�s cash flow. Client also will have the protection of life insurance, vehicle
insurance, fire insurance (for home), and the preparation of educational funding
for client�s youngest children. |
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