El conocimiento del cliente y sus circunstancias personales, resulta fundamental para proporcionarle un asesoramiento a la medida de sus necesidades, al objeto de identificar y poner en práctica la mejor estructura o alternativa disponible para conseguir una adecuada economía de opción que nos permita minimizar los costes fiscales y los riesgos asumidos, así como afrontar el futuro con las mayores garantías de éxito.
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