https://www.proz.com/kudoz/spanish-to-english/bus-financial/45314-planificaci%F3n-patrimonial.html?

planificación patrimonial

English translation: Resource Planning

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
Spanish term or phrase:planificación patrimonial
English translation:Resource Planning
Entered by: gcaddy

19:47 Apr 23, 2001
Spanish to English translations [Non-PRO]
Bus/Financial
Spanish term or phrase: planificación patrimonial
En un curso de Organización de Empresas aparece un tema titulado Controles de la Empresa. Uno de los puntos a tratar es el de: Planificación patrimonial a largo y corto plazo

Gracias.
Maria Paz
Resource Planning
Explanation:
In this case patrimonial refers to business/finance and not to estate/inheritance so it would be better to translate as Resource Planning, particularly if it is an element of a course as you suggest.
In a similar context it could mean a Business Plan, but that is more specific here Resource Planning fits better.

patrimonio = net worth/capital resources

(as well as inheritnce/estate)
Selected response from:

gcaddy
United Kingdom
Local time: 01:11
Grading comment
Thank you so much, this is definetely the case here.
4 KudoZ points were awarded for this answer



Summary of answers provided
na +1Resource Planning
gcaddy
naESTATE PLANNING
Bertha S. Deffenbaugh


  

Answers


35 mins
ESTATE PLANNING


Explanation:
Saludos,:)

BD


Categories: Society > Law > Legal Information > Estate Planning and Probate Business > Financial Services > Financial Planning > Estate Planning

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Category



Bertha S. Deffenbaugh
United States
Local time: 17:11
Native speaker of: Native in SpanishSpanish
PRO pts in pair: 219
Login to enter a peer comment (or grade)

18 hrs peer agreement (net): +1
Resource Planning


Explanation:
In this case patrimonial refers to business/finance and not to estate/inheritance so it would be better to translate as Resource Planning, particularly if it is an element of a course as you suggest.
In a similar context it could mean a Business Plan, but that is more specific here Resource Planning fits better.

patrimonio = net worth/capital resources

(as well as inheritnce/estate)


    Collins Sp/Eng
    Business experience
gcaddy
United Kingdom
Local time: 01:11
PRO pts in pair: 28
Grading comment
Thank you so much, this is definetely the case here.

Peer comments on this answer (and responses from the answerer)
agree  bmclaughlin3 (X)
4705 days
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