저희 전문가그룹이
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인생금융전문가
삼성 FP센터
삼성 패밀리오피스
가문관리, 부동산, 세무, 투자 관련 내부전문가와 회계, 법무, 노무, 특허 등을 담당하는 외부 전문기관이 긴밀한 협업을 통해 체계적인 컨설팅을 제공합니다.
Contact Us
Professional and diverse suggestions for asset management and tax savings! Request a consultation with your consultant now.
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Expert panels across six specialties deliver premium consulting services.
Investments and Portfolios
Proposing stable investment products based on investment strategies
- Presenting customized products by investment propensity
- Regular rebalancing and yield management
Proposal of customized products for each customer using trusts
Tax
Real estate burden gift
Income tax savings strategies
Comprehensive financial income tax
Real Estates
Real estate tax savings strategies
- Selling/buying strategies, property taxes, etc.
Real estate property analysis consulting
- How to use and manage rental income
Retiring
Strategies to secure retirement stability
- Retirement living expenses analysis
Retirement asset management strategies
- Financial health at retirement
Inheritance Gift
Inheritance Tax Savings Strategy Proposals
- Inherited property valuation
- Inheritance tax simulation
- Pre-gift execution review and presentation
Business Operation
Corporate/sole proprietors' tax savings strategies
- Enterprise operation risk assessment
- Establishing an equity structure and reviewing corporate conversion
Efficient family succession strategies
