NH Investment & Securities announced that it held an "Exclusive Family Office Seminar" on November 11 at the Parnas Hotel in Samsung-dong, Seoul, for clients enrolled in its family office services.
This seminar was a private event aimed at institutional investors, exclusively inviting clients with entrusted assets exceeding 30 billion won.
The seminar focused on the upcoming "2027 Global Asset Market Outlook and Investment Strategies." It also addressed tax issues related to tax-saving strategies, which are of particular interest to high-net-worth individuals.
The presentations were tailored for ultra-high-net-worth individuals. Ha Jae-seok, a research fellow at NH Investment & Securities, discussed the "2027 Global Asset Market Outlook and Investment Strategies," while Ko In-seong presented on "Top Picks for Overseas Stocks to Watch in 2027," and tax accountant Song Seong-jin covered "Tax Issues and Tax-Saving Strategies for 2027."
NH Investment & Securities' family office provides comprehensive asset management services that connect family assets, businesses, and future generations. It designs solutions tailored to each family's challenges, from business growth to asset succession and social contributions. In particular, it explores various options related to asset succession, including inheritance and gift tax, business succession, and the establishment of family corporations and charitable foundations, while supporting the establishment and operation of these entities.
The focus of the service is not only on proposals but also on execution. The firm aims to clarify the challenges families need to address and work alongside them throughout the implementation process, bridging the gap between consultation and practical problem-solving.
Lee Jae-yeol, head of the WM Division at NH Investment & Securities, stated, "The family office seminar is an opportunity for our in-house experts, including those from the research department and investment advisory committee, to share insights directly with clients. We are refining the seminar's topics and content to help clients deeply examine market changes and tax issues, allowing them to establish asset management directions suited to their families."
* This article has been translated by AI.
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