KB Securities Launches Full-Scale 'KB able Premier Consulting' Service

[Asia Economy Reporter Oh Ju-yeon] KB Securities announced on the 6th that it will officially provide the 'KB able Premier Consulting' service, a comprehensive consulting service covering all areas of asset management such as business succession, taxation, real estate, and investment, targeting High Net Worth (HNW) clients.

Since HNW clients' consulting requests span complex and comprehensive areas such as wealth transfer and asset growth rather than specific fields, the company explained that it will provide a more systematic and upgraded consulting service beyond the scope and level of advice previously offered through the 'Corporate Tax Advisory Center.'

The core of the KB able Premier Consulting service is 'all asset management for one person,' focusing on 'business succession' consulting, which combines tax consulting centered on inheritance and gifts with corporate finance consulting. Additionally, it offers consulting services covering overall asset management, including real estate investment advice and related tax consulting, major shareholder capital gains tax on stock trading, tax-saving strategies for financial product investments, and investment consulting.

The consulting personnel mainly consist of tax accountants affiliated with KB Securities, real estate experts who hold dual positions in banking and securities, and lawyers. They have established a collaborative system with corporate finance and the research center, while the , an expert group within KB Financial Group, supports the structure, mobilizing the consulting capabilities of KB Financial Group as a whole.

When these specialized consulting personnel receive a client’s request, they identify the needs, form a customized team according to the field, and conduct consulting through analysis and investigation.

In January, KB Securities opened financial centers in Samseong-dong and Daechi-dong in Gangnam, Seoul, and Yeouido in Gangbuk to provide differentiated investment products and consulting services, and plans to actively utilize the KB able Premier Consulting service centered on these locations.

Park Jung-rim, CEO of KB Securities, said, "There is an increasing demand from VVIP clients who want to safely transfer the precious assets they have built through systematic business succession," adding, "In the current phase where market volatility is expanding due to the COVID-19 situation, we will strive to provide practical help through the KB able Premier Consulting service and continuous follow-up management by branch PBs, so that it can develop into a family office in the future."

The KB able Premier Consulting service can be applied for through consultations with PBs at KB Securities branches.

This content was produced with the assistance of AI translation services.