For Shinhan PWM clients or those with financial assets over 1 billion KRW, targeting customers with deposits of 500 million KRW or more at Shinhan Bank

Shinhan Bank Launches Inheritance and Gift Consulting Round Service View original image


[Asia Economy Reporter Yu Je-hoon] Shinhan Bank announced on the 3rd that it will launch the 'Inheritance and Gift Consulting Round Service' for comprehensive asset management based on the customer's life cycle.


This service is a one-stop asset succession service that provides customized comprehensive asset management solutions tailored to the customer's needs. It is available to Shinhan PWM Center customers or customers with financial assets of 1 billion KRW or more, among whom those with deposits of 500 million KRW or more at Shinhan Bank are eligible.


Tax experts from the Shinhan TAX Consulting Center lead the service by identifying customer needs and issues, and expert groups from various fields such as real estate, law, asset management, and trusts provide optimal solutions.


The Inheritance and Gift Consulting Round Service can be applied for by visiting a branch or directly through Shinhan SOL. Consultation services are available both face-to-face and non-face-to-face according to the customer's request.



A Shinhan Bank official stated, "Differences in perceptions between generations regarding inheritance and gifts are not easily resolved through family conversations, but are often more easily resolved through experts," adding, "Customers will be able to experience a new comprehensive inheritance and gift service launched from the perspective of Shinhan Bank's core values of 'Rightly, Quickly, Differently.'"


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

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