Samsung Securities Establishes 'Tax Center,' a Specialized Organization for Tax and Real Estate

Comprehensive Financial and Non-Financial Asset Management Consulting
Also Creating 'Bugagatsise' YouTube Content

Samsung Securities announced on the 27th that it has established a 'Tax Center,' a comprehensive asset management consulting service specializing in tax savings and real estate. Photo shows employees of the Tax Center. Photo by Samsung Securities.

On the 27th, Samsung Securities announced the establishment of the 'Tax Center,' a comprehensive asset management consulting service specialized in tax savings and real estate.

The Tax Center focuses on providing financial and non-financial services tailored to super-rich clients, centered on tax and real estate. Its goal is to deliver optimal solutions by considering tax, real estate, and portfolio comprehensively. For example, when considering real estate transactions, it does not stop at fragmented value judgments but offers optimized utilization plans by taking into account family assets, age, and circumstances. It also supports a global network related to overseas real estate through partnerships with CBRE and Knight Frank, leading global real estate service companies.

From the tax perspective, the center offers customized tax-saving strategies related to financial investments, gifts and inheritance, and real estate, providing a one-stop solution for domestic and overseas tax issues. In partnership with external tax firms, it provides a complete service including filing for comprehensive income tax, major shareholder capital gains tax, gift tax, and more. To address legal issues such as business succession and will drafting, it collaborates with top domestic law firms and accounting firms.

Dr. Yena Kim, a tax expert and certified public accountant who has overseen business succession and tax-saving plans for ultra-wealthy asset owners, was appointed as the head of the Tax Center. The team includes veterans with an average of over 20 years of practical experience in tax, including tax experts from the National Tax Service, CPAs from major accounting firms, and U.S. accountants. They provide extensive tax-saving strategies both domestically and internationally. Real estate experts such as specialists in real estate development from the Ministry of Land, Infrastructure and Transport, international real estate asset managers, and U.S. commercial real estate investment analysts are also part of the team.

In addition to customized services for the ultra-wealthy, the Tax Center also focuses on supporting 'Workplace WM,' an asset management service for corporate employees provided by Samsung Securities. When corporate employees exercise stock compensation such as stock options, stock grants, or restricted stock units (RSUs), the center offers tax-saving consulting to maximize after-tax returns. For general customers, it continuously uploads YouTube content titled 'Buga Gatchi Se' (meaning 'Wealth grows together when you understand taxes and real estate').

Yena Kim, head of the Tax Center, said, "Through consulting, I have experienced many customers' concerns and questions. Based on the know-how accumulated so far, I will strive to deliver customized solutions to more customers."

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