Korea Investment & Securities Holds Welcome Dinner for New GWM Family Office Clients

Korea Investment & Securities announced on March 5 that it held a welcome dinner for new clients of its GWM Family Office, a dedicated organization for ultra-high-net-worth individuals. The Family Office provides premium financial services for super-rich clients with financial assets of at least 10 billion won.

The event, which took place the previous day at Park Hyatt Seoul, invited around 20 newly selected Family Office clients for this year. The purpose was to share Korea Investment & Securities' wealth management philosophy and to foster networking among clients. In addition to introducing the differentiated services offered by the GWM Family Office, attorney Cho Woonggyu from Barun Law LLC delivered a special lecture on the topic of 'Wealth Management and Succession Strategies of Global High Net Worth Individuals.'

Korea Investment & Securities explained that its Family Office service aims to provide customized, comprehensive wealth management that goes beyond simple asset growth to enhance the value of a family. It is characterized by dedicated teams of experts in areas such as global investment, tax, and real estate, as well as affiliated partners, working together seamlessly to provide optimal solutions tailored to each client. The company also continues to expand the range of benefits by hosting private conferences and offering privileges considering clients’ lifestyles, including art, wine, and golf.

President Kim Sunghwan stated, "As a partner who contemplates the sustainability of Family Office clients' legacies together, we will not only provide financial insight through meticulous and differentiated wealth management, but also strengthen our role in enhancing family values and supporting stable succession."

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