Samsung Securities Publishes 'Heritage Solution 2026', the Investment Bible for Ultra-High-Net-Worth Wealth Succession

Samsung Securities announced on January 8 that it has published "Heritage Solution 2026," a limited edition of 2,000 copies, encapsulating the essence of tax and real estate consulting for ultra-high-net-worth individuals.

This publication reflects the recent "Text+Hip" trend, where reading is enjoyed as a fashionable culture. It goes beyond simply delivering information, and has been designed as a sophisticated book package suitable for the libraries of ultra-high-net-worth clients. The set consists of three volumes. Each copy is individually numbered to enhance its collectible value. The books will be personally delivered by dedicated private bankers to a select group of top-tier clients of Samsung Securities.

"Heritage Solution 2026" offers optimal solutions based on three key topics that are of greatest concern to wealthy individuals: financial taxation, inheritance and gifting, and real estate.

The "Financial Taxation" volume provides a detailed overview of the tax system for high-income financial earners and tax-saving strategies utilizing financial products. In particular, it systematically organizes case-specific tax-saving strategies that stock investors must know, thereby greatly enhancing practical applicability and content completeness for real-world investment scenarios.

The "Inheritance and Gifting" volume sheds light on real-life concerns and solutions through customized case studies for real estate and financial asset holders. Notably, it includes methods for utilizing "testamentary trusts," which have emerged as a key tool for smooth wealth succession, and proposes differentiated succession strategies.

The "Real Estate" volume covers analyses of residential complexes scheduled for sale and occupancy in 2026, as well as the procedures for reconstruction and redevelopment projects. Additionally, it presents strategies for utilizing real estate trusts tailored to wealthy individuals, offering asset protection strategies in a rapidly changing real estate market.

Yang Wanmo, Executive Vice President of Channel Solutions at Samsung Securities, stated, "We established the Heritage Solution Division to help ensure that our clients' assets become a valuable heritage passed down through families and generations," adding, "We hope this publication will serve as a reliable guide for safely preserving our clients' valuable assets for the next generation."

On January 13 at 2:00 p.m., Samsung Securities will hold a customer seminar at the Seocho Samsung Finance Campus to commemorate the publication of Heritage Solution 2026. The seminar will cover topics such as the 2026 asset market outlook and investment strategies, real estate market response strategies, and tax-saving strategies for gifting and inheritance. All attendees will receive a copy of Heritage Solution 2026. Advance reservations are required to attend the seminar and can be made through the dedicated private banker.