Consolidating inheritance and tax-planning advisory capabilities
First written in FY2016. 1 of 2 entries say "Advanced", first in FY2018. Latest entry: FY2018.
No other company in this theme has enough history to compare yet.
- FY2018AdvancedAnnual report
「For mature customers, we worked to activate transactions by providing services and products tailored to individual customers, including the Property Assessment Service to address inheritance needs and access to specialists for customers with a high risk tolerance.」
For inheritance-related needs, the Property Assessment Service and specialist support were rolled out as specific service offerings. - FY2016First statedAnnual report
「To strengthen our ability to propose solutions to customer issues, including inheritance and business succession, we consolidated within 東海東京ウェルス・コンサルティング株式会社 the information-provision functions related to inheritance, taxation and other matters that had been dispersed across the Group, establishing a framework to meet customers' increasingly diverse and sophisticated needs.」
A framework was established to consolidate inheritance and tax information that had been dispersed across the Group within a specialist company.