東急不動產控股株式會社(總部:東京都澀谷區,代表取締役社長:西川 弘典,以下簡稱「東急不動產控股」)及其集團各公司,為因應客戶日益多樣化的資產課題,將結合集團的綜合實力,提供資產諮詢服務「集團整合型財富管理服務」。本服務將為高淨值人士提供包含不動產、金融、稅務及法務等全方位的資產擴大與防禦支援。
東急不動產控股的強項在於擁有眾多在各不動產領域表現卓越的集團公司,業務範疇廣泛。過去,集團各公司各自為客戶提供資產支援;如今,我們將以集團內負責不動產流通業務的東急 Livable(東急リバブル)旗下的專業組織「財富顧問本部」(ウェルスアドバイザリー本部)所提供的資產諮詢服務作為核心平台,並以曾使用集團服務的資產家、投資家、地主、公司創辦人、公司高階主管、醫師等家庭(以下稱「客戶」)為中心,集團將團結一致,作為客戶未來長久的夥伴,提供全方位的服務。
活用集團業務範疇的「資產最適化」
東急不動產控股集團在都市開發、策略投資、管理營運、不動產流通等廣泛的業務領域中,與各式各樣的客戶有接觸點。近年來,這些客戶提出的資產課題諮詢內容日益廣泛,並朝向需要更複雜、更專業知識的方向轉變。為此,我們融合了集團所累積的資產諮詢知識,以及所擁有的多元業務領域,建構了一個能夠超越不動產範疇,針對「繼承規劃」、「資產運用與所得對策」、「不動產活用對策」、「事業繼承對策」等廣泛需求的提案體系。以與本集團的交易為起點,我們將強力支援客戶家庭的資產擴大與防禦。
設立「專屬綜合窗口 集團財富管理團隊」,實現「集團總動員解決課題」
為了持續成為能夠貼近客戶、作為保護資產並善用資產的夥伴的企業,而非僅止於傳統單一事業、單點式的課題解決模式,「東急 Livable 財富顧問本部」將擔任客戶的專屬綜合窗口。此綜合窗口將在貼近客戶的同時,與團隊內由金融機構出身者、稅理士、不動產鑑定師等專業人士,以及集團各公司的業務窗口緊密合作,提供包含複雜稅務、法務、金融課題在內的綜合性提案。
壓倒性的
常見問題
What is the "Group Integrated Wealth Management Service"?
It is a comprehensive asset consulting service launched by Tokyu Fudosan Holdings and its group companies, designed to support the expansion and defense of assets for high-net-worth individuals. It covers not only real estate but also finance, taxation, and legal affairs.
Who is the target audience for this service?
The service primarily targets households of asset owners, investors, landowners, company owners, corporate executives, and physicians who have utilized the group's services.
What makes this service different from previous offerings?
Previously, group companies offered individual asset support. This new service integrates the group's collective strength, using Tokyu Livable's "Wealth Advisory Division" as a central platform to provide comprehensive solutions that go beyond real estate to include finance, tax, and legal aspects.
What specific areas of asset management does the service cover?
The service covers a wide range of needs, including inheritance planning, asset management and income strategies, real estate utilization strategies, and business succession planning.
How will customers access this service?
Customers will have a dedicated comprehensive contact point, the "Group Wealth Management Team" managed by the "Tokyu Livable Wealth Advisory Division." This team will coordinate with internal experts and group companies to provide integrated proposals.