永豐銀行今年陸續啟動財富管理2.0、辦理高資產私人銀行業務,同時進駐高雄資產管理專區、聚焦新型態金融服務,自今日起,進一步推出璀璨豐享信託結合基金投資,以「本金自益、孳息他益」為主軸,兼顧理財傳承、稅務規劃與退休保障等三大效益,協助高資產戶達成資產增值、有效配置及財富永續。 截至今年9月,臺灣資產超過1億元者逾1.75萬人、年成長逾66%。永豐銀行表示,璀璨豐享信託結合信託與基金投資,可協助高資產戶穩健累積資產並具傳承效果,委託人透過本金自益於信託期間享資本利得增值空間,期滿後,亦可保留部位或擇期贖回,妥善安排個人安養照護、保障退休生活。 永豐銀行指出,璀璨豐享信託亦協助委託人經由孳息他益並善用稅務規劃及每年贈與免稅額,可將信託財產的孳息,移轉予子女等指定受益人,達成所得分散、財富傳承目標。 永豐銀行表示,旗下秉持「強化資源整合、提供高端客戶專業與客製化金融解決方案」的核心策略,結合集團海內外專業經驗與資源,提供涵蓋資產配置與融資的多元化跨境財管方案,協助高資產戶靈活掌握全球市場脈動,平衡資產成長與風險分散,亦達財富永續傳承的長期目標。 (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 刷卡繳綜所稅留意回饋!分期0利率、日圓旅遊金、機票 各大銀行活動快看 元富證「分戶帳授權扣款」超方便!免轉帳手續費 一鍵搞定 永豐銀「可攜式退休信託帳戶」送優惠 申購基金最低享0手續費! 永豐銀行今年陸續啟動財富管理2.0、辦理高資產私人銀行業務,同時進駐高雄資產管理專區、聚焦新型態金融服務,自今日起,進一步推出璀璨豐享信託結合基金投資,以「本金自益、孳息他益」為主軸,兼顧理財傳承、稅務規劃與退休保障等三大效益,協助高資產戶達成資產增值、有效配置及財富永續。 截至今年9月,臺灣資產超過1億元者逾1.75萬人、年成長逾66%。永豐銀行表示,璀璨豐享信託結合信託與基金投資,可協助高資產戶穩健累積資產並具傳承效果,委託人透過本金自益於信託期間享資本利得增值空間,期滿後,亦可保留部位或擇期贖回,妥善安排個人安養照護、保障退休生活。 永豐銀行指出,璀璨豐享信託亦協助委託人經由孳息他益並善用稅務規劃及每年贈與免稅額,可將信託財產的孳息,移轉予子女等指定受益人,達成所得分散、財富傳承目標。 永豐銀行表示,旗下秉持「強化資源整合、提供高端客戶專業與客製化金融解決方案」的核心策略,結合集團海內外專業經驗與資源,提供涵蓋資產配置與融資的多元化跨境財管方案,協助高資產戶靈活掌握全球市場脈動,平衡資產成長與風險分散,亦達財富永續傳承的長期目標。 (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 刷卡繳綜所稅留意回饋!分期0利率、日圓旅遊金、機票 各大銀行活動快看 元富證「分戶帳授權扣款」超方便!免轉帳手續費 一鍵搞定 永豐銀「可攜式退休信託帳戶」送優惠 申購基金最低享0手續費!

永豐銀推璀璨豐享信託 助高資產客戶兼顧理財、傳承、稅務

2025/11/28 00:02

永豐銀行今年陸續啟動財富管理2.0、辦理高資產私人銀行業務,同時進駐高雄資產管理專區、聚焦新型態金融服務,自今日起,進一步推出璀璨豐享信託結合基金投資,以「本金自益、孳息他益」為主軸,兼顧理財傳承、稅務規劃與退休保障等三大效益,協助高資產戶達成資產增值、有效配置及財富永續。

截至今年9月,臺灣資產超過1億元者逾1.75萬人、年成長逾66%。永豐銀行表示,璀璨豐享信託結合信託與基金投資,可協助高資產戶穩健累積資產並具傳承效果,委託人透過本金自益於信託期間享資本利得增值空間,期滿後,亦可保留部位或擇期贖回,妥善安排個人安養照護、保障退休生活。

永豐銀行指出,璀璨豐享信託亦協助委託人經由孳息他益並善用稅務規劃及每年贈與免稅額,可將信託財產的孳息,移轉予子女等指定受益人,達成所得分散、財富傳承目標。

永豐銀行表示,旗下秉持「強化資源整合、提供高端客戶專業與客製化金融解決方案」的核心策略,結合集團海內外專業經驗與資源,提供涵蓋資產配置與融資的多元化跨境財管方案,協助高資產戶靈活掌握全球市場脈動,平衡資產成長與風險分散,亦達財富永續傳承的長期目標。

(資料來源:威傳媒新聞-WinNews)

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