wealth-intelligence

Automate tax-efficient wealth planning for Korean assets across real estate, financial instruments, and estate transfers.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/sjbaik0431/claude --skill wealth-intelligence
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: wealth-intelligence
Source: https://github.com/sjbaik0431/claude/tree/main/skills/wealth-intelligence
Command: npx skills add https://github.com/sjbaik0431/claude --skill wealth-intelligence

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

한국의 복잡한 세법과 금융 제도 속에서 자산의 증식·보호·이전을 합법적으로 설계하고, 세금을 최소화하는 전략을 제시합니다.

Core Features & Use Cases

  • 자산 현황 파악: 부동산/금융/사업/기타 자산의 평가액과 소득 구조를 한 눈에 파악합니다.
  • 세금 자동 계산 및 절세 매트릭스: 양도세, 증여세, 종부세 등의 계산 로직과 절세 전략을 제시합니다.
  • 포트폴리오 설계 및 현금흐름 분석: 나이·목표에 맞춘 자산 배분과 현금흐름 최적화를 제공합니다.

Quick Start

자산 현황과 목표를 Wealth Intelligence에 입력하면 즉시 세무 최적화된 자산 포트폴리오 전략을 생성합니다.

Frequently Asked Questions about wealth-intelligence

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate capital gains tax and optimize my real estate transaction under the Korean tax system?

To calculate capital gains tax and optimize real estate transactions under the Korean tax system, input your asset status and transaction details. The tool analyzes tax implications, identifies long-term holding benefits, and generates a tax-efficient wealth planning strategy for your property.

What is the best way to plan gift and inheritance tax exemptions for Korean assets?

The best way to plan gift and inheritance tax exemptions is by analyzing your estate transfer scenarios. The system enforces tax-calculation rules and gift or estate exemptions, providing optimization opportunities and cash-flow effects for legally minimizing transfer taxes.

How do I design a tax-efficient investment portfolio and analyze cash flow for retirement funding?

To design a tax-efficient investment portfolio and analyze cash flow for retirement, input your age, financial goals, and current assets. The system applies portfolio optimization logic and risk checks to generate an asset allocation strategy that minimizes tax liabilities.

Can I use this for comprehensive wealth planning across financial instruments, real estate, and business assets?

Yes, you can use this for comprehensive wealth planning across financial instruments, real estate, and business assets. It requires asset-status intake to evaluate your entire portfolio, ensuring tax implications and optimization opportunities are analyzed across all asset classes.

Does this tool support long-term holding benefits and tax calculation rules for the Korean tax system?

Yes, this tool explicitly supports long-term holding benefits and enforces Korean tax calculation rules. It evaluates your asset holding periods and applies relevant tax regulations to ensure your wealth planning strategy maximizes legal tax reductions.

What are the limitations of automated tax planning for complex estate transfers and portfolio optimization?

Automated tax planning for complex estate transfers and portfolio optimization requires accurate asset-status intake and relies on current Korean tax calculation rules. Users must ensure their input data is comprehensive, as the system enforces risk checks based solely on the provided financial information.