Planning for subsequent generations testifies to true farsightedness and responsibility, but is also a highly demanding task.
Range of services
Julius Baer can provide an array of services to help you with this task:
- Asset and estate planning in line with Swiss and foreign law (including questions of inheritance tax and matrimonial property law) calling in experienced local specialists
- Setting up and managing foreign trusts (trust companies of the Julius Baer Group in Guernsey, Grand Cayman, New Zealand and Bahamas)
- Establishing Swiss and foreign foundations as well as offshore companies
- Ensuring continuity in the management of your assets