The challenge

Your children are the most important thing in the world to you. And like all parents, you want to do everything you can to ensure their future well-being. 

You are convinced that among other things, this means providing them with an inheritance that will give them financial security and a broad spectrum of options and opportunities later on in life. You therefore want to start planning your estate and structuring your wealth as soon as possible, and are seeking expert guidance on how best to proceed. 

Our solution

As a wealth manager with deep family roots, we are firm believers in the importance of planning for the future. Together with you, our internal and external network of wealth structuring specialists will develop a comprehensive solution for your family’s wealth that takes into account your specific situation and goals, and will support you in creating the foundation for a successful and fulfilled life for your children.

Why Julius Baer?

Julius Baer offers a broad spectrum of investment advice, support, and solutions.

Skilled experts

We have highly experienced teams of in-house wealth planning specialists and a network of external experts located in key markets around the world.

Family origins

Our roots as a family business and entrepreneurs mean we are uniquely positioned to partner with families across generations.

In-house trust companies

Julius Baer has two in-house trust companies; one in Zurich and one in Singapore.

Learn more about us

Insights

My own company

Geneva in the morning

What Matters To You?

My own company

Geneva in the morning

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