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The challenge
With business and personal interests spread around the globe, your financial situation is already complex. Add to that the fast-changing tax environments in many countries and the picture becomes even more intricate.
As a result, you want to make sure you understand how changes in tax legislation might affect your situation. You’re also looking for a clear, consolidated view of your overall tax position – so you can make informed decisions that support your broader wealth management goals.
Our solution
Taxation can be an important piece of the larger wealth management puzzle – one that people sometimes neglect to stay on top of. And while Julius Baer does not provide tax advice, we will work closely with your personal tax advisor to examine your individual wealth planning in relation to tax matters.
To do this, we first sit down with you to gain an in-depth understanding of your overarching financial situation, and then provide you with a comprehensive overview of your wealth.
Using this as a starting point, our internal and external network of tax experts will work with you and your tax advisor to examine your individual tax obligations and develop a framework to help you stay on top of any changes. We will also support you in exploring the tax implications of future events, such as the sale of a company or retirement, and help you plan for them.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.