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Family Office Services

Families are the foundation from which we grow, and, like each person, they are all individual. The life lessons passed between generations form our values and beliefs, and help define our path. 
You do not choose your family and its heritage, but you can shape its future with your actions. This may require the courage to innovate, or could mean drawing on the experience of your ancestors. The enduring bonds between family members offer strength that supports and guides every generation to seek its potential.

Why do we know?

​Fam​​ily is in Julius Baer’s DNA.  We went from humble beginnings to a flourishing family business, which at the correct time the family sold to allow it to evolve into the global reference for wealth management that we are today. Our founding family had the foresight to do what was best to nurture and grow the business, and we have never lost that family perspective. Today, it is the understanding of how to preserve and create value through change, the respect for personal relations and humanity, and the commitment to contribute to the creation of sustainable communities and economies that makes us the best advisors when it comes to ’family affairs’​.

Family roadmap
Cut through complexity with a consolidated view of your current and future family needs​​.

Family governance
​​​​Establish a family constitution and create communication and education platforms.

Family experts
​​​​Finding you the right partners using our extensive network of dedicated providers.

Family network
​​​Meet and exchange thought leadership with peer families and industry leaders at tailor-made events​. 

Family purpose
Set your family’s values in motion with a view to society and the environment.


Are you interested in learning more about our wealth management?

Our experts would be happy to discuss all of the options available to you.

Wealth and legacy – A family affair

Learn the simple keys to success for your family in maintaining your wealth and values for generations.