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Finding a fair succession solution

Finding a fair succession solution

You have worked hard for many years to ensure that you could give your family a comfortable and happy life. Your career has been successful, and retirement is now approaching. As a result, you are beginning to think about a succession plan. Because your children live abroad and international succession laws are complex, you feel you should start planning soon. You would therefore like to speak to an expert about how best to proceed.

Solution

Julius Baer understands how important it is to know that your loved ones are taken care of. A seasoned internal and external network of experts will work with you to develop and implement a succession plan tailored to your specific situation and wishes.

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.

What Matters To You?

 
Taking your company to the next level with a Lombard loan
 
Looking after your loved ones, no matter what the future holds
 
Using your investments to help make the world a better place
 
Reshaping an existing portfolio with the help of a lombard loan

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