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Keeping the company in the family

Keeping the company in the family

You have held a company for a number of decades and have watched it flourish thanks to years of hard work, passion, and personal conviction. The time has now come to take a step back from the day-to-day business, and all three of your highly capable children have expressed a strong interest in becoming your successor. But how do you decide who takes on this role and who would be best suited for other important positions? You want to ensure a smooth and successful succession process and that your values live on at the company, even after you have stepped down.


Julius Baer’s internal specialists are on hand to help you establish a succession plan that takes everyone’s best interests, and those of the company, into account to ensure that the decisions you take today align with your values in the long term. We also have access to an experienced network of external experts who will bring you and your family to the table to discuss and create a family roadmap for the future.

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

What Matters To You?

Reshaping an existing portfolio with the help of a lombard loan
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

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