Family office services
Family is in Julius Baer’s DNA.
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Managing, preserving, and passing on multi-generational family wealth can be a complex and time-consuming undertaking. Even more so if you have a family business, or if members of your family are spread out across multiple countries or continents.
We have over 130 years of experience in working with families and helping them create and preserve value for future generations. This experience, combined with our deep respect for personal relationships, make us a leading advisor when it comes to family wealth.
With Julius Baer’s family office services, you have access to expertise and support in the following areas:
Family roadmap
Cut through complexity with a view of your current and future family needs
Family governance
Create communication and education platforms to bring your family values to life
Family experts
Find the right partners by using our extensive network of dedicated experts
Family network
Meet and exchange knowledge with other families and industry leaders
Family purpose
Do good for society and our environment with a clear family strategy
Why opt for family office services?
Peace of mind
Delegate some or all of the responsibilities associated with your family wealth to an experienced professional.
Holistic approach
Family office services take all aspects of family wealth, so both personal and business-related, into consideration. This ensures a more holistic and coordinated approach to wealth.
Complement an existing set-up
Supplement or close any gaps in expertise that your family office might have, or find a sparring partner that can bring new ideas and solutions to the table.
How does it work?
If you think that family office services are something you and your family could benefit from, talk about this with your relationship manager. They will then bring our dedicated family office services team on board and together you will discuss your needs, your goals (short and long term), and your family’s situation in detail.
Based on this information, we will develop a bespoke roadmap that includes actions to be taken, responsibilities, a timeline, and a clear strategy. Once finalised, the roadmap will be implemented by our network of internal and/or external experts.
To ensure your roadmap remains in step with any changes that might arise in the future, for example, in your family situation or to your goals, we will regularly review your roadmap and strategy. This will enable us to take action and make any necessary adjustments, helping give you and your family peace of mind.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.
What sets us apart
Long-standing experience
We have over 130 years of experience in helping grow and protect family wealth.
A 360-degree approach
We create a roadmap to help drive your family’s values and vision, and to anticipate challenges before they arise.
A global network
We have a global network of in-house experts, and can help you find leading external experts to address a wide range of challenges.
Frequently asked questions:
Can you help us set up a family office?
Certainly. In a first step, we will sit down with you and examine the complexity of your situation, both in financial terms and in terms of your family structure. We will also identify your needs, objectives, and goals, and which specific services you require. If, based on this information, we find that a family office is the right solution, our team will initiate the process for establishing one for your family.
Do you have the capabilities to serve as a dedicated family office for individual families?
We take a very bespoke approach when it comes to catering to the needs and objectives of our clients. We therefore usually meet these needs either through internal or external partners, or a combination of both. Also, if a client already has specialists or a team that they work with, we are happy to collaborate with these parties and to contribute our expertise where beneficial.
Can you support existing family offices?
That depends on what kind of support is being sought. In many cases, we can work with a family officer and complement the services they are already providing – also as a sparring partner in situations where various solutions are being considered. Alternatively, we are sometimes brought on board to provide specific solutions or services that an existing family office is unable to provide. In such cases, we either work directly with the family office, or with a family member – whichever is the preferred approach.
We do not have a family office but we want to start taking a more professional approach to our family wealth. Is that something Julius Baer can help us with?
One of our key services for families is helping them introduce more professional approaches and frameworks to their businesses, wealth, and investments. One of the ways we do that is by helping them develop a family mission, a family roadmap, and a family constitution. This is then often followed by further steps such as professionalising the management of family businesses and developing cross-generational wealth transfer strategies.
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