The success of tomorrow relies upon the seeds of today

Julius Baer’s specialists advise and support you and your family with long-term financial planning solutions that can weather all seasons.

A holistic advisory process for sophisticated investors

You can trust Julius Baer’s Wealth Planners to employ a holistic advisory process as well as draw upon a well-established network of external specialists and providers when devising the best possible solutions to meet your needs. All solutions will meet all your requirements so that they are in line with the increasingly complex regulatory environment worldwide.

Julius Baer’s comprehensive Wealth Planning advice

 

  • Wealth overview & financial planning – Enabling you to attain a complete overview of your financial status, forming the base for discussions concerning the systematic planning of your wealth from various angles including finance and estate planning.

  • Philanthropy – Helping you to make charitable donations that reflect your family’s values and passions, create a legacy for future generations, and bring about change. In addition, philanthropy can be helpful in wealth planning and strengthening family cohesion. The options for philanthropic giving are broad.
  • Special financing services – The facilitation and smooth execution of your escrow needs.
  • Services for entrepreneurs – Assisting entrepreneurs in understanding the challenges associated with family, business and financial situations and offering solutions covering every issue. You will receive competent support covering law, governance and the operational and financial procedures for balancing family and enterprise.
  • Succession planning – Helping you to arrange your wealth so that it can be passed on to future generations according to your wishes. Julius Baer’s succession planning offering considers multiple jurisdictions. Solutions can include testamentary provisions, prenuptial agreements, gifts made during a lifetime, as well as change of residence and other agreements including the establishment of a trust, family and/or charitable foundation, any other suitable structure as well as insurance and pension contracts.
  • Retirement planning – Helping you to clarify your retirement options, the planning and the pay-out of your pension fund with a short to long-term view. 

Note: Depending on the legal regulations that govern the client relationship with Julius Baer, certain services may be available only on a limited basis if at all.

Pricing

As a client of Julius Baer, you are welcome to an initial analysis and conceptual discussion of your wealth management requirements. Afterwards, a more in-depth analysis can be discussed, with costs calculated according to complexity.

Further information

Are you interested in learning more about Julius Baer’s Wealth Planning services? Your relationship manager would be delighted to provide you with more detailed information.