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Making the most of my inheritance
Your parents have left you a sizeable inheritance. While you appreciate their gift, you would also like to make the most of it. Your priorities include securing the future of your loved ones, buying a home and preparing for your retirement. You would also like to re-invest some of the money. Consequently, you are seeking specialised wealth planning guidance that takes into account your overall personal and financial situation.
Julius Baer and an external network of dedicated experts are here to assist you in growing and preserving your wealth long into the future. Once we have understood your needs and objectives, we will provide you with the necessary advice on all the relevant aspects of wealth planning.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.