To change your current location please select from one of Julius Baer’s locations below. Alternatively if your location is not listed please select international.


Please select
Additional e-Services

*The location identified is an approximation based on your IP address and does not necessarily correspond to your citizenship or place of domicile.

Making the most of my inheritance

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.

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
Using your investments to help make the world a better place

We use cookies to make our website user-friendly for you. Please click "accept" or "customise settings" to customise which cookies will be set. Your preferences expire after six months. A default 'no consent' option applies in case no choice is made. Detailed information on the handling of cookies and data privacy, as well as your right to withdraw your consent at any time, can be found in our Data Privacy Policy.