Set bespoke solutions into place to secure your wealth through the long-term
In today’s increasingly complex market and regulatory landscape, Julius Baer’s Wealth Planners can support you and your family with long-term financial planning solutions that can weather all seasons.
A holistic advisory process for sophisticated investors
Julius Baer’s comprehensive wealth planning services
- Wealth overview and 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, tax 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.
- 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 taxes, 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.