It’s hard to know what tomorrow will bring, or how your needs and goals will change over time. That’s why it’s important to have a clear, holistic plan in place that keeps you on course to reach your financial goals in the short, medium, and long term. 

Our wealth planning experts aim to help you grow and preserve your wealth, and transfer it to the next generation when the time comes. They support you in all aspects of wealth planning, and give you access to our vast network of dedicated professionals around the globe.

Our wealth planning services include:

Financial planning
Comprehensive long-term planning aimed at supporting you in achieving your financial goals

Liquidity planning
In-depth planning to meet your liquidity goals 

Wealth structuring
Setting up the right wealth structures for your family’s wealth

Relocation
Advice on the implications of a move to a new location 

Retirement
Helping you ensure you have a comfortable future 

Succession
Transferring your wealth to those you wish to benefit from it

Philanthropy
Leaving your mark and creating value with a purpose

How does it work?

Wealth planning is a holistic undertaking. Your dedicated relationship manager will therefore ensure they have a true and in-depth understanding of your current personal and financial situation, including your family and any business interests. 

In a next step, they will work with our internal experts, and, if appropriate, with our extensive network of external professionals, to develop and implement a bespoke long-term strategy that specifically addresses your various needs. 

Your relationship manager will then review the strategy with you at regular intervals to determine whether your needs or goals have shifted over time. If so, they will discuss these changes with you and make adjustments as required.

The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.