The challenge

Lately, you’ve been thinking more about the future – about how you family should pass on its wealth, and its values. As new generations are coming of age, so are new priorities: some family members want to focus on preserving capital, others are leaning towards entrepreneurship, growth, or social impact. And while some want to be involved in every investment decision, others prefer not to be involved at all.

It's becoming increasingly clear to you that managing wealth and legacy across generations comes down to more than just investment performance. You need to create a structure that reflects your family’s values while supporting the different needs, priorities, and views within it. That means thinking about roles, responsibilities, and how to keep communication open across generations.

Our solution 

That’s where we come in. Our wealth planning specialists have been supporting families for over a century – helping them structure their wealth, navigate succession, and plan with purpose. 

Drawing on our global network of in-house and external experts, we can also help you create a broader family framework. Whether you’re looking to establish a family governance model, define a philanthropic strategy, or build a strong family network, we’ll support you in creating a roadmap that reflects your family’s values and brings its long-term vision to life

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

Why Julius Baer?

Julius Baer offers a broad spectrum of family office services.

Long-standing experience

We have over 130 years of experience in helping grow and protect family wealth.

A 360-degree approach

We create a roadmap to help drive your family’s values and vision, and to anticipate challenges before they arise.

A global network

We have a global network of in-house experts, and can help you find leading external experts to address a wide range of challenges.

Learn more about us

Insights

What matters to you?

Helping you plan your wealth and stay on top of your tax obligations

Are you aware of all the international tax regulations that could affect you?

My own company

Geneva in the morning

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