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The challenge
Your family business has grown steadily across generations, and was entrusted to you with pride and purpose. Now, as you look ahead to retirement, you’re thinking about how best to pass the baton – not only to secure the company’s long-term success, but also to involve your children in a way that reflects their strengths and aspirations.
You want to make sure your succession plan is fair and transparent, and that all family members feel included. At the same time, you're considering how to channel part of your wealth to causes that are close to your heart. With all of these elements at play, you would like some expert guidance.
Our solution
At Julius Baer, we understand the unique dynamics of a multigenerational business. Our firm started out as a family business, and that heritage shapes the way we support yours. Working with our network of internal and external specialists, we help you develop a tailored roadmap for your business succession, your family’s evolving roles, and your broader wealth planning needs.
Whether you're navigating ownership structures, aligning interests across generations, or planning your philanthropic commitments, we’re here to help ensure that your legacy continues – with purpose and peace of mind.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.