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.

Why Julius Baer?

Julius Baer offers a broad spectrum of investment advice, support, and solutions.

Skilled experts

We have highly experienced teams of in-house wealth planning specialists and a network of external experts located in key markets around the world.

Family origins

Our roots as a family business and entrepreneurs mean we are uniquely positioned to partner with families across generations.

In-house trust companies

Julius Baer has two in-house trust companies; one in Zurich and one in Singapore.

Learn more about us

Insights

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

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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