The challenge 

Your parents have given you a sizeable living inheritance. You are excited and very much appreciate their gift. Knowing how hard they worked for this money and how many sacrifices they have made, it’s extremely important to you that you spend or invest it wisely. 

You’re considering using the funds as a nest egg to give your family greater financial security, but you are also thinking about using them to acquire a new home or help you prepare for your retirement, or reinvesting the entire amount. So how do you decide?

Our solution

Our wealth planning specialists are experienced sparring partners and would be delighted to help you explore and assess the many new options that have opened up for you. 

Before discussing any details relating to the inheritance, however, they will make sure they fully understand your needs and objectives. Then, drawing on our extensive in-house wealth planning expertise and our external network of dedicated specialists, they will provide you with holistic advice and concrete solutions with the aim of not only preserving the wealth your parents passed on to you, but also growing it for the future.

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 wealth planning 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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