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Wealth planning

Our tailored and holistic wealth planning services will help you navigate every stage of your life.

At Julius Baer, we believe that wealth planning is a core pillar of every successful wealth management strategy. Whether you wish to secure your children’s financial future, better understand your tax situation, or are seeking expertise on succession, retirement, or relocation, our dedicated wealth planning team can help you prepare for tomorrow by taking action today.

Our wealth planning process

We know that your personal circumstances and aspirations will evolve over time. That is why our first priority is to gain a thorough understanding of your current situation, goals, and future needs. Together with you, we then determine your wealth planning requirements and define a strategy to address these. In a third step, this strategy is then implemented using the Julius Baer product and service platform, which draws on the experience of a broad range of in-house experts and carefully selected third-party specialists.  

Our team of wealth planners have local expertise and a global network to support you with your wealth planning needs.

What matters to you?

 
Taking your company to the next level with a Lombard loan