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Wealth planning

Grow and preserve your wealth long into the future

The only constant in life is change, which is why individual life planning should not be a one-off exercise. Your personal circumstances, requirements, expectations, and aspirations will develop over time. We are here to support you through life’s adventures and provide the right solution for every step of the way. Whatever your goal may be, we will listen to you carefully and show how prudent planning can help you achieve them. Comprehensive analysis is essential to ensure that your wealth remains secure for you, your family, and future generations.

Our services – a selection

We deploy a holistic approach to managing your wealth. Our own advisors, together with a broad network of external experts, supports you to analyse your overall wealth situation. They create a comprehensive financial overview for you and your family or business, encompassing relevant wealth planning topics such as

  • financial planning: in-depth planning to help you achieve your financial goals
  • wealth structuring: deploying the appropriate solutions for your family or business
  • retirement: providing for a comfortable future
  • taxation: understanding your tax obligations
  • succession: transferring your wealth to the next generation
  • relocation: understanding the impact of a potential move abroad
  • philanthropy: leaving your mark on the world through charitable engagement.

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

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