Wealth Planning & Structures
Your partner through all seasons
Preparing for tomorrow by planting the seeds of success today
In today’s increasingly complex regulatory landscape, Julius Baer’s Wealth & Tax Planning specialists can advise and support you and your family with long-term financial planning solutions that can weather all seasons.
A holistic advisory process
To find the best possible solutions for your needs, Julius Baer’s wealth strategists provide comprehensive, holistic advice based on their own expertise and on a well-established network of external specialists and providers. Your needs will change over time, and you can trust your relationship manager to adapt your financial solutions according to your requirements while adhering to all relevant regulatory requirements.
Luxembourg – offering prime conditions for international investments
As an established financial marketplace with many years of experience in cross-border financial transactions, Luxembourg offers excellent conditions for international investment.
With a transparent, favourable, and stable political and legal environment you can rest assured that your wealth will be well structured and efficiently managed.
Are you interested in learning more about Julius Baer’s Wealth Planning services? Your dedicated relationship manager would be delighted to provide you with additional information.