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Buying my dream home for retirement

Buying my dream home for retirement

Your business is doing very well, and your finances are in order. Your focus is therefore beginning to shift from wealth generation to wealth preservation, and your plans for after you sell your company. One of your highest priorities for the near future is to buy a beautiful piece of real estate to settle down in when you retire. To achieve this goal and ensure you will have a comfortable retirement, you would like to develop a clear plan for your wealth.

Solution

Our wealth planning experts at Julius Baer have extensive experience in helping you prepare for retirement. By means of our vast network of external and internal specialists, we can support you and your advisors with wealth structuring, succession, taxation and retirement-related considerations to help you achieve your current and future goals.

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

What Matters To You?

 
Reshaping an existing portfolio with the help of a lombard loan
 
Taking your company to the next level with a Lombard loan
 
Using your investments to help make the world a better place

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