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Ensuring that I can provide for my (future) family

Ensuring that I can provide for my (future) family

You are beginning to think about having a family. To ensure that you can provide a good and happy life for your children in the future, you would like to understand how well you are positioned financially before taking the leap. Some of the considerations may include childcare and education costs as well as transitioning from a two to a one-income household. You are therefore interested in speaking to someone about proactively planning your wealth.

Solution

Our internal and external network of wealth planning experts is passionate about supporting you in achieving your goals. Together with you, they will gain a detailed understanding of your current financial situation and develop a financial plan to help ensure those goals are met.

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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