Keeping a watchful eye: Wealth and tax planning with Julius Baer

As a private client of Julius Baer, you can rely on individualized and comprehensive wealth planning that best supports your goals and objectives. Whether you have complex wealth structuring needs, you want to get a better understanding of your wealth and tax situation, are planning your retirement, are looking to change your residence or would like to get some professional advice with regards to estate planning: for every challenge, we are at your side with a sustainable solution.

The experts at Julius Baer employ a holistic advisory process, and they can also draw upon the resources of a global network of external specialists as required. In this way we guarantee you an optimal solution no matter where you live or work.

Wealth management: Tailored advice instead of standardised products

When it comes to wealth and tax issues, every client has unique requirements. That's why Julius Baer offers you individualised solutions instead of standard products. Our first priority is always to gain an understanding of your personal circumstances along with the desires and goals that you are pursuing for yourself and your family. 

Comprehensive, individualized services

The constantly increasing complexity of the legal and tax systems around the world requires a continual adjustment and optimisation of how you invest your wealth. At Julius Baer, this is a key component of our wealth planning advice, in the same way that we consider your current situation in life and your future needs. Our services include:

Wealth Overview & Financial Planning	A detailed overview of your asset portfolio and the wealth planning strategy based upon it.
Tax Planning*	Analysis of your tax situation and personalized solutions from Julius Baer.
Estate and succession planning	Measures needed to transfer your wealth to the next generation in exactly the way you want.
Retirement Planning	Looking ahead with long-term planning to build up and secure your wealth.
Planning for a change of residence	Comprehensive planning and support when you decide to change your place of residence.
Philanthropy	Support when you establish a non-profit foundation or transfer some of your assets to charitable organizations.
Business consulting	Professional project management during the sale or transfer of a company.
Escrow services	Optimal, efficient handling of your complex financial transactions.
Structures for wealth planning	Management of corporate and fiduciary structures such as trusts and foundations as well as life insurance and private investment funds.

* Depending on the legal regulations that govern the client relationship with Julius Baer, certain services may be available only on a limited basis if at all.

Do you have any questions about financial or tax planning?

Your relationship manager at Julius Baer will be delighted to provide detailed information and give you personal support in any questions relating to wealth or tax issues.

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