Your wealth, your future:
Wealth and tax planning with Julius Baer
Whether you have complex wealth structuring needs, want a better understanding of your wealth and tax situation, are planning your retirement, looking to change your residence or would like to get some professional advice with regard to estate planning: we support you with a sustainable solution for any challenge.
Wealth management: tailored advice instead of standardised products
The relationship managers at Julius Baer employ a holistic advisory process, and they can also draw upon the resources of a global, well-maintained network of external specialists and providers as required. This means we can offer you the best possible solutions, which meet requirements in an increasingly complex regulatory environment worldwide.
Note: 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.
How could your financial future look like?
There are often circumstances in life – both expected and unexpected – that can affect our finances in positive and negative ways. While we can’t predict them all, we can use our resources to better understand their impact. Please try out our wealth simulator.Financial impact of life events
From the current situation to a strategy
Our financial and tax experts are available for developing comprehensive strategies for our clients in Switzerland. By using different financial and tax calculators you can also make an initial assessment of your situation with some basic information.Initial assessment of your current situation
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.Contact us