Keeping a watchful eye: Wealth and tax planning with Julius Baer
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Your wealth, your future
The relationship managers 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. |
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| 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.
Contact us