Wealth planning

Life is full of uncertainty, and your needs and aspirations may change over time. That is why a clear, comprehensive financial strategy is essential for accomplishing your goals in the short, medium, and long terms.

Our wealth planning experts are here to assist you in growing, preserving, and transferring on your wealth to future generations. With their advice and access to our global network of experts, you will have complete support in all aspects of wealth planning. We are dedicated to helping you navigate through every stage of life.

Our wealth planning services include

Wealth structuring

Setting up the right wealth structures for your family’s wealth.

Succession

Transferring your wealth to those you wish to benefit from it.

Financial planning

Comprehensive long-term planning aimed at supporting you in achieving your financial goals.

Philanthropy

Leaving your mark and creating value with a purpose.

Why opt for wealth planning services?

Achieve your financial goals

Take control of your financial situation with a comprehensive long-term plan.

Plan for future generations

Global families often have complex needs, making expert advice and thorough planning especially important.

Wealth structuring

Structure your family wealth to ensure it is managed as effectively as possible.

How does it work?

Wealth planning requires a holistic approach. Your relationship manager will ensure they have a thorough understanding of your current personal and financial situation, including your family and business interests.

Thereafter, they will collaborate with our internal experts within the Julius Baer global wealth planning team and, if appropriate, our extensive network of external professionals to develop and implement a long-term strategy tailored just for you.

Your relationship manager will regularly review your plan with you to determine if your needs or goals have shifted. If changes arise, they will discuss them with you and make the necessary adjustments, involving our wealth planning specialists when needed.

What sets us apart

Our skilled network

We have highly experienced teams of in-house wealth planning specialists at Julius Baer, along with a network of external experts located in key markets around the world, including Siam Commercial Bank in Thailand.

Our deep understanding

Both Julius Baer and Siam Commercial Bank have roots as family businesses and entrepreneurial ventures, uniquely positioning us to partner with families across generations.

Explore your life goals

Succession

I would like to transition my wealth to the next generation.

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Retirement

I would like to preserve my wealth.

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Wealth and accumulation

I would like to accumulate wealth by accessing international investment opportunities.

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