Planning for subsequent generations testifies to true farsightedness and responsibility, but is also a highly demanding task.
Range of services
Julius Baer can provide an array of services to help you with this task:
- Asset and estate planning in line with Swiss and foreign law (including questions of inheritance tax and matrimonial property law) calling in experienced local specialists
- Setting up and managing foreign trusts (trust companies of the Julius Baer Group in Guernsey, Grand Cayman, New Zealand and Bahamas)
- Establishing Swiss and foreign foundations as well as offshore companies
- Ensuring continuity in the management of your assets
We are here for you
Would you like more information, or can we assist you personally? Talk to your Julius Baer relationship manager. We look forward to hearing from you.