An evaluation of your financial situation in the various phases of your life going forward not only requires comprehensive background knowledge of your future needs but also a general understanding of all processes and the interplay between individual key influencing factors.
Range of services
This is why Julius Baer adopts a multi-stage approach to financial planning that includes the following elements:
- Analysis of all financial and non-financial assets and liabilities
- Analysis of income and expenditure
- Analysis of pension and insurance situation
- Defining personal and financial goals and needs
- Developing a personal strategy and suitable measures in connection with implementing it
- Implementation of all necessary measures
- Continual monitoring of personal goal attainment
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.