The challenge
Your parents have given you a sizeable living inheritance. You are excited and very much appreciate their gift. Knowing how hard they worked for this money and how many sacrifices they have made, it’s extremely important to you that you spend or invest it wisely.
You’re considering using the funds as a nest egg to give your family greater financial security, but you are also thinking about using them to acquire a new home or help you prepare for your retirement, or reinvesting the entire amount. So how do you decide?
Our solution
Our wealth planning specialists are experienced sparring partners and would be delighted to help you explore and assess the many new options that have opened up for you.
Before discussing any details relating to the inheritance, however, they will make sure they fully understand your needs and objectives. Then, drawing on our extensive in-house wealth planning expertise and our external network of dedicated specialists, they will provide you with holistic advice and concrete solutions with the aim of not only preserving the wealth your parents passed on to you, but also growing it for the future.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.