Passing wealth: Julius Baer’s modern approach

As intergenerational wealth transfer tops the agenda for ultra-high-net-worth families, Julius Baer’s Wealth Planning team shares how they integrate legacy conversations into long-term structuring, empower next-gen stewardship, and guide clients toward purpose-driven giving. According to the Julius Baer Family Barometer 2024, 37% of wealth transfer discussions still take place informally,…