Family Office by Julius Baer is the specialized family office service of the Swiss private banking group, Julius Baer, which was founded in 1890. This service is designed to address the complex needs of very wealthy families, often spanning multiple generations and jurisdictions. Its mission is to preserve and grow substantial family fortunes by providing comprehensive oversight, strategic advice, and consolidated reporting across all family assets, whether they are managed by Julius Baer or other institutions. The service extends beyond traditional investment management to include wealth structuring, succession planning, family governance, and philanthropic advisory.

Founded in

Brazil