Julius Baer Private Bank

Julius Baer is a pure-play private bank with over 130 years of history serving high and ultra-high net worth individuals and their families. Unlike universal banks that divide attention across retail, corporate, and institutional mandates, Julius Baer's entire business is oriented around wealth management. For Indian clients specifically, the bank positions itself as the largest foreign wealth manager in India, with booking centres in Hong Kong and Singapore and offices in Mumbai, offering cross-border structuring capabilities that domestic banks typically cannot match.

The family office services offering is built around a bespoke engagement model rather than a product catalogue. When a family engages, a dedicated family office services team works alongside the client's relationship manager to develop a structured roadmap covering:

• Family governance frameworks and constitutions
• Succession planning including inheritance, wills, and marriage contracts
• Wealth structuring across jurisdictions for geographically dispersed families
• Philanthropy strategy and implementation
• Liquidity planning and financial planning across generations

Julius Baer can also act as a supplement to an existing family office, filling expertise gaps or serving as a professional counterpart when the internal team is evaluating options. This positions the bank as a potential co-pilot rather than a replacement for families that already have operational infrastructure in place.

The service is relationship-manager-led, which means quality of experience is tied to individual personnel rather than a standardised platform. Pricing is not publicly disclosed, and the depth of service available will vary depending on client domicile and the specific Julius Baer legal entity engaged. Families seeking a technology-first consolidated reporting or portfolio analytics capability will need to look elsewhere, as no such platform is described on the site.

• Multi-generational wealth planning and preservation
• Family governance framework and constitution development
• Succession planning including wills and inheritance structures
• Wealth structuring across jurisdictions
• Philanthropy strategy and implementation
• Complementing or supplementing existing family office operations

• Family roadmap development covering current and future family needs
• Family governance and communication platforms
• Access to network of dedicated internal and external family office experts
• Family constitution and mission statement development
• Succession planning covering inheritance, marriage contracts, and wills
• Relocation advisory including immigration, school systems, and property markets
• Liquidity planning services
• Philanthropy planning and implementation
• Structured products and private markets investment access
• Regular strategy review and roadmap adjustment process

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated relationship manager with access to internal family office services team and external professional network.

Initial consultation to assess family complexity and needs, followed by bespoke roadmap development and implementation through internal and external experts.