Succession made simple

Julius Baer · Beginner ·🚀 Entrepreneurship & Startups ·2mo ago

About this lesson

Curious to see how Julius Baer's experts handle succession and family wealth? In this case study, Senior Client Partner Jacqueline Dong explains how one client family was guided through a complicated global process. What aspect of succession is most important to you? Let us know in the comments. Read more about succession planning here: https://ow.ly/59SV50YCh1B #WealthTransfer #Succession Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - LinkedIn: https://ch.linkedin.com/company/julius-baer - Instagram: https://www.instagram.com/bankjuliusbaer/?hl=en About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.

Original Description

Curious to see how Julius Baer's experts handle succession and family wealth? In this case study, Senior Client Partner Jacqueline Dong explains how one client family was guided through a complicated global process. What aspect of succession is most important to you? Let us know in the comments. Read more about succession planning here: https://ow.ly/59SV50YCh1B #WealthTransfer #Succession Follow Julius Baer: - Corporate Website: https://www.juliusbaer.com - LinkedIn: https://ch.linkedin.com/company/julius-baer - Instagram: https://www.instagram.com/bankjuliusbaer/?hl=en About Julius Baer Julius Baer is the international reference in wealth management, based on a solid Swiss heritage. The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.

Watch on YouTube ↗ (saves to browser)

Sign in to unlock AI tutor explanation · ⚡30

Related Reads

IVS: The Conference at the Heart of Japan’s Startup Ecosystem

Discover the significance of IVS, a conference at the heart of Japan's startup ecosystem, and its impact on the country's entrepreneurial landscape

Medium · Startup

Before You Build Your Startup, Build This Instead.

Learn how to create a simple Blueprint to avoid building the wrong product and save months of wasted time in your startup

Medium · Startup

india’s specialty chemicals market goes beyond factories

India's specialty chemicals market is shifting from ownership to orchestration, enabling more efficient manufacturing processes

Medium · Startup

Startups Just Raised $510 Billion in Six Months. The AI Gold Rush Has Its First Real Number.

Startups raised $510 billion in six months, driven by the AI gold rush, and understanding this number reveals trends in venture capital and startup growth

Medium · Startup

Watch this before applying for jobs as a developer.