Succession made simple
1:22
YouTubeJulius Baer
Succession made simple
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 ...
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Succession: Highlights and popular quotes
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👉 L'impôt sur la succession est souvent le plus douloureux... car il est évitable ! En anticipant via des donations tous les 15 ans, l'assurance-vie ou le démembrement de propriété, tu peux transmettre un patrimoine colossal à tes enfants sans donner un centime au fisc. On voit ensemble les leviers légaux pour protéger ton héritage. Les performances passées ne préjugent pas des performances futures. Ceci n'est pas un conseil financier, ce contenu est à but éducatif. Investir comporte des risque
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👉 L'impôt sur la succession est souvent le plus douloureux... car il est évitable ! En anticipant via des donations tous les 15 ans, l'assurance-vie ou le démembrement de propriété, tu peux transmettre un patrimoine colossal à tes enfants sans donner un centime au fisc. On voit ensemble les leviers légaux pour protéger ton héritage. Les performances passées ne préjugent pas des performances futures. Ceci n'est pas un conseil financier, ce contenu est à but éducatif. Investir comporte des risque
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