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DirectoryFinance & InsuranceFinancial ServicesZurichJulius Bär Family Office & Trust AG
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Julius Bär Family Office & Trust AG

Summary

About the company

The company's purpose is to operate a family office and provide all services of a trustee within the meaning of Art. 17 para. 2 FINIG. In particular, it provides services in the areas of consulting, establishment and management of companies, foundations and trusts in Switzerland and abroad, as well as related economic, financial, legal and tax consulting and administrative services to individuals in Switzerland and abroad. The company may establish branches and representations in Switzerland and abroad, as well as found, participate in and take over the management of financial companies and other companies of any kind. The company is authorized to acquire, encumber and sell real estate and building rights in Switzerland and abroad. Furthermore, the company may carry out all administrative, financial and commercial operations directly or indirectly related to the aforementioned purpose. The company is part of a group and may also promote the interests of the parent company and/or other group companies. In addition, the company may provide financing of any kind for its own account or for the account of third parties and/or take advantage of such financing, in particular by entering into loan or security transactions with or for direct or indirect parent, subsidiary and other group companies, even if such financing and security transactions are in the exclusive interest of these parent, subsidiary and other group companies. The company may also provide management services to parent, subsidiary or other group companies.

Commercial register, canton of ZH·As of May 28, 2026View on Zefix
Offering

Products & services

Industry:Financial Services
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Family Office Services
Family office services for wealthy families, including planning, coordination and support across wealth-related matters.

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Location

Bahnhofstrasse 36
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-103.755.868
Founded
1986 · 40 years
Last commercial register change
May 28, 2026
Employees
21 to 50

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