"SCB Julius Baer" organizes exclusive "Building Your Family Legacy" seminar, partnering clients to deepen their wealth planning knowledge

Tuesday 24 January 2023 09:58
SCB-Julius Baer Securities Co., Ltd. (SCB Julius Baer) recently held an exclusive seminar on "Building Your Family Legacy" as part of its SCB Julius Baer Advisory Series. The seminar is focused on helping individuals and families plan for the future by ensuring that their wealth and assets are passed on to future generations in the most efficient and effective manner possible.
SCB Julius Baer organizes exclusive Building Your Family Legacy seminar, partnering clients to deepen their wealth planning knowledge

The event featured international investment professionals from Bank Julius Baer and Mercer Pte. Ltd. who shared their knowledge and experiences on all aspects of the wealth transfer process, including planning the management of a family office, understanding inheritance tax, and managing risks with practical life insurance.

SCB Julius Baer is committed to growing its wealth management business in Thailand and in providing clients with best-in-class global wealth management solutions aligned to the expertise of leading Swiss private bank, Bank Julius Baer. Also present at the event was Mr. Adrian Mazenauer, Head of Wealth Management of SCB-Julius Baer Securities Co., Ltd. and Dr. Sathit Pongthanya, First Senior Vice President of Estate Planning and Family Office, Siam Commercial Bank.

Source: SCB-Julius Baer Securities