Nachfolgeplanung und Vermögensübertragung, Steuern, Wachstums- und Entwicklungsmöglichkeiten, Governance der Familie sowie politische Unsicherheiten. This is the Julius Bär family barometer of the young Julius Bär on the theme, which gave birth to the best-known family.

What themes are the active family looking for? This page is this one Julius Bär family barometer nachgegangen. The Bank has dazu 1800 internal and external experts from around the world, with its Kunden (UHNW) colleagues and families working and serving. Am Montag ist die Ausgabe 2024 erschienen, die zusammen mit dem Unternehmensberater PwC Schweiz erstellt worden ist.

Best tips, advice and other answers from the next generation, as well as birth planning and a special family theme, will definitely be on the priority list. The proposals are not linked to strategic discussions on business administration. 48 Prozent werden kaum et 6 Prozent gar nicht beteiligt.

Die Hälfte spricht nicht über das Geld

Auch Diskussionen über Vermögensübertragungen werden werden often nicht geführt, aus Sorge vor familiären Konflikten (46 percent), although the man is not at the stopping time (22 percent), or it is a question of a Wissen mangelt (13 percent).

Employees need to pay more attention to discussions about administrative services in the future, but it is better to take advantage of the tasks they have to offer. And you employ the continuing education of a professional firm and an in-depth school of the generation generated, a research project on learning possibilities.

Professional governance is often in Schein

The best offer is the most interesting themes on place 2 of the priority list, which contains one of the most family themes, including holiday homes and exchange programs for individuals and families. Auch hier empfehlen die Verfasser Ausbildung (diesmal der empfangenden Generation) in Sachen Vermögensverwaltung und den Einbezug von externalen Beratern. Damit könne the Riskiko reduziert werden, the Vermögen nach einer Generation verschwunden sei.

At Platz 4 you will find the Familienführung. We are two rapporteurs for high-level governance and aufweise professionalization. But de facto, the abhängigkeit of informal Rahmenbedingungen hoch, stellen die Autoren nüchtern fest.

The policy is respected by the family

And as in the case of the normal interest rate, the time has come to the family barometer for unexpected political hours on a front place in the list of Sorgens. Konkret is one of the people, where polarization, new geopolitics and fragmented global society have already been created.

The territories occupied by the three regions of Europe, Asia and the East are separated, so the geographical subsoils are also located in the strategic vision zone.