1. Destaques

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    2. 2 de Maio, às 15h em Lisboa
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        Sessão de Esclarecimento: Protecção de Dados: Onde Estamos? Principais... [+]
    3. 3 de Maio às 10h, em Leiria
      03-05-2018
        O Workshop "Planeamento da Sucessão nas Empresas Familiares" irá ter... [+]
    4. O que (não) é e como desenvolver
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    5. "O regime do IVA nas operações imobiliárias"
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      O regime do IVA nas operações imobiliárias sempre colocou desafios e dificuldades aos... [+]
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  2. Como podemos ajudá-lo?

    A Associação existe para ajudar as EFs a melhorar a sua gestão e alargar o seu universo de conhecimento.

    Temos a informação e o serviço que precisa.

    Coloque-nos as suas questões ou solicite uma reunião. E-mail

  3. Familyshare

     

     

     

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    A Associação tem, entre os seus Associados Assistentes, Instituições Bancárias ( nacionais e Internacionais).

    Estão disponíveis para trabalhar com os nossos Associados, em qualquer ponto do país e também no estrangeiro.

    Visite as suas páginas dedicadas e solicite uma reunião. Ou contacte-nos, indicando 2 ou 3 datas/horas/local para a Associação organizar a reunião E-mail

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    Descrição

    Julius Baer Private Banking

    Julius Baer is the international reference in pure private banking, based on a solid Swiss heritage

    Julius Baer: A bank you can rely on

    Trust lies at the foundation of every good partnership. In the 1890s, when Julius Baer founded the Bank by his own name, he said: “If contact between people is based on trust and absolute integrity, then it is of benefit for both sides.” Now, 125 years later, the name Julius Baer remains synonymous with trust and absolute integrity. Today, Julius Baer’s philosophy is continually reflected by serving clients with the highest standards of quality and expertise in the field of private banking.

    In choosing Julius Baer as your wealth management partner, you can rely upon the same core principles from which Julius Baer was founded. You will be at the centre of every business decision, and your wealth will be managed with the upmost dedication and expertise. This is what makes Julius Baer the leading Swiss private banking group today. 

    Establishing a relationship for the long-term

    One of the main reasons that Julius Baer can look back upon its history with such pride comes from the satisfaction of clients who have put their trust in Julius Baer throughout all of these years. Julius Baer has accompanied many families over generations, and when you establish a new relationship with Julius Baer, it is our intention to also build a lasting relationship with you through the long-term.

    Offering a wide range of financial services and investment advice

    Private banking is a dynamic process, as your circumstances and needs can change over time. Through established expertise, networks, tools and solutions, Julius Baer is able to provide you an array of wealth management options to manage your wealth.

    Through personal contact, Julius Baer experts aim to understand your individual financial situation as well as your personal and financial goals. This way, our expert knowledge and expertise support you towards meeting your specific requirements.

    In addition, Julius Baer is committed to keeping you informed on the latest events in the financial markets. Julius Baer’s research team provides advice and solutions that enable you to react quickly to changing events so that you can build and protect your wealth.

    Welcome to Julius Baer's world of private banking. We look forward to serving you. 

    https://www.juliusbaer.com/global/en/home/

     

    Coloque-nos as suas questões ou solicite uma reunião : 
    Secretária Geral: Dra. Marina de Sá Borges - marina.sa.borges@empresasfamiliares.pt
    Project Manager: Dra. Luisa Fezas Vital - luisa.fezasvital@empresasfamiliares.pt
    Tel: +351 21 346 60 88
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