In partnership with Cornell University, Julius Baer is launching a wealth planning training program for clients in Asia.
Julius Baer launches a wealth planning certificate program in Asia, according to a statement, issued jointly with Cornell University as well as accounting and consulting firm RSM Hong Kong.
According to the bank, the program is the «first-of-its-kind offered by a wealth manager in Asia».
«During our numerous interactions with our clients, we found that they have a deep desire to go through a more rigorous training program tailored to their wealth transfer needs in addition to some of the existing short-term programs that are common in the industry today,» said head of wealth and tax planning Asia Eleanor Yuen.
Wealth Planning Program
The program includes multidisciplinary training on topics such as understanding and navigating family dynamics, the importance of building trust among family members, why family governance is critical, how to build high-performance teams and succession planning.
Participants will complete 14 online modules and graduate with a certificate of completion from Cornell University’s SC Johnson College of Business Smith Family Business Initiative and Julius Baer. According to the bank, this certificate is «on par with top graduate programs on wealth planning».
The program commences in April 2023 with expected completion in January 2024.
