SCB Julius Baer and Baker McKenzie distinguish themselves in wealth management with a new Wealth Planning Series that uniquely brings together both current and next generation within families. Unlike typical events focused on either today’s leaders or future heirs, this series aims to foster connection and collaboration across generations. Built on a foundation of trust since SCB Julius Baer’s 2018 inception, the series offers an advisory-based approach that values and incorporates all family members’ perspectives.

The inaugural session at Baker McKenzie’s new offices hosted 17 select families, encouraging open dialogue and joint planning - praised for promoting both succession and shared understanding. This success reflects the firms’ client-centric philosophy and dedication to navigating the challenges of the “Great Wealth Transfer,” particularly relevant to Asia’s, and Thailand’s, financial evolution.

Adrian Mazenauer, Chief Executive Officer, SCB Julius Baer stressed that generational wealth planning must be actionable, not just aspirational, highlighting that sustainable wealth management focuses on planning and structure, not just investments.

The first session covered inheritance laws, succession, account structures, and international wealth management. It opened with Nitikan Ramanat , Partner (Tax & Wealth Management), Baker McKenzie Thailand, 's presentation on “Multi Jurisdictional Succession Planning,” followed by a practical panel discussion featuring Suksawat Watewai (Partner, Dispute Resolution, Baker McKenzie Thailand); Enoch Wan (Lawyer, Baker McKenzie Singapore); Urs Brudermann (Group Head, Southeast Asia/Thailand, Julius Baer); and Darianne Lee (Executive Director, Wealth Planning Advisor, Julius Baer). Moderated by Veerasin Nguiakaramahawong (Lawyer, Baker McKenzie Thailand), the panel highlighted account structures, onshore and offshore wills, conflicts of law, and banking processes.

Future sessions will address advanced issues, including complex family dynamics and sophisticated structuring. The Series stands out for its cross-generational approach and ongoing partnership opportunities with SCB Julius Baer and Baker McKenzie. Participants valued the private, collaborative setting to network with peers and experts facing similar challenges. As the series progresses, both firms remain dedicated to supporting families with advisory-driven guidance, bridging generations, and building lasting relationships.