More than ever, values are influencing how families approach succession.

Today's inheritors align wealth management with purpose, not just long-term returns. In Julius Baer's partnership with the Financial Times Commercial Department, our experts explore how to make the most of tomorrow. Read more about values-driven legacies here.

Key take-aways:

'Some heirs don't even want to know the amount they are going to inherit. They tell me, 'I don't need it. The purpose of life is not in material things',' says Caroline Piraud, Head of Philanthropy.

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Families often over-invest in legal frameworks and under-invest in human capital.

Caroline Piraud, Head of Philanthropy, Julius Baer

(C) 2026 Electronic News Publishing, source ENP Newswire