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One of the key advantages of working with Julius Baer is the company’s focus on personalization. Each client receives a dedicated private banker who serves as their primary point of contact, providing them with personalized service and expert guidance. Your private banker will work with you to develop a financial plan that takes into account your individual circumstances, including your risk tolerance, investment goals, and financial situation. The company’s team of specialists will also be available to provide expert advice and guidance on specific financial topics, such as tax planning, retirement planning, and estate planning.