Julius Baer Family Office
Julius Baer Family Office is a multi-family office headquartered in São Paulo, Brazil. Founded in 2010, it stems from the Swiss private banking heritage of Julius Baer Group, whose roots date to 1890.
Julius Baer Family Office
Julius Baer Family Office is a multi-family office headquartered in São Paulo, Brazil. Founded in 2010, it stems from the Swiss private banking heritage of Julius Baer Group, whose roots date to 1890. The firm advises Brazilian and international entrepreneurial families on wealth preservation, investment strategy, succession, and global structuring across public and private markets.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
—
Location
Region
South America
Country
—
City
Sao Paulo
Corporate office
Avenida Brigadeiro Faria Lima, 4285 10º e 11° andar
Frequently asked questions
What is Julius Baer Family Office?
Julius Baer Family Office is a multi family office headquartered in Sao Paulo.
When was Julius Baer Family Office founded?
Julius Baer Family Office was founded in 2016.
Where is Julius Baer Family Office headquartered?
Julius Baer Family Office is headquartered in Sao Paulo, in the South America region.
What does Altss track for Julius Baer Family Office?
Altss maintains an OSINT-verified profile of Julius Baer Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Julius Baer Family Office's website?
Julius Baer Family Office's public website is www.juliusbaerfamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Julius Baer Family Office?
Julius Baer Family Office is classified by Altss as a Multi Family Office within the South America region.
How does Altss source intelligence on Julius Baer Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Julius Baer Family Office?
Julius Baer Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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