Philanthropy advisory services
The options for philanthropic engagement have multiplied in recent years. Thanks to its long-standing experience in wealth management and philanthropy, Lombard Odier can help you make the best choices in light of your own particular aspirations and financial situation.
Allocating money to good causes, just like any other asset allocation, calls for professional analysis, management, and monitoring. Furthermore, our Firm offers a variety of ways to increase the impact of individual donations and to minimize related costs.
Philanthropic engagement can take many forms, from an occasional donation to a regular contribution, from a general donation via an organization to earmarked support for a specific project. Our philanthropic experts work closely with our investment and legal and tax specialists to draw up the most appropriate solution.
Philanthropic engagement can take many forms, from an occasional donation to a regular contribution, from a general donation via an organization to earmarked support for a specific project. Our philanthropic experts work closely with our investment and legal and tax specialists to draw up the most appropriate solution.
And finally, an exclusive Lombard Odier umbrella foundation, Fondation Philanthropia, is also available to help you bring your charitable aspirations to fruition in a simple and straightforward way.
Our Firm has therefore the expertise, specialists and tools required to support you throughout your philanthropic journey, so your generosity can contribute to other people’s happiness – as well as your own.
