wealth planning.

wealth planning.

Wealth management isn’t just about building a portfolio. We take a holistic, global, yet personalised approach to assessing your needs, which allows us to provide you with long-term, bespoke solutions. 

our wealth planning approach

inheritance.

We help you to ensure a smooth transition of wealth from one generation to the next. From organising lifetime gifts, drafting and implementing your testamentary dispositions, or identifying and implementing the right succession planning vehicle; we ensure that your wealth is structured around your objectives and any legal and tax implications that may arise when passing it on.

financial planning.

We organise your wealth to support your needs and goals, both now and in the future. To this end, we run in-depth wealth diagnostics, including analysing your professional and private projects, in order to manage your liquid assets and measure the growth in your wealth over time.

pension provision.

We advise you on setting up pension provisions which fit with the management of your broader financial assets. By integrating the management of your pension provision with your other assets, we can mitigate your overall tax liability and plan for the long-term.

relocation.

If you’re thinking about moving, we help you identify any personal, legal and tax issues that may arise, so that you can make the most informed decision. If you do decide to relocate, we’ll structure your assets according to the prevailing rules and laws in both jurisdictions of departure and arrival. We’ll also support you with any administrative tasks your move creates.

family business.

As an independent family business, managed by several generations of entrepreneurial bankers, helping other families organise, protect and transmit their wealth is part of our DNA. We offer seminars about various topics specific to family businesses, such as governance, succession and wealth planning.

real estate.

Our experts provide legal and tax advice to support you in optimising the sale or purchase of real estate in Switzerland. Specifically, we examine issues relating to funding, direct or indirect holdings, or dividing ownership.

tax returns.

We prepare your Swiss tax return for submission. We also help clients living in France fill out their monthly tax form in relation to dividend and interest payments (“Prélèvement forfaitaire obligatoire”). We provide you with general information to support you in understanding and anticipating your tax liabilities. 

fiduciary and trust services.

We help you create and administer legal entities (companies, foundations, not-for-profit entities or other structures) and trusts. Our support includes accounting and administrative tasks, organising and running committees and meetings, and liaising with external stakeholders.

philanthropy.

Lombard Odier has a long tradition of supporting individuals, families and charitable foundations in their philanthropic endeavours. We use our extensive global advisory capabilities to work with philanthropists across the charitable spectrum, including those starting their own projects, investing via Lombard Odier’s umbrella foundation Fondation Philanthropia, or via the creation of an autonomous vehicle.  

discover more on philanthropy