From one entrepreneur to another
A three-step efficient, holistic approach to your assets
Whether you are a business owner, like many of our clients, at some point you have probably said to yourself:
- I pay a lot of tax. How could I optimise my taxation?
- How can I preserve and grow my wealth?
- At what age could I retire? How much would I have to live on?
- How can I prepare to pass on my business?
- How can I make sure my loved ones will be safe if the worst happens?
As a family business, Lombard Odier has always had a special relationship with entrepreneurs and supported them for several generations.
Holistic asset management
An effective and efficient three-step model
Tailored products and deep added-value
Overview of all your assets
Cutting-edge technology
Structured personal wealth, professional and pension assets
Expertise: Best Swiss private bank for wealth management (WealthBriefing Swiss Awards 2018, 2019)
We’re entrepreneurs too – we understand you. Let's talk.
Our approach has proven its worth. Our simulations show that a truly holistic approach can significantly improve returns on your net assets over the long term.