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. We have developed a personalised approach that allows you to manage your assets in a holistic, structured, efficient way, by integrating your private portfolio with your company’s pension and assets fund.
We are aligned with the interests of our clients.
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.
Watch the video below or register for one of our upcoming events to find out more.
Sign up now for our upcoming event
Would like you to hear from our experts? Subscribe to our event to listen to our wealth planners explain our unique approach for entrepreneurs and to answer your questions during our Expertise Roundtable.
Tuesday, 19 November 2019
17:45 hrs, Zurich
