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.

Patrick Odier, Senior Managing Partner, Lombard Odier Group

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.

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

Book now your seat for the upcoming event

Sign up.

Watch the video below to find out more.

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