insights.

Discover the key tax changes in Switzerland in 2025: from the inheritance initiative and ‘rental value’ rules, to lump-sum withdrawals and more. 

Sabine Heller and Nannette Hechler-Fayd’herbe tell finews.first why entrepreneurs should avoid viewing their retirement planning in isolation from the rest of their wealth.

Discover how to make your business transfer in Switzerland a success. Legal, tax, financial and emotional factors all play a role. Experts share key strategies, real life insights and actionable steps to future-proof transactions.

Preparing for your retirement is not just a matter of calculating your pension and setting a departure date: a strategic approach is needed. This transition, often an international one, affects a range of issues: personal, professional, wealth and tax. Is your wealth aligned with this next chapter?

Lombard Odier has appointed Stéphane Python as Local Managing Director of its office in Fribourg. Effective from 1 January 2025, the appointment forms part of a generational handover in keeping with the Group’s tradition of business continuity. Didier Muller, will hold his position as the Head of the Fribourg office until the end of December, and will remain with Lombard Odier and continue to serve clients in the years to come.

For entrepreneurs, passing on or selling their business is a challenge. This unavoidable rite of passage becomes all the more emotional when the business is a family one.

Entrepreneurs often underestimate the opportunities that a well-designed pension strategy can offer. Yet it is crucial to optimising their wealth and tax situation, providing better protection for their loved ones and boosting employee loyalty.

Lombard Odier teamed up with Bilan magazine and HEG Fribourg to conduct an in-depth study of 245 family businesses in French-speaking Switzerland. The study addresses several themes, such as business transmission and succession, the evolution of corporate culture, performance and innovation.