insights.

Discover how to prepare for a successful intergenerational transfer of family businesses and wealth, with advice from our expert, Marie-Christine von Pezold.

A formalised governance structure can play a critical role in facilitating smooth succession. Our expert, Isobel Holgate, explains why.

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

Discover why private assets represent a strategic tool to diversify portfolios, access the real economy and capture growth in a changing world.

In this interview, Iván Basa explains how Lombard Odier is consolidating its presence in Spain with a model based on tailored services, responsible investment and wealth planning.

What trends are family offices experiencing today? Our experts outline the challenges facing wealthy families, and offer advice for multi-generational success.

In the face of geopolitical fragmentation and the slowdown in the US, Europe must reset its priorities. What are the implications for investors? A look back at our most recent Rethink Perspectives event.

Tax reforms, cybersecurity and business succession: what challenges do Swiss entrepreneurs from the Canton of Vaud face in 2025? We take stock of the situation and consider the obstacles ahead.