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Study on the transfer of family businesses in Switzerland: lack of preparation threatens the family model
media releaseswealth planning
media releaseswealth planning

Study on the transfer of family businesses in Switzerland: lack of preparation threatens the family model

In partnership with media outlets Bilan and Finanz und Wirtschaft, as well as HEG Fribourg, Lombard Odier presents its second major study on Swiss family businesses.
Pillar 2 buybacks: maximising your tax deduction in Switzerland
corporateswitzerland
corporateswitzerlandwealth managementwealth planning

Pillar 2 buybacks: maximising your tax deduction in Switzerland

Find out how to optimise your taxation with the help of Pillar 2 buybacks in Switzerland. Strategies, tax benefits and practical advice for better pension provision.
Mark Goddard, UK CEO at Lombard Odier
In the newsuk
In the newsukentrepreneurswealth managementwealth planning

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

In an interview with TheWealthNet, UK CEO Mark Goddard discusses how Lombard Odier is building a powerful network in the UK to support business owners, foster growth, and shape the future.
Family businesses and wealth: our expert’s advice on transferring successfully to the next generation
corporateentrepreneurs
corporateentrepreneurswealth managementwealth planning

Family businesses and wealth: our expert’s advice on transferring successfully to the next generation

Discover how to prepare for a successful intergenerational transfer of family businesses and wealth, with advice from our expert, Marie-Christine von Pezold.
Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators
In the newsuk
In the newsukwealth planningentrepreneurs

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

Under new UK chief executive Mark Goddard, Lombard Odier is sharpening its proposition for British business owners.
UK inheritance tax reforms: why family governance is key to business succession
In the newsuk
In the newsukentrepreneurswealth managementwealth planning

UK inheritance tax reforms: why family governance is key to business succession

A formalised governance structure can play a critical role in facilitating smooth succession. Our expert, Isobel Holgate, explains why.
Tax in Switzerland: what’s changing in 2025
corporateswitzerland
corporateswitzerlandwealth planningwealth management

Tax in Switzerland: what’s changing in 2025

Discover the key tax changes in Switzerland in 2025: from the inheritance initiative and ‘rental value’ rules, to lump-sum withdrawals and more. 
How to optimise family offices and strengthen family governance in a fast-moving world
corporatewealth management
corporatewealth managementwealth planningUHNWI

How to optimise family offices and strengthen family governance in a fast-moving world

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