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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.
Investing in luxury assets: watches, wine and real estate for passion, prestige and portfolio diversification
corporatewealth planning
corporatewealth planningukUHNWI

Investing in luxury assets: watches, wine and real estate for passion, prestige and portfolio diversification

Luxury assets like wine and watches are moving from collector’s cabinet to portfolios. We explore what’s driving HNWI interest – and the planning needed behind the passion.
Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide
corporateuk
corporateukwealth planning

Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide

The UK’s transition from the Non-Dom regime to FIG introduces significant tax reforms for HNWIs, necessitating careful planning and compliance. Hear more from our experts.
How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller
In the newswealth planning
In the newswealth planningentrepreneursswitzerland

How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller

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.
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