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      entrepreneurs: bespoke wealth management.

      entrepreneurs: bespoke wealth management.

      entrepreneurs: bespoke wealth management.

      Whether you’re a founder, manager or are selling your business: we structure and preserve your private wealth at every stage of your business journey.

      let's talk
      our mission
      our mission·profiles···private assets ·investment solutions·····insights·our expertise···FAQ·contact

      our mission: to support you in planning and managing your private wealth, whatever your stage of business development.

      Your business and wealth journey is unique. That is why our approach is personalised and proactive, built on respect and trust, and grounded in over 225 years of expertise. Whether you have recently founded a start-up or are about to sell your business, Lombard Odier can help with all aspects of managing your private wealth:

      • Protecting and growing your wealth for the long term
      • Planning your retirement
      • Selling or transferring your business
      • Optimising the fiscal impact on your wealth
      • Protecting your family
      • Preparing for future projects 

      At Lombard Odier, we take a holistic view of your circumstances, taking into account both your business and private assets, as well as your personal and family situation, your values, ambitions and life goals. Centuries of experience has taught us that a personalised, integrated approach is essential for optimising your asset and investment structuring, and creating new avenues of value. 

      With a network of over 25 offices spanning the globe, our experts have deep cross-border expertise, and are on hand to work closely with your advisors. Thanks to our monitoring and reporting tools, you have a consolidated overview of your assets so you can monitor your wealth as rigorously as your business.

      Entrepreneurs: it is never too early to start organising your private wealth

      In the development phase, your priority is to grow your business. But by structuring your personal wealth early on, you can put your future on a secure footing, protect your loved ones, and prepare for your life projects.

       

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      Common errors to avoid:

      • Insufficient investment diversification
      • Failure to plan wealth and protect loved ones
      • Mixing personal and business finances 
         

      Our expertise in building and protecting your future:

      • Effective separation of your private and business assets
      • Tailored wealth assessment and financial guidance through our Your Wealth Outlook tool
      • Optimised asset structuring for a stable wealth foundation and tax efficiency
      • Diversified and long-term investment strategies aligned with your risk profile and values
      • Planning for the unexpected and protecting your loved ones
         

      Our approach: proactive, not reactive

       

      Optimise investment
      growth

      Minimise your
      financial risks

      Protect your family
      and loved ones

      Invest according
      to your values

      let's talk

      Manage your wealth as you manage your business

      For entrepreneurs, a single-minded focus on their business often leaves private wealth unstructured, with most assets (re)invested in the business. However, it is essential to manage your wealth as strategically as you manage your business. 

      As your business develops and private wealth grows, key challenges emerge: structuring your personal wealth for an optimal tax position, putting your future on a secure footing, maintaining your lifestyle, and preparing for retirement or business succession. It is never too early to organise your private wealth strategically and to put your future, and that of your loved ones, on a secure footing. 
       

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      Our expertise in building and protecting your future:

      • Tax-effective management: planning, structuring and optimising your overall wealth (private and business, including surplus liquidity and pension/retirement savings) 
      • Tailored and diversified investment strategies, including private assets
      • Multi-portfolio management aligned to your short-, medium- and long-term objectives with our Your Wealth Outlook tool
      • Robust wealth planning: financial planning, pension provision, retirement, transfer of residence, succession, sale or transfer of business, family governance


      Our approach: integrated solutions to manage your wealth in a clear, strategic and optimised way 

       

      Optimise your
      estate structure

      Plan your future
      (lifestyle, retirement,
      succession, new projects)

      Employ prudent
      investment diversification

      Protect your
      family and loved ones

      Transferring your business and writing a new chapter of your life with peace of mind

      Passing on your business is always significant – you are turning an important page in your life as an entrepreneur. After years of work and dedication, it is essential to protect what you have built, to grow the accumulated capital, and lay the foundations for your next project – whether it’s professional or personal. 

      At Lombard Odier, we will accompany you in this strategic transition with the same high standards that guided your entrepreneurial journey: preparing the transfer, protecting the fruits of your work and helping you organise your future projects.

      Through your banker, you have direct access to our investment and wealth planning experts – a dedicated team that can also work closely with your advisors.
       

      Key questions at this crucial stage of your entrepreneurial journey:

      Taxation and structuring your wealth

      Have I planned adequately for the tax and wealth implications of the sale? Is my private wealth optimally structured for the change?

      Capital preservation and transmission

      How can I preserve and grow my wealth after the sale? Is the next generation ready to take over the business? How can I ensure my family are financially protected?

      Life projects and mobility

      What are my new life objectives and how can I achieve them with peace of mind? Will I continue to live where I am or move abroad? Am I prepared for the emotional impact of this landmark moment?


      Our personalised expertise in preparing the transfer and protecting your future

      • Effective tax management: overall wealth strategy and structuring with a multi-jurisdictional and multi-generational approach
      • Tailored and diversified investment strategies, including private assets
      • Succession planning
      • Financial planning, retirement, maintenance of lifestyle
      • Transfer of residence, support from more than 25 offices across the world
      • Advice on family governance
      • Advice on philanthropy (creating or managing your own foundation or using our umbrella foundation)


      Our approach: tailor-made expertise to plan and structure each stage of the transition 
       

      A stable and solid
      private bank

      Forward-thinking
      wealth and tax planning

      A diversified, prudent
      and robust investment strategy

      Access to
      experienced financial experts

      let's talk

      private assets — investing in the heart of the real economy.

      Investing in the real economy through private assets—such as private equity, private debt, real estate, and infrastructure—offers access to unique opportunities, and can enhance long-term performance, and reduce correlation with public markets.
       

      locom/landing/entrepreneur/PrivateAssets_ArticleLOcom


      Key advantages include:

      • Access to segments of the economy that are typically out of reach
      • Diversification, leading to potentially improved overall portfolio performance
      • Potential for superior long-term returns (illiquidity premium)
      • Lower volatility, as these assets are not traded on public markets

      Private asset investments are designed for investors who are comfortable committing capital over several years and accepting limited liquidity.

      At Lombard Odier, alongside our proprietary investment solutions, we partner with some of the market’s leading managers and conduct rigorous due diligence to identify the most compelling opportunities.

      insights.

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

      Business owners face new risks around tax, cyberattacks and succession planning in 2025
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      Business owners face new risks around tax, cyberattacks and succession planning in 2025

      Predicting the flame: how AI is reshaping our response to wildfires
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      Predicting the flame: how AI is reshaping our response to wildfires

      From nature to future: how Bloom Biorenewables is turning plants into the building blocks of tomorrow’s products
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      From nature to future: how Bloom Biorenewables is turning plants into the building blocks of tomorrow’s products

      Out of thin air: how Twelve is closing the carbon loop by turning emissions into products
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      Out of thin air: how Twelve is closing the carbon loop by turning emissions into products

      From geopolitics to AI – entrepreneurs and family businesses rethink a changing world at LO Generations 2024
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      From geopolitics to AI – entrepreneurs and family businesses rethink a changing world at LO Generations 2024

      Record cocoa prices and the unfair chocolate value chain – meet the entrepreneurs working to change things
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      FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs
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      FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

      7 things to consider before selling your startup
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      management that creates value: a personal, flexible and transparent relationship for entrepreneurs. 

       

      Dedicated private banker

      A reliable partner to assist you on a daily basis with direct access to our investment and wealth management experts.

      A tailor-made, coordinated and comprehensive approach to your wealth 

      Personal and professional circumstances: we analyse your situation in its totality and structure your assets in the best possible way (real estate, financing, pension provision, retirement, succession or business transfer).

      Tax-efficient management

      We integrate the tax aspects to mitigate capital erosion risks.

      A wealth assessment and portfolio management tool for the long term

      With our Your Wealth Outlook tool we are able to undertake a full assessment of your assets, simulate various investment scenarios and design several portfolios that align with your life goals over the short, medium and long term.

      Integrated technological platform 

      You will benefit from a consolidated view of your financial assets; access to the markets and our experts’ analyses; reporting that assists your tax procedures; and real-time dialogue with your banker.

      From entrepreneur to entrepreneur

      We place our business experience and a dedicated network at your disposal and can act as a sparring partner in structured financing, guarantees, MLBOs, LBOs or IBOs. 

      FAQ.

      your most frequently asked questions.

    • Lombard Odier understands the challenges facing entrepreneurs: concentration of risk, asset complexity, business succession, etc. Thanks to a holistic approach, we provide tailor-made solutions to structure, protect and grow the estates of entrepreneurs, often closely linked with the business.

    • Whether it be in the phase of founding, developing or transferring your business, Lombard Odier is by your side at each stage. We offer you personalised advice on liquidity, taxation, business transfer and diversification, with a long-term vision that combines performance and continuity.

    • We offer comprehensive support including succession planning, tax optimisation, surplus cash management, asset structuring (holding companies, trusts, etc.) and sustainable investment. Our objective: to ease the burden on entrepreneurs so they can focus on creating wealth. 

      • why us.

      +200

      investment professionals 

      +25

      offices globally

      +220

      years

      At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

      At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.
      la maison.

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