“lump sum” tax payers.

    As a foreign resident in Switzerland, some of your wealth is held abroad. You need a reliable partner with tax expertise across multiple jurisdictions and the flexibility to offer you a global service.

    At Lombard Odier, we are experts in cross-border management and pay close attention to international risks and preserving performance in a global context. We offer you a complete range of services around tax-optimised wealth planning and discretionary portfolio management or advisory portfolio mandates.

    We can provide you with an annual assessment of your situation, in order to gauge whether you have selected the appropriate tax regime and provide you with the best possible advice1. For example, if a client has an indefinite right to flat-rate taxation and their situation changes, it may make sense to change their tax regime or perhaps relocate.

    Thanks to our network of booking centres on several continents and our unique technology platform, used across all our offices, you can access our services no matter where you live or where your assets are located.

    Our digital solutions, My LO and Global Assets +, provide you with a comprehensive overview of your portfolio, anytime and anywhere in the world.

    1 Bank Lombard Odier & Co Ltd does not provide tax advice. Clients requiring tax advice should consult an independent tax advisor.

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