Do you own a successful business, or are you a prosperous partner or majority shareholder in a firm? After the success you’ve achieved, you might be thinking about how to protect the fruits of your labours with solutions tailored to your personal circumstances. But that same dedication to your business means you don’t have the time to grapple with the intricacies of wealth management, and to devise the right plan to organise your assets.  A considerable amount of your worth may be tied up in your business, and you may want to leverage that wealth to fund your future lifestyle choices as well as structuring it for transmission to your descendants.

I turned to Lombard Odier a few years before I sold my business, and they helped me manage all of the risks involved.

Our maison has been a family business for seven generations, so we understand successful entrepreneurs such as yourself. And we always take a long-term view, so we can be there for you for decades to come. We know you want your wealth to work hard, so we can help you plan for tax1 and retirement and undertake philanthropic ventures.

We can also help you to understand how our credit offering and property financing advice could assist you to make the most efficient use of your wealth structure. We offer you our expertise on interest-rate strategy, duration and investment of your own funds. We work with one of Switzerland’s leading mortgage brokers to ensure that you benefit from competitive rates. This solution provides you with a bespoke, flexible and transparent offer with regard to financing terms and conditions.

As an entrepreneur you have both corporate and private assets, so we help you manage risk between the two. From liquidity and securities, to real estate and more, we’ll help you navigate the financial landscape and conserve your capital, both for you and for your descendants. And you can keep tabs on everything via our digital services, Global Assets+ and My LO.

1 Bank Lombard Odier & Co Ltd does not provide tax advice. The client should seek advice from an independent tax counsel.

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