philanthropic advice.
More than 225 years of experience has taught us that giving is as rewarding as it is challenging. We have developed our philanthropy advisory offering to share our long-standing philanthropy tradition with our clients, so they can benefit from the experience and expertise we have acquired.
We help our clients develop philanthropy strategies that meet their aspirations. We also help with decision-making and structuring when it comes to making lifetime gifts in order to leave a lasting legacy. When clients want to ensure security for their family, build a personal legacy or maximise the catalytic effect of their philanthropy, our role is to support them in structuring, planning and managing their assets.
This strong spirit of philanthropy encourages us to continue to offer this model, as it fulfils donors’ needs for wealth planning as well as the wishes of younger generations of donors to become actively involved in tackling humanitarian, social and environmental challenges1
Denis Pittet
Lombard Odier Group Managing Partner and Chairman of Fondation Philanthropia
The bank’s Philanthropy Services team offers clients the full benefit of its extensive experience and numerous philanthropic approaches and achievements, operating at the crossroads of philanthropy and wealth management to offer tailored support, a full range of services and turnkey solutions to help clients design and realise their philanthropic strategies.
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