wealth structuring before you sell your business.

    let's talk

    prepare your transfer and protect your loved ones.


    The need to implement a succession plan is often overlooked or underestimated by entrepreneurs. However, it is an essential step, especially when selling your business, whether family-owned or not. Preparing your succession guarantees the continuity and preservation of your financial estate. 

    This plan will help you clearly define how your assets will be distributed among your beneficiaries, minimising potential conflicts within your family. It will also enable potential measures to optimise tax implications, ensuring that the post-sale transition is financially efficient and secure. 

    By carefully structuring your wealth and estate planning, you will provide yourself with financial peace of mind while protecting your loved ones.

    why us.

    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.

    get in touch.

    Please select a category

    Please enter your firstname.

    Please enter your lastname.

    Please enter a valid email adress.

    Please enter a valid phone number.

    Please select a value.

    Please select a banker

    Please enter a message.

    Something happened, message not sent.
    let's talk.