Explore our essential guide for entrepreneurs: preparing your assets before you retire
As an entrepreneur, effective retirement planning is crucial for ensuring both your personal wellbeing and your long-term financial security. However, many overlook this process, finding it complex or distant, leading to fragmented asset management across business, pension funds, and personal wealth. To help you navigate these challenges, Lombard Odier has created a comprehensive guide that addresses key considerations and sets you on the path towards a seamless retirement.
- At what age should I start preparing for my retirement as an entrepreneur?
- How should I manage the different components of my wealth?
- How can I optimise my tax situation while maximising the value of my business?
- Salary or dividend: how will it impact my retirement?
- How can I effectively prepare to sell or transfer my business, and who are the potential buyers?
- When and how can I most efficiently transfer assets to my children?
- How can I best manage systemic risk concentrated on a single individual?
- What are the key implications of retiring in a different country or canton?
Download our practical guide to optimising your assets before you retire.
As an entrepreneur, what are the best options available to you? To learn more, download our new publication ‘A practical guide to optimising your wealth before you retire’.
Entrepreneurs: rethink your retirement planning
Entrepreneurs often view their wealth primarily in terms of their company’s value and shareholdings, while contributing minimally to their pension. This perspective can lead them to often overlook the potential benefits their wealth can offer post-retirement or how it can be leveraged to attract and retain talent.
Partnering with an advisor who takes a comprehensive approach to both business and personal wealth management can help entrepreneurs fully understand the advantages of pension saving.
At Lombard Odier, we bring extensive experience in managing pension assets, with over three billion Swiss francs in assets under management for our private clients here in Switzerland, our core market.
With a network of seven offices across Switzerland in Geneva, Zurich, Lausanne, Fribourg, Vevey, Verbier and Zug, we remain close to our clients, providing personalised service and local expertise.
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