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At Lombard Odier, we understand that each family is unique. That’s why your private banker gets to know you personally – your history, your values, your goals, your legacy – so that we can help preserve and grow your family wealth, generation after generation.
We have been working with entrepreneurs, high-net-worth individuals (HNWIs) and their families for more than 225 years. We have a long history of independent, family ownership, giving us a deep insight into the dynamics of family wealth.
Whether you have inherited a legacy or are managing newly created entrepreneurial wealth, we understand that your aspirations are shaped by your family history and life goals.
We believe that family wealth management isn’t just about building portfolios, it’s about taking a holistic view of your circumstances. We get to know you, and build a relationship rooted in long-term trust, offering solutions tailored to your specific needs and ambitions. We support you in managing and structuring your assets to anticipate events such as selling a business or making a gift, ensuring that your loved ones remain protected and helping you plan for the future – across generations.
Our expertise goes far beyond wealth structuring, however. We understand that multi-generational success requires careful consideration of family dynamics. Experience has taught us that it isn’t enough to simply assume that ‘all will be well’. Carefully thought through succession planning and family governance structures are key to maintaining and growing legacies.
Together, through thoughtful dialogue and close collaboration, we design truly bespoke solutions that will stand the test of time. We take the time to understand your unique family structures and relationships.
Founded in 1796, our sole mission is to preserve and grow our clients’ wealth over the long term. We are a private bank, owned by our Managing Partners. This means we have no shareholders, so are not subject to external pressures or the short-term interests of third parties – we focus solely on the interests of our clients.
We bring together a team of highly-experienced professionals, with diverse and complementary backgrounds. We mobilise a wide range of expertise to serve evolving and complex needs – this includes the cross-jurisdictional issues that often arise with international, multi-generational families.
Our stable structure means we are a global bank with a strong local presence, ensuring proximity to our clients. We limit the number of families or HNWIs per banker and many of our bankers enjoy long careers with us, we offer continuity that builds stability and lasting confidence.
Family services are one of our key areas of expertise, where our longstanding experience, strong networks of external collaboration, and global reach, make us ideally placed to manage the wealth of international families and UHNWIs.
with headquarters in Switzerland and offices throughout the world, we have deep cross-border expertise
we take a long-term approach to governance, succession and wealth management
our teams offer deep expertise in family services and privileged access to private assets opportunities
we have industry-leading expertise in sustainable investment
Swiss values are at our core – confidentiality, discretion, stability, integrity and security
We combine the agility of a close-knit team with the strength and broad expertise of a leading international private bank. United by our values of excellence, respect, integrity, innovation and ‘One Team’, we take a holistic and personal approach to family services, aiming to safeguard and grow your wealth and support you at every stage of your family’s journey. Our experts cover every area you need to ensure a stable and lasting legacy.
Formal family governance structures lay out how family members reach decisions around shared assets and projects, whether this is privately held wealth or a family business.
Multi-generational success hinges on transitions from one generation to the next. We help create structured plans that maximise your chances of a seamless transition.
We help optimise your tax position when it comes to inheritance. With cross-border expertise, and collaboration with external experts, we ensure your inheritance is optimally managed, whether your heirs live close by or are resident in other countries.
Private assets are becoming increasingly important in portfolio allocations. We have privileged access to some of the best fund managers and private assets opportunities.
We work with you to manage your assets and investments, aiming to preserve and grow your wealth for the long term. Through our discretionary and advisory mandates you can be as hands-on or as hands-off as you choose.
We align your capital with your values, through a range of sustainable investment offerings
Discover our latest insights into the world of family wealth management.
In this inaugural edition of our ‘rethink family wealth’ guide, our experts explore the rise of family offices and offer advice as to how families can strengthen their governance models in a fast-evolving world. Our CIO unpicks the crucial question of asset allocation, looking at how family offices often take an idiosyncratic approach to building portfolios. We assess how recent geopolitical upheavals are impacting sustainable investments. And we share an interview with one of the world’s leading art experts, exploring how art collecting intersects with the management of family wealth.
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