wealth planning.

Managing your wealth isn’t just about building a portfolio. It’s about taking a holistic view of your wealth. At Lombard Odier, we take a global, yet personalised approach to assessing your needs, which allows us to provide you with long-term, bespoke solutions.

First, we get to know you, working with you to assess your personal, family and professional situation. Following this, we identify your needs and tailor the management of your wealth to your tax environment, individual circumstances and country of residence.

We also structure your assets to anticipate specific events, such as selling a business or making a gift, while also ensuring your loved ones are protected.

Our wealth planners are dedicated exclusively to the service of our clients

Our team is made up of local experts who cover Switzerland, the main jurisdictions of Europe, and other regions. Wherever they are, their core expertise in specialist jurisdictions means they can support you in local tax and legal issues, as well as cross-border concerns, wherever you are.

At Lombard Odier, wealth planning services are provided by our in-house experts, as well as external partners, in collaboration with your personal advisors.

family governance.

As an independent family business, managed by several generations of entrepreneurial bankers, helping other families organise, protect and transmit their wealth is part of our DNA. We offer seminars about various topics specific to family businesses, such as governance, succession and family wealth planning.

 

inheritance.

From organising lifetime gifts, drafting and implementing your testamentary dispositions, or identifying and implementing the right succession planning vehicle; we ensure that your wealth is structured around your objectives and any legal and tax implications that may arise when passing it on.

We help you to ensure a smooth transition of wealth from one generation to the next

relocation.

If you’re thinking about moving, we help you identify any personal, legal and tax issues that may arise, so that you can make the most informed decision. If you do decide to relocate, we’ll structure your assets according to the prevailing rules and laws in both jurisdictions of departure and arrival. We’ll also support you with any administrative tasks your move creates.

 

financial planning.

We organise your wealth to support your needs and goals, for financial planning today and in the future. To this end, we run in-depth wealth diagnostics, including analysing your professional and private projects, in order to manage your liquid assets and measure the growth in your wealth over time.

 

pension provision.

We advise you on setting up pension provisions which fit with the management of your broader financial assets. By integrating the management of your pension provision with your other assets, we can mitigate your overall tax liability and plan for the long-term.

 

tax returns.

We prepare your Swiss tax return for submission. We also help clients living in France fill out their monthly tax form in relation to dividend and interest payments (“Prélèvement forfaitaire obligatoire”).

 

fiduciary and trust services.

We help you create and administer legal entities (companies, foundations, not-for-profit entities or other structures) and trusts. Our support includes accounting and administrative tasks, organising and running committees and meetings, and liaising with external stakeholders.

 

real estate.

Our experts provide legal and tax advice to support you in optimising the sale or purchase of real estate in Switzerland. Specifically, we examine issues relating to funding, direct or indirect holdings, or dividing ownership.

 

philanthropy.

We use our extensive global advisory capabilities to work with philanthropists across the charitable spectrum, including those starting their own projects, investing via Lombard Odier’s umbrella foundation Fondation Philanthropia, or via the creation of an autonomous vehicle.

Discover more on philanthropy

Lombard Odier has a long tradition of supporting individuals, families and charitable foundations in their philanthropic endeavours 

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