wealth planning.

Wealth management isn’t just about building a portfolio. We take a holistic, 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.

Please note that not all of the following services are available in all jurisdictions.