serving entrepreneurs.
helping you on your journey
wealth management for UK entrepreneurs
Having spent so much time building your business, now is the time to think about the next stage of your journey: for yourself and for your family.
We’re here to support you, and to work with you and your advisors to achieve the best results. We are wealth management experts.
Like many of our UK entrepreneurial clients, you have probably asked yourself one or more of the following questions:
- What should I consider before selling or passing on my business?
- What is my tax situation?
- How can I ensure my family is taken care of after a business sale?
- What are my new goals and ambitions?
how do we serve entrepreneurs?
thinking about a business sale
From preparing the ground for a transaction, to selecting the right team of advisers, considering lifestyle and tax impacts and making investment management plans, we are here to assist you.
exploring your individual needs
Every entrepreneur has a different story, so our experienced private bankers take the time to get to know you as an individual. We seek to accompany you and your family at every stage of your life.
wealth management for entrepreneurs
Our mission is to preserve and grow your wealth. We are wealth and asset management specialists, offering tailored, tax-efficient, sustainable advisory and discretionary portfolios and asset booking in multiple centres worldwide.
wealth planning and structuring
You want to make the most of your assets, now and in the future. We develop bespoke solutions to ensure your standard of living over the long-term, and to help make the best provision for your loved ones.
resident non-domiciled services
Our experienced, multinational wealth planners can help you with UK pre-immigration planning, pre deemed domicile and cross border planning.
relocation
As an international bank with a global network of wealth planners, we can help you think through the options when considering a relocation, including via specialists tools to compare the merits of different jurisdictions.
managing family wealth
Drawing on long experience from our own family business model, we can help you identify, consolidate and leverage your family’s unique strengths and values. Our experts can evaluate different investment vehicles, assist in succession planning and in developing a family charter or governance structure.
We seek to be the private bank of reference for entrepreneurs and their families – not just today, but over the long term, generation after generation. We know the challenges ahead. Talk to us about the next stage of your journey.
understanding entrepreneurs
Lombard Odier is an independently-owned partnership. Our Managing Partners are entrepreneurs themselves, who own and manage the business as well as looking after some key client relationships.
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