insights.

For entrepreneurs, passing on or selling their business is a challenge. This unavoidable rite of passage becomes all the more emotional when the business is a family one.

As an entrepreneur, identifying the cashflow pitfalls that lie beyond the sale of your business and designing an investment strategy to avoid them is vital if your wealth plan is to succeed. However, the nature of these pitfalls is heavily dependent on the structure of your deal – and no two sale agreements are the same.

We brought together family businesses, entrepreneurs, and the thought leaders of tomorrow for our annual LO Generations Summit to rethink the seismic shifts the world is going through, and to explore how investors should react.

The bank Lombard Odier teamed up with Bilan magazine and HEG Fribourg (School of Management Fribourg) to conduct an in-depth study of 245 family businesses in French-speaking Switzerland. The study reveals various success factors for the families of entrepreneurs and addresses several themes, such as business transmission and succession, the evolution of corporate culture, performance and innovation.

Serge Fehr has spent his entire career supporting private clients. We sat down with him in Geneva to learn more about his vision regarding the development of private banking and how to best serve the interests of our clients.

For business owners, financial planning is an essential tool for modelling and building a wealth strategy ready for retirement.

How does Lombard Odier meet the unique demands of clients in Central Switzerland? According to Marco Arnold, Local Managing Director at our Zug office, Zug's status as a financial hub, with a diverse ecosystem of entrepreneurs, makes it an ideal fit for our personalised, high-quality services.

Most business owners underestimate the value of an aggressive pension strategy, either for themselves or for their business. We look at efficient ways for entrepreneurs to plan their pension strategies.