a holistic approach to managing entrepreneurs’ wealth.
We provide entrepreneurs with comprehensive, tailor-made support for asset structuring, throughout the growth of their business and following any potential transfer.
A strategy based on life objectives
Just like growing a business, growing your wealth depends on setting objectives and having a clear strategy from the start. At Lombard Odier, our personalised approach begins by determining your primary objectives and aspirations – maintaining your lifestyle, preparing for retirement, financing a project, etc. – before establishing a roadmap to realise your goals and an asset allocation strategy to support it.
We refer to this approach as Your Wealth Outlook. It takes into consideration your short, medium and long-term life objectives, as well as our own in-depth analysis of your estate. We use this to build several diversified portfolios for you, each with a different investment horizon, asset allocation and risk profile.
This aims to achieve your objectives while respecting your individual preferences and constraints.
Structuring every aspect of your wealth
Lombard Odier has developed a unique, personalised approach that helps entrepreneurs manage their assets in a comprehensive way, by integrating their private portfolios, pension assets and surplus liquidity from their companies.
Instead of approaching these matters in silos, we look at your entire position as an entrepreneur, allowing us to consider greater levers for optimisation and action. In conjunction with any other advisors you may have, we can put in place the most appropriate solutions depending on your personal situation and the ambitions of each person or party involved (holding companies, trusts, succession plans, etc.).
share.