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      supporting entrepreneurs in the development of their business.

      comprehensive support for business and personal growth.

      Business success is built by teams. As a bank for entrepreneurs, we are here to support you in both managing your assets and developing your business.

      At Lombard Odier, we help you take care of your personal wealth as much as your business. Our mission is to support you in all your entrepreneurial challenges, and we do this through an approach based on anticipation and planning.

       

      ensure business growth.

      As an entrepreneur heading up a company and a shareholder in the firm, it is important to surround yourself with trusted specialists who speak the same language and understand you.

      Our expertise integrates several elements to ensure we can support your development:

      • Family governance and corporate governance
      • Legal and tax strategy
      • Structuring of funding
      • Standardisation of processes and systems
      • Asset holding measures

       

      manage and anticipate the risks inherent to your business.

      The life of an entrepreneur is filled with both successes and challenges. Lombard Odier’s team of experts is always ready to help you deal with risks and periods of turbulence.

      • Risk management during business growth
      • Integration of sustainability and new regulatory requirements
      • Understanding economic cycles and external shocks (inflation, energy prices, etc.)
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      anticipate the sale of your business.

      Every entrepreneurial adventure has its end. At Lombard Odier, we will help you prepare for this stage to ensure the most successful outcome possible:

      Transferring the business
      to your family

      Selling the business
      to external buyers

      Investment strategy
      for the sale proceeds 

      Legal structuring and optimisation
      of your tax burden

      Preparing
      your retirement conditions

      To optimise your exit conditions, we will support you in structuring your assets and your company. Even if you are not yet considering selling your business, it is never too early to start putting in place the plans that will lead to success in the next chapter of your life.

      • Evaluating the existing organisational structure
      • Preparing your company for an eventual sale (internal organisation, financial reporting, procedure, etc.)
      • Company valuation
      • Deciding a strategy for the sale
      • Identifying potential buyers
      • Planning beyond the sale

      To support you in your entrepreneurial projects, Lombard Odier has a dedicated Corporate Advisory expertise centre that specialises in all the strategic decisions involved in a company sale, transfer and valuation.

      do you need more information? get in touch with an expert.

      make an appointment.

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      why us.

      +200

      investment professionals 

      +25

      offices

      +220

      years

      At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

      At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.

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