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.

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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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supporting entrepreneurs in the development of their business.

comprehensive support for business and personal growth.

ensure business growth.

manage and anticipate the risks inherent to your business.

anticipate the sale of your business.

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

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why us.

get in touch.

let's talk.

supporting entrepreneurs in the development of their business.

comprehensive support for business and personal growth.

ensure business growth.

manage and anticipate the risks inherent to your business.

anticipate the sale of your business.

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

this might interest you.

why us.

get in touch.

let's talk.

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