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      essential advice for structuring your wealth as an entrepreneur.

      4 key tips to start organising your private wealth.

      As an entrepreneur, you may be more focussed on growing your business than on managing your private wealth.
      At Lombard Odier, we can help you structure your wealth as early as possible to build solid foundations for future successes and create security for your family.

      Find out more with these four key tips to start organising your private wealth.

      Tip 1: Set clear financial objectives

      Your wealth is managed just like your business: without a clear vision or direction to follow, it will be difficult to achieve your financial goals. At Lombard Odier, your private banker will help you identify your short, medium and long-term life goals, and will structure your wealth to make them a reality. 
      This may include buying real estate, making plans to protect your family and your capital in case of an unforeseen event, or financial preparation for your next steps in life (a new professional adventure, a sabbatical, retirement, etc.). 

      Tip 2: Diversify your investments

      Many entrepreneurs don’t diversify their investments enough because they think they don’t have sufficient assets available or feel that it’s too early in life to do so. As a global asset manager, we can provide you with a wide range of investment solutions. Our investment platform has more than 200 financial experts located all over the world.
      We will build a diversified and robust portfolio for you, based on your investment preferences and risk profile.

      Tip 3: Manage taxation

      The term ‘taxation’ can sometimes be alarming. Yet the more you understand your financial situation and its tax implications, the more you will be able to make informed decisions.
      Your private banker will make a complete diagnosis of your tax situation, then work with a team of tax advisors and lawyers to suggest specific tax optimisation options.

      Tip 4: Protect your loved ones and your wealth 

      As a business owner, preserving your private wealth means that you need to secure the position of your loved ones and your business. Lombard Odier will help you identify all relevant matters by taking a global view of your situation. 

      Your private banker will prepare a complete analysis of your situation, ensuring that you have the right protection measures linked to your business (shareholding type, potential shareholder agreements, a succession plan to cover the exit of a partner or other unforeseen events, etc.) and your family circumstances (marriage contract, succession plan, family charter, etc.). 

      let's talk

      At Lombard Odier, we take a holistic and individual approach to structuring your private wealth. From creating suitable legal and financial structures to tax planning, we reorganise your wealth to maximise returns, minimise risk and help protect your loved ones. 

      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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