investment professionals
entrepreneurs: bespoke wealth management.
Whether you’re a founder, manager or are selling your business: we structure and preserve your private wealth at every stage of your business journey.
business founder: lay the foundations for long-term wealth management.
Entrepreneurs: it is never too early to start organising your private wealth
In the development phase, your priority is to grow your business. But by structuring your personal wealth early on, you can put your future on a secure footing, protect your loved ones, and prepare for your life projects.
Common errors to avoid:
- Insufficient investment diversification
- Failure to plan wealth and protect loved ones
- Mixing personal and business finances
Our expertise in building and protecting your future:
- Effective separation of your private and business assets
- Tailored wealth assessment and financial guidance through our Your Wealth Outlook tool
- Optimised asset structuring for a stable wealth foundation and tax efficiency
- Diversified and long-term investment strategies aligned with your risk profile and values
- Planning for the unexpected and protecting your loved ones
Our approach: proactive, not reactive
growth phase: structure and develop your wealth.
Manage your wealth as you manage your business
For entrepreneurs, a single-minded focus on their business often leaves private wealth unstructured, with most assets (re)invested in the business. However, it is essential to manage your wealth as strategically as you manage your business.
As your business develops and private wealth grows, key challenges emerge: structuring your personal wealth for an optimal tax position, putting your future on a secure footing, maintaining your lifestyle, and preparing for retirement or business succession. It is never too early to organise your private wealth strategically and to put your future, and that of your loved ones, on a secure footing.
Our expertise in building and protecting your future:
- Tax-effective management: planning, structuring and optimising your overall wealth (private and business, including surplus liquidity and pension/retirement savings)
- Tailored and diversified investment strategies, including private assets
- Multi-portfolio management aligned to your short-, medium- and long-term objectives with our Your Wealth Outlook tool
- Robust wealth planning: financial planning, pension provision, retirement, transfer of residence, succession, sale or transfer of business, family governance
Our approach: integrated solutions to manage your wealth in a clear, strategic and optimised way
selling your business: achieve maximum value and prepare for the next step with confidence.
Taxation and structuring your wealth
Have I planned adequately for the tax and wealth implications of the sale? Is my private wealth optimally structured for the change?Capital preservation and transmission
How can I preserve and grow my wealth after the sale? Is the next generation ready to take over the business? How can I ensure my family are financially protected?Life projects and mobility
What are my new life objectives and how can I achieve them with peace of mind? Will I continue to live where I am or move abroad? Am I prepared for the emotional impact of this landmark moment?private assets — investing in the heart of the real economy.
Investing in the real economy through private assets—such as private equity, private debt, real estate, and infrastructure—offers access to unique opportunities, and can enhance long-term performance, and reduce correlation with public markets.
Key advantages include:
- Access to segments of the economy that are typically out of reach
- Diversification, leading to potentially improved overall portfolio performance
- Potential for superior long-term returns (illiquidity premium)
- Lower volatility, as these assets are not traded on public markets
Private asset investments are designed for investors who are comfortable committing capital over several years and accepting limited liquidity.
At Lombard Odier, alongside our proprietary investment solutions, we partner with some of the market’s leading managers and conduct rigorous due diligence to identify the most compelling opportunities.
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Facing a changing reality at LO Gen 2026: what time teaches us about leadership, investing, and legacy
Dedicated private banker
A reliable partner to assist you on a daily basis with direct access to our investment and wealth management experts.
A tailor-made, coordinated and comprehensive approach to your wealth
Personal and professional circumstances: we analyse your situation in its totality and structure your assets in the best possible way (real estate, financing, pension provision, retirement, succession or business transfer).
Tax-efficient management
We integrate the tax aspects to mitigate capital erosion risks.
A wealth assessment and portfolio management tool for the long term
With our Your Wealth Outlook tool we are able to undertake a full assessment of your assets, simulate various investment scenarios and design several portfolios that align with your life goals over the short, medium and long term.
Integrated technological platform
You will benefit from a consolidated view of your financial assets; access to the markets and our experts’ analyses; reporting that assists your tax procedures; and real-time dialogue with your banker.
From entrepreneur to entrepreneur
We place our business experience and a dedicated network at your disposal and can act as a sparring partner in structured financing, guarantees, MLBOs, LBOs or IBOs.
your most frequently asked questions.
1. How is Lombard Odier particularly suited to the needs of entrepreneurs?
Lombard Odier understands the challenges facing entrepreneurs: concentration of risk, asset complexity, business succession, etc. Thanks to a holistic approach, we provide tailor-made solutions to structure, protect and grow the estates of entrepreneurs, often closely linked with the business.
2. At which key moments in an entrepreneur’s life does Lombard Odier get involved?
Whether it be in the phase of founding, developing or transferring your business, Lombard Odier is by your side at each stage. We offer you personalised advice on liquidity, taxation, business transfer and diversification, with a long-term vision that combines performance and continuity.
3. What specific services does Lombard Odier offer to entrepreneurs?
We offer comprehensive support including succession planning, tax optimisation, surplus cash management, asset structuring (holding companies, trusts, etc.) and sustainable investment. Our objective: to ease the burden on entrepreneurs so they can focus on creating wealth.
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.
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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