rethink family wealth.

At Lombard Odier, we understand that each family is unique. That’s why your private banker gets to know you personally – your history, your values, your goals, your legacy – so that we can help preserve and grow your family wealth through our bespoke family wealth management services, generation after generation.

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our approach to family wealth.

We have been working with entrepreneurs, ultra-high-net-worth individuals (UHNWIs) and their families for more than 225 years. We have a long history of independent, family ownership, giving us a deep insight into the dynamics of family wealth.

Whether you have inherited a legacy or are managing newly created entrepreneurial wealth, we understand that your aspirations are shaped by your family history and life goals.

We believe that UHNW family wealth management services aren’t just about building portfolios, it’s about taking a holistic view of your circumstances. We get to know you, and build a relationship rooted in long-term trust, offering solutions tailored to your specific needs and ambitions. We support you in managing and structuring your assets to anticipate events such as selling a business or making a gift, ensuring that your loved ones remain protected and helping you plan for the future – across generations.

We see each family as unique - requiring a bespoke, personalised approach

Xavier Bonna
Managing Partner, Lombard Odier Group

Our expertise goes far beyond wealth structuring, however. We understand that multi-generational success requires careful consideration of family dynamics. Experience has taught us that it isn’t enough to simply assume that ‘all will be well’. Carefully thought through succession planning and family governance structures are key to maintaining and growing legacies.

We take the time to understand your unique family structures and relationships. Together, through thoughtful dialogue and close collaboration, we design truly bespoke solutions, ensuring that our UHNWI services and family wealth management services meet your needs for the long term.

Explore fresh insights into the evolving world of family wealth management.

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Discover how today's families are rethinking wealth.

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our guide to rethinking family wealth.

“Mastering complexity, cultivating passion” is the central theme of this new edition of Rethink Family Wealth. Partners and experts are joined by inspiring figures from Formula One and the world of classic car collecting, alongside leading investment specialists.

The edition opens with practical approaches to building a robust investment policy. We then explore the outlook and challenges facing leading luxury houses. The automotive chapter brings together racing driver and actor Paul Belmondo, collector Paul Guikas and his remarkable collection, as well as Dietrich Hatlapa, a specialist in the pre-owned market.

A dedicated focus turns to Spain and Italy, examining the growing appeal of both countries for families. And finally, we ask, does artificial intelligence stand to accelerate the sustainability transition or hold it back? Our experts offer their perspectives.

why choose Lombard Odier?

Founded in 1796, our sole mission is to preserve and grow our clients’ wealth over the long term. We are a private bank, owned by our Managing Partners. This means we have no shareholders, so are not subject to external pressures or the short-term interests of third parties – we focus solely on the interests of our clients.

We bring together a team of highly-experienced professionals, with diverse and complementary backgrounds. We mobilise a wide range of expertise to serve evolving and complex needs – this includes the cross-jurisdictional issues that often arise with international, multi-generational families.

Our stable structure means we are a global bank with a strong local presence, ensuring proximity to our clients. We limit the number of families or HNWIs per banker and many of our bankers enjoy long careers with us, we offer continuity that builds stability and lasting confidence.

Family services are one of our key areas of expertise, where our longstanding experience, strong networks of external collaboration, and global reach, make us ideally placed to manage the wealth of international families and UHNWIs.

global presence

with headquarters in Switzerland and offices throughout the world, we have deep cross-border expertise

governance

we take a long-term approach to governance, succession and wealth management

exclusive access

our teams offer deep expertise in family services and privileged access to private assets opportunities

sustainable investment

we have industry-leading expertise in sustainable investment

values

Swiss values are at our core – confidentiality, discretion, stability, integrity and security

tailored services for UHNWI.

We combine the agility of a close-knit team with the strength and broad expertise of a leading international private bank. United by our values of excellence, respect, integrity, innovation and ‘One Team’, we take a holistic and personal approach to family wealth management services, aiming to safeguard and grow your wealth and support you at every stage of your family’s journey. Our experts cover every area you need to ensure a stable and lasting legacy.

1. Family governance

Formal family governance structures lay out how family members reach decisions around shared assets and projects, whether this is privately held wealth or a family business.

2. Succession planning

Multi-generational success hinges on transitions from one generation to the next. We help create structured plans that maximise your chances of a seamless transition.

3. Inheritance planning

We help optimise your tax position when it comes to inheritance. With cross-border expertise, and collaboration with external experts, we ensure your inheritance is optimally managed, whether your heirs live close by or are resident in other countries.

4. Private assets

Private assets are becoming increasingly important in portfolio allocations. We have privileged access to some of the best fund managers and private assets opportunities.

5. Wealth management

We work with you to manage your assets and investments, aiming to preserve and grow your wealth for the long term. Through our discretionary and advisory mandates you can be as hands-on or as hands-off as you choose.

6. Sustainable investing

We align your capital with your values, through a range of sustainable investment offerings

We have preserved and grown the wealth of our clients for more than 225 years by embracing a philosophy – ‘rethink everything®’ – which involves rethinking the world around us so we can offer innovative, personalised investment perspectives, and high-performing wealth solutions

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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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rethink family wealth.

our approach to family wealth.

Get your copy now.

our guide to rethinking family wealth.

why choose Lombard Odier?

tailored services for UHNWI.

1. Family governance

2. Succession planning

3. Inheritance planning

4. Private assets

5. Wealth management

6. Sustainable investing

insights.

Solid Swiss foundations stand up to global strains

US midterms point to volatility, then investment opportunities

The Intelligent Allocator: diversification's 'free lunch' still needs a cook

High energy prices will drive further monetary tightening

Four drivers of the global manufacturing revival

US midterms and a narrower policy mandate

Chinese AI rivalry threatens US margins, not its ecosystem

Strength in the cycle to propel markets higher

Autonomous vehicles will shift the insurance paradigm

why us.

get in touch.