Wealth strategies focused on security and compliance
Lombard concentrates on offering its solutions to high and ultra high net worth clients. Lombard does not deal directly with clients, but works with business partners that include private banks, independent financial advisers and family offices.
Since the financial affairs of the very wealthy are seldom straightforward, our dedicated tax, legal and planning experts can craft unique wealth structures that are both compliant and secure.
Lombard’s crafted wealth planning strategies offer:
- A flexible structure and financial privacy to protect assets
- Fiscal optimisation on wealth, income and capital gains
- Security through the strongest investor protection regime in Europe
Pioneering solutions for many scenarios
Our wealth planning solutions are built around the sophisticated use of life assurance as a structure for robust wealth preservation strategies. Lombard pioneered these solutions 20 years ago and continues to be the market leader in our field with almost €20 billion in funds under management, according to our 2010 figures.
Depending on your country of residence, Lombard’s solutions may be appropriate if you are:
- A private investor seeking structures for business assets, properties, equities, fixed interest or cash
- Someone who wishes to pass wealth down generations in an efficient way
- Someone planning to retire in another country
Lombard holds the key to your long-term security and peace of mind, despite the complexity of your circumstances.