Delivering PERSONALISED Wealth Planning Service
Lombard is committed to providing excellent service to our partners and their clients. For over 20 years, we have focused exclusively on wealth management and estate planning for high and ultra high net worth individuals. With a deep understanding of their unique needs, we can provide highly personalised service to our partners and their clients.
Wealth planners and tax experts craft tailored solutions
2012 annual results
PDF
Our team is comprised of experts in all the disciplines required to design and deliver tailor-made solutions: lawyers, trustees, accountants, specialists in tax planning, plus experts in succession planning and real estate.
The life insurance solutions designed by Lombard can be combined with other financial structures to provide a comprehensive vehicle for estate planning. Taking into account the laws and regulations of the country of residence, Lombard specialises in crafting life insurance policies that are compliant in each European country. This enables clients to benefit from double taxation treaty agreements with Luxembourg, as well as Luxembourg's favourable asset management regulations.