Lombard Odier brings an unusually complete and deeply human approach to succession planning, positioning itself not simply as a provider of legal and tax solutions, but as an architect of multi-generational family governance for complex global families.
As Sophie Dworetzsky, Lombard Odier’s head of wealth planning UK, explains, the bank treats succession as a long-term process of decision-making frameworks, cohesion and shared purpose, with technical solutions built on top rather than driving the conversation.
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