Family office in Lausanne

As a family office in Lausanne, LGH & Associés is committed to making your assets grow while preserving your capital over the long term. With 30 years of experience in asset management, we put all our know-how at your service to offer you concrete solutions adapted to your needs.

Maximum discretion
A single, stable contact
Total transparency

The advantages of using a family office in Lausanne

Our Family Office in Lausanne is at your service to manage your assets and ensure their long-term survival. Indeed, choosing to entrust the management of your assets to experienced and independent professionals will bring you many benefits:

  • You will be able to unload the management of all your assets to better devote yourself to the management of your company’s business and to your family
  • Maximum discretion: the management of your assets will be in the hands of a limited number of specialists
  • You will be able to count on a unique and stable interlocutor on the long term
  • You will benefit from a global approach concerning the structuring of the family patrimony

Family Office : our services

As an independent family office, our role is to structure your assets and manage your day-to-day investment and administrative affairs.

Thus, our large network of partners allows us to offer you a wide range of services, according to your wishes and needs:

  • Wealth management
  • Management of a real estate portfolio
  • Pension provision
  • Legal advice
  • Succession planning
  • Advice on health : choice of doctor, veterinarian for animals, choice of bodyguards for specific trips
  • Tax advice

Our experts speak French, English and German and are at your disposal to answer any questions you may have regarding your asset situation, whether you are in the canton of Vaud, Valais, Geneva, Fribourg, Neuchâtel, Lausanne or elsewhere in Switzerland .

Let’s meet at your place or in our offices Rue du Midi 18 CH 1003 Lausanne.

We are recruiting

Job offers: we are looking for asset managers interested in leaving their bank
to join our team.

Do not hesitate to contact us, we assure you a total confidentiality.
Why trust us?

LGH & Associés’ main mission is to protect and optimize your assets in an efficient and consistent manner.

So here’s what makes us unique:

  • Our independence: we always put your interests first
  • Our experience: experts in asset management for 30 years
  • Our availability and loyalty: we help you make the best decisions throughout your life
  • Our maximum discretion: confidentiality is our DNA
  • Our flexible pricing is adapted to your needs
  • Our large network of partners
  • Our extensive financial knowledge: enjoy access to all investment products at the best conditions
  • Our transparency and respect for the rules of ethics
Our methodology

Assessing your situation

By starting with an exchange of ideas, by listening to your concerns and by popularizing the various problems you have to face (sometimes complicated by certain establishments in order to enhance their products), we clarify the individual needs in order to allow you to clearly understand the stakes and to arrive at the best strategic choices.

Analysis by our specialists

Audit by our network of bankers (asset managers, financial analysts, credit managers, SME and corporate managers), insurance experts, real estate experts, tax experts, lawyers and financial planners is a structure comparable to a "human-sized" family office. Our organization can easily be compared to the asset management of large fortunes or the management of your company's capital, and enables us to respond to your needs efficiently.

Optimization proposal and quote

We'll present you with the results of our specialists' evaluations and analyses, and help you make the right choices. Our solutions as well as our products allow you to benefit from our structure while keeping your relationships with your bank or your other providers. You benefit from transparent pricing, budgeted services, and fees negotiated directly by LGH with its various service providers.

Implementation of the solution(s)

After validation, we implement the different solutions. Together we set deadlines for each of our goals to improve follow-up.

Performance / risks / costs

We do not limit ourselves to the assets you entrust to us, but include in our thinking the whole of your assets. This approach allows us to take a global view. If, for example, you entrust us with the management of a securities portfolio, we define its importance and function together. Is it a simple liquidity reserve or does it represent a major part of your assets? Such a global vision allows us to control the overall risk for your assets. Moreover, it leads us naturally to a number of other considerations, in particular tax and inheritance, generating risk-free performance.

Follow-up / monitoring

Your wealth evolves throughout your life, influenced positively or negatively by your various private or professional situations, but also by changes in the law and the markets. We (LGH and our partners) have the expertise and the overview. As soon as an opportunity arises, we will notify you! It is unfortunate that you only act when you meet with your advisors. Tracking your business and monitoring your assets allows you to anticipate and make the right decisions, which will ultimately lead to sustainable wealth creation.

Family office Lausanne

Frequently asked questions

It is an independent company whose aim is to manage a family’s assets while ensuring their continuity over time.

Its competences in this field are complete thanks to the coordination between the various trades (law, accounting, personal income tax, insurance, banking,…) to act for the accounts of its customers.

A family office will allow you to grow your wealth by executing a long-term strategy that will suit your needs.

A family office is a wealth management consulting service dedicated to any individual, couple or family holding numerous assets and wishing to optimize their wealth in an efficient and coherent manner.

Let's meet!
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The first step is without obligation!