Financial analysis and planning

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.

You wish:

  • Achieve your life goals with security and clarity of vision;
  • Anticipate your financial needs by taking into account changes in your life, for example by taking early retirement;
  • Optimize your financial situation;
  • Have access to the best services available on the market to implement your decisions.
  • Prepare your business succession by ensuring that your company is
    endowed with a capital that we will have been able to perpetuate with you.

In order to make the right choices, a multidisciplinary approach is needed, led by independent and neutral actors. Our motivation is to offer you the path that will allow you to reach your goals in all serenity. Our financial planning is always adapted to your personal situation and future needs.

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.

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The first step is without obligation!