Lanz-Duret

Our tailored and holistic wealth planning services will help you navigate every stage of your life.

At Lanz-Duret we believe that wealth planning is a core pillar of every successful wealth management strategy. Whether you wish to secure your children’s financial future, better understand your tax situation, or are seeking expertise on succession, retirement, or relocation, our dedicated wealth planning team can help you prepare for tomorrow by taking action today.

Innovative Solutions

We craft unique and innovative designs, working closely with our clients to bring their visions to life.

Investing

Providing you with the tools, advice, and solutions to help you invest successfully.

We have over 32 years of experience in working with families and helping them create and preserve value for future generations. This experience, combined with our deep respect for personal relationships, make us a leading advisor when it comes to family wealth.

With Lanz-Duret family office services, you have access to expertise and support in the following areas:

Family roadmap
Cut through complexity with a view of your current and future family needs

Family governance
Create communication and education platforms to bring your family values to life

Family experts
Find the right partners by using our extensive network of dedicated experts

Family network
Meet and exchange knowledge with other families and industry leaders

Family purpose
Do good for society and our environment with a clear family strategy

Managing, preserving, and passing on multi-generational family wealth can be a complex and time-consuming undertaking. Even more so if you have a family business, or if members of your family are spread out across multiple countries or continents.