Expertise to take on even the most diverse portfolios
Increasingly, wealth is invested in more than just traditional asset classes. Real estate, private equity, hedge funds: these assets are often important and extremely valuable aspects of a well-diversified portfolio.
We understand how to value non-traditional assets and how to integrate them into our solutions however diverse the portfolio. This means clients have a clearer overview of their wider portfolio, and the family stands to reap greater rewards in the future.
Benefits of a Lombard International solution:
- Our solutions offer the capacity to take on specific kinds of non-traditional assets for long-term wealth structuring
- We analyse each asset carefully to ensure it meets tax and regulatory demands, and possibly avoiding unexpected liabilities in the future
- Our dedicated Non-Traditional Assets Team can assess the risks of a broad range of assets
- We have the ability to assess risk properly and find alternative solutions when issues arise
- Integrated with wealth planning solutions, so the advantages of non-traditional assets can be passed on to the next generation.
The content of this website is intended solely to provide general guidance to the reader of these pages on the services offered by Lombard International Life Assurance Company and Lombard International Assurance S.A. The information contained within these pages is not intended as an offer to sell or solicitation for the purchase or sale of any life assurance product. Neither is the information intended to constitute any form of legal, fiscal or investment advice or recommendation and it should therefore be used only in conjunction with appropriate professional advice obtained from a suitable qualified professional source.