Wealth Management
Partnership Wealth Management
Our approach
We have created a division dedicated to supporting multi-family office professionals, enabling them to benefit from Lazard's bespoke Wealth Management services.
In particular, we offer diversified management mandates, dedicated funds, expertise in wealth engineering, and support in mergers and acquisitions.
Tailored wealth management
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Discretionary Mandate
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Dedicated funds
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Structured products
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Private Equity
Working together to develop solutions for multi-family offices
Services
The Wealth Management partnership stands out through a comprehensive range of services designed to meet the specific needs of investors and wealth managers :
- Wealth engineering
- Lombard lending/GAP
- Dedicated reporting
- Philanthropy
- Financial and wealth information
Partnerships
We rely on strategic partnerships covering various sectors :
- M&A
- Reinvestment
- Real estate credit
- Foreign custody
- Family governance
- Private Equity
- Real estate
- Art and collectibles
- Physical gold
- Timber and forests
A 360° offering
A team dedicated to our partner
Portfolio managers
Brokerage
Client Advisor
Legal services
Wealth planning specialist
Middle Office
Business Support
Reporting service
