Holistic wealth solutions

Before developing an investment strategy, we analyze your existing strategic asset allocation and make recommendations on how to optimize your situation. Building on this, we then devise a robust investment strategy that is individually tailored to your specific needs and goals. Our strategies encompass both traditional and alternative asset classes, and are developed with a focus on long-term asset preservation and protection across generations.  

When devising your individual investment strategy, we draw on the full experience, expertise and offering of LGT Private Banking and of our partner companies LGT Capital Partners, a leading provider of alternative investments, and Lightrock, a pioneer in impact investing.

As time passes, families change. Often, they have to contend with upheaval. But successful families like that of our owner, the Princely Family of Liechtenstein, manage to preserve and build their wealth and values over generations. This transfer is often underpinned by principles and guidelines that the family has developed together, and guided by a shared understanding of its values and goals. This is what is referred to as family governance. 

As a client of LGT, you benefit from the Princely House of Liechtenstein's vast experience in successfully passing on assets, companies and values, accumulated over centuries.

Learn more about our family governance offering

Do you want to make a positive contribution to society and the environment? At LGT Philanthropy Advisory, we support philanthropists at all stages of the process. Together, we help families maximise their positive impact on society and the environment. Our Philanthropy Advisory offering includes advisory, know-how and implementation services. We advise clients on the implementation of their philanthropic strategy, from developing a vision to scaling their impact.

We also connect them with peers and experts to share experiences. Especially in philanthropy, it makes sense to learn and benefit from the experiences of other philanthropists.

Learn more about our philanthropy advisory

The more extensive and complex your financial situation, the harder it is to keep track of all your assets and how they are performing. This is particularly true if they are held with multiple banks. Our wealth reporting product, the LGT Wealth Portrait, provides a consolidated, easy-to-understand overview of all of your assets, how they are performing and the risks they are exposed to. It encompasses all financial and physical assets - no matter who manages them. 

Having a clear overview of all your assets and liabilities is essential to making financially sustainable decisions. 

Learn more about our wealth reporting