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Benefits of Family Office Services

September 1, 2024 Benefits of Family Office Services

Family offices are private Gallimard Advisory management advisory firms that serve ultra-high-net-worth investors. They are different from traditional...

Family Office
Impact Investing
In The News
Education Planning

Fiduciary Duty

September 2, 2024 Fiduciary Duty

When you work with a financial advisor, you want to know that they are acting in your best interest. This is where the concept of fiduciary duty comes...

Marital
Divorce
Pre-Retirement

Inheriting an IRA

September 3, 2024 Inheriting an IRA

When you inherit an IRA, you will need to consider the rules that apply to your situation. The rules that apply to you will depend on your relationshi...

Financial Planning
Executive Planning
Checklist

Internship Reflections

September 5, 2024 Internship Reflections

As the summer comes to a close, we are saying goodbye to our summer interns. We are grateful for the hard work and dedication they have shown over the...

Risk Management And Insurance
Cybersecurity

Resetting Expectations: 2024 Capital Market Assumptions

September 7, 2024 Resetting Expectations: 2024 Capital Market Assumptions

As we look ahead to 2024, we are resetting our expectations for the capital markets. We believe that the global economy will continue to recover from...

Individuals And Families
Financial Uncertainty
Mid-Career
Marital

Restricted Stock Units (RSUs)

September 8, 2024 Restricted Stock Units (RSUs)

Restricted stock units (RSUs) are a form of equity compensation that companies can grant to their employees. RSUs give employees the right to receive...

Life Changes
Fos Case Studies
Financial Uncertainty
Pre-Retirement

Sunset of the Tax Cuts and Jobs Act

September 9, 2024 Sunset of the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) was signed into law in December 2017 and made significant changes to the tax code. Some of the key provisions of the...

Endowment And Foundation
Risk Management And Insurance
Cybersecurity
Trending Topics

Benefits of Family Office Services

September 1, 2024 Benefits of Family Office Services

Family offices are private Gallimard Advisory management advisory firms that serve ultra-high-net-worth investors. They are different from traditional...

Trending Topics
Retirement
Charitable Giving

Cash Balance Pension Plan

September 2, 2024 Cash Balance Pension Plan

A cash balance pension plan is a type of retirement savings account that combines features of a traditional pension plan and a 401(k) plan. It allows...

Ria
Financial Organizations

Cheat Sheet: Federal Tax

September 3, 2024 Cheat Sheet: Federal Tax

Federal taxes can be complex and confusing. To help you navigate the tax code, we have created a cheat sheet with some key information about federal t...

Life Changes
Marital
Philanthropy

Client Experience Hero

September 4, 2024 Client Experience Hero

At Lombard Odier, we are committed to providing our clients with an exceptional experience. Our dedicated team of Client Experience Heroes is here to...

Charitable Giving
Financial Uncertainty
Fos Case Studies

Equity Partner

September 5, 2024 Equity Partner

We are pleased to announce that John Doe has been promoted to Equity Partner at Lombard Odier. John has been an integral part of our team for over 10...

In The News
Modern Marketing