Now connecting capital across Switzerland & Italy
21 juillet 2026
For generations, Switzerland and Italy have stood as cornerstones of global wealth management. In the UHNW landscape, securing liquidity should never mean compromising on speed, agility, or discretion. As global UHNW clients seek more agile, tailored financing, Lyford is proud to announce the launch of our specialised capital solutions services across Switzerland and Italy.
When complex scenarios arise, such as sudden inheritance tax (IHT) liabilities, probate delays, or time-sensitive investment opportunities Lyford can deliver the flexibility, speed and discretion that UHNW demand.
Key scenarios where Lyford delivers value:
- Asset Preservation: Avoiding forced sales of premier real estate or high-performing portfolios.
- Cross-Border Agility: Navigating the unique regulatory and legal landscapes of both Switzerland and Italy seamlessly.
- Generational Wealth Transitions: Funding immediate tax liabilities to allow probate to settle smoothly.
An Invitation to the Wealth Management Community
We look forward to collaborating with leading private bankers, wealth managers, and family offices across Geneva, Zurich, Milan, and beyond.
Lyford operates as a specialist private funder to fill the gap left by traditional banking by offering specialised credit for complex scenarios. Founders Matt Meehan and Toby Bundy leverage extensive banking experience to provide the speed and precision required for critical funding scenarios such as tax and probate. Rather than liquidating assets, families use Lyford’s strategic bridge to fund generational needs, settle IHT immediately, or unlock capital for new ventures without triggering tax events.
Contact us for a confidential discussion to discuss specific client needs.
