Comprehensive
Financial Planning

A Family Office Advisory Service

Lyon Bern offers an all-encompassing Comprehensive Financial Planning service, ensuring wealth preservation, growth, and holistic financial solutions for affluent families.

ASSET MANAGEMENT
FINANCIAL PLANNING
ESTATE PLANNING
RISK MANAGEMENT
SUCCESSION PLANNING
COMPLIANCE GUIDANCE
TAX OPTIMIZATION
FINANCIAL EDUCATION
CONSOLIDATION OF SERVICES
MARKET TRENDS & OPPORTUNITIES
NEGOTIATION AND MEDIATION
BENCHMARKING PERFORMANCE

CONSOLIDATION, SUPERVISION & REPORTING

We provide an easy solution to supervise all of your financial accounts together in one safe, secure, and simple platform. Each client's dedicated financial portal offers a complete wealth management website where clients can keep track of their multiple financial and non-financial strategies.

Banking Accounts
Investment Accounts
Insurance Products
Budget & Cash Flow Analysis
Real-time Montecalo Simulators

This tool not only helps our clients monitor their real-time Net Worth, but it also serves as a safeguarding tool where important documents such as Wills, Trust Documents, and even Insurance Policies can be kept and easily accessible in the platform's encrypted Vault.