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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

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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

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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. 

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