Family Office Advisory

Lyon Bern's Family Office Advisory service caters to affluent individuals and families, offering a holistic financial solution. We manage assets, strategize financial plans, oversee estate and succession transitions, and mitigate risks. Our expertise extends to philanthropy advice, regulatory compliance, tax optimization, and offering insights on market trends. Through consolidation, we ensure streamlined services, facilitate negotiations, and consistently benchmark performance, embodying the essence of a quintessential Family Office, ensuring wealth preservation and growth.