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What are Private Wealth Management Services?

Updated: Oct 2, 2023

What are private wealth management services

Private Wealth Management Services are more complex than you think.

Private wealth management refers to personalized and comprehensive financial services provided to high-net-worth individuals (HNWIs) or families to manage and grow their wealth. It involves a range of financial advisory and investment management services tailored to the specific needs and goals of the client.

Private wealth management typically goes beyond basic financial planning and encompasses a holistic approach to managing all aspects of a client's financial life. The services provided may include investment management, estate planning, tax optimization, retirement planning, risk management, philanthropy, and other specialized offerings.

Key features of private wealth management include:

Personalized Approach:

Private wealth managers take a personalized approach, taking into account the unique circumstances, goals, and risk tolerances of each client. They work closely with clients to understand their financial aspirations, concerns, and priorities, and develop tailored strategies to achieve their objectives.

Investment Management:

Private wealth managers provide expert investment advice and portfolio management services. They analyze various asset classes, investment opportunities, and market trends to design and manage diversified portfolios that align with the client's risk profile and financial goals.

Wealth Preservation and Growth:

Private wealth managers focus on both preserving and growing their clients' wealth over the long term. They aim to protect assets, mitigate risks, and generate sustainable returns through a combination of strategic asset allocation, active investment management, and risk management techniques.

Comprehensive Financial Planning:

Private wealth managers assist clients with comprehensive financial planning, covering areas such as retirement planning, tax planning, estate planning, and intergenerational wealth transfer. They help clients navigate complex financial landscapes and develop strategies to optimize their financial affairs.

Access to Specialized Services:

Private wealth management often provides access to specialized services and resources that may not be readily available to the general public. This can include alternative investments, private equity opportunities, access to exclusive financial products, and connections to a network of professionals, such as tax advisors, legal experts, and estate planners.

Overall, private wealth management aims to provide high-net-worth individuals with tailored and comprehensive financial solutions to help them achieve their financial objectives, protect their wealth, and effectively manage their financial affairs. The emphasis is on customized advice, personalized service, and a long-term partnership between the wealth manager and the client.

How can I get Private Wealth Management services?

If you are looking for these services, you should look into Wealth Management Firms. At Lyon Bern we are wealth and asset managers with ample experience in the field. If you are interested in seeing if our services could be a right fit for you, please check our website and fill out our 15-minute questionnaire or reach out on the contact section or through our phone.


Wealth & Asset Management in San Juan, Puerto Rico

Asesores Financieros


San Juan, PR | Headquarters Office

252 Ponce de León Ave. Citi Towers Suite 1403 San Juan, PR 00918 ​

PHONE 787-395-7325

Disclosure: Lyon Bern, LLC is a Registered Investment Adviser and is in the business of consulting and advising its clients in wealth and asset management. Each client's diversification between Lyon Bern's portfolios will be made individually and based on the client's Investment Policy Statement. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this document will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Lyon Bern, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with a professional investment advisor. A copy of our current written investment advisory agreement discussing our advisory services and fees is available for review upon request.


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