Comprehensive
Financial Planning
A Financial Architecture Advisory Service
Lyon Bern provides an all-encompassing advisory ecosystem designed for affluent families, business owners, and high-net-worth individuals whose financial lives span across multiple entities, assets, and generations. Our approach integrates planning, portfolio engineering, private capital solutions, and strategic decision-making into one cohesive architecture—ensuring clarity, continuity, and long-term wealth preservation.
We do not treat your financial needs as separate services.
We design a unified strategy that evolves with you, protects your wealth, and strengthens your long-term vision.
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COMPREHENSIVE FINANCIAL PLANNING
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INVESTMENT PORTFOLIO ADVISORY & CONSTRUCTION
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EXIT & TRANSITION PLANNING
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ESTATE & LEGACY PLANNING
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RISK MANAGEMENT
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TAX OPTIMIZATION
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FINANCIAL EDUCATION
OUR CORE ADVISORY SERVICES
Comprehensive Financial Planning
A holistic and ongoing process that organizes your financial life, structures your wealth, aligns goals with resources, and creates a coordinated plan integrating personal, family, and business priorities.
Investment Portfolio Advisory & Construction
Institutional-grade portfolio engineering integrating public markets, private credit, private equity, and real estate alternatives. Includes our flagship models—the LB Stress Free Equity Portfolio and Absolute Return (Defined Outcome) Strategy—as well as risk-adjusted blended portfolios designed for long-term stability.
Exit & Transition Planning
A CEPA-driven framework helping business owners enhance business value, structure liquidity events, and prepare for internal succession, external transition, or full exit—supported by deep analysis, entity coordination, and strategic capital planning.
Estate & Legacy Planning
Designing structures that protect wealth, preserve family continuity, align tax efficiency, and ensure a smooth generational transfer of assets, businesses, and investment holdings.
Risk Management
Integrated assessment and mitigation strategies across investments, business operations, asset protection, income security, insurance design, and multi-entity risk exposure.
Tax Optimization
Holistic tax-aware planning—coordinating personal, business, investment, and trust structures for efficiency. Includes optimization of capital flows, entity selection, portfolio design, and multi-jurisdictional considerations.
Financial Education
Guiding clients and their families through decision-making with clarity and confidence—empowering them to understand their wealth, make informed choices, and develop long-term financial stewardship.