Call Us Today | 610-376-6970
Family Office Services for Small to Medium Estates
"We don't just manage wealth, we help you manage life. You don't need to be super-rich to enjoy the wealth management benefits of a Family Office".
Mission
Many families with wealth in excess of $100 million create privately owned companies known as family offices to grow and transfer their wealth across multiple generations. Berkshire Advisors, Inc. provides family office services on a contract basis to any family with investable assets of at least $5 million. These "offices" employ individuals to manage a wide range of matters including day to day activities such as investments and estate planning, succession planning, trustee services and trust administration, insurance needs, tax planning and preparation, financing, other business interests, househould employees, payroll, property management, accounting, bill paying, among others.
Customized Investment Management
The hallmark of Berkshire's investment philosophy is to seek the lowest risk approach to providing consistent positive returns under normal market conditions. In an attempt to achieve these results based on a clients risk tolerance, we construct portfolios which often combine uncorrelated and correlated traditional market products. We do not limit asset allocation only to stocks, bonds and ETF’s.
By reviewing economic trends, we conduct an extensive analysis to determine which asset classes can potentially provide the best risk- return tradeoff. We are able to eliminate unnecessary exposure to asset classes that are expected to underperform and, therefore, capture relative returns.
Berkshire is able to match each client’s investment objectives and liquidity needs with the relative returns of favorable asset classes.
Services For Family Office Clients
- Personal Investments Financial Planning
Asset Allocations
Financial Planning
Insurance Needs (Individual, Estate, Corporate) - Business Owners
401(k) Administration
Business Succession Plan - Personal Succession & Estate Planning
Estate Planning
Living Will's - Basic Will
Trust account Set-Up Provided by Legal council
Insurance Trusts Provided by Legal council - Personal Administrative
DATA Aggregation
Coordinate - Tax Return Preparation with Accountant or CPA
CLICK HERE TO DOWNLOAD A PDF VERSION
