Image of Home Logo

Personal Business Management

For business owners, executives, investors, retirees, the recently divorced, professional athletes, the elderly, and resident aliens, today’s lifestyle leaves little room to attend to personal business. This service relieves the pressure of dealing with all the details, lets you reclaim precious time, increases efficiency, improves organization, and uncovers savings. Our in-house team of personal business management accountants, bookkeepers, and support staff provide services that range from the general…

  • Bookkeeping and bill paying;
  • Record retention and management; and
  • Personal budgeting.

...to the specific, such as:

  • Managing the financial details of multiple residences and vacation properties;
  • Assisting, coordinating, and negotiating, the acquisition or leasing of homes, automobiles, boats, and aircraft; and
  • Reviewing your insurance plans. We look at life, disability, long-term care, and property and casualty insurance policies, and advise on whether appropriate dollar amounts and types of coverage are in place.

Learn more about Berdon’s Business Management/Family Office Services