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 Schlesinger, Gannon & Lazetera, LLP
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 Personal Wealth Consulting




Business & Personal Wealth Consulting

Berdon Business Management enables entrepreneurs, professional service firms, and family business leaders to concentrate on the business without getting sidetracked by the time-consuming demands of maintaining an efficient organization.

Seasoned Team On Call:  Experienced management, operational, tax, and accounting professionals step in to keep your operations running smoothly.

Streamlining Operations:  We find ways to increase efficiency, lower costs, and build a stronger overall operation.

Flexible Service:  Call on us to fulfill specific requirements or to be your total Family Office.

Every individual’s financial picture is a complex web of interweaving elements.  Our Personal Wealth Consulting team includes financial, accounting, tax, and management experts who recognize the subtleties and connect the pathways of this intricate relationship.

Big Picture Thinking:  We immerse ourselves in your big picture to make well-reasoned recommendations that fit your goals and aspirations for managing, growing, and transferring your wealth.

Quarterbacking Your Financial Planning:  Berdon works closely with your attorneys, investment advisors, insurance specialists, and others to ensure that your planning is fully coordinated and in tune with your needs and goals.

Totally Independent:  We earn no compensation or referral fees from any other source, so you can expect advice with you, and only you, in mind.




You may also be interested in...

 Estate/Gift/Trust Planning
 Compensation Planning
 Transaction Structuring
 Succession Planning


Associated Areas

 Billings/Collections/ Disbursements
 Business Management
 Cash Management
 Eldercare
 Family Office
 Financial Consulting
 Matrimonial
 Personal Business Management
 Retirement Planning
 Royalty & Licensing Investigations

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