Business & Personal Wealth Consulting
Berdon has been advising family businesses for more than nine decades. We have a deep understanding of the subtle and direct interplay between the needs of the business and of the family and the individual members. Our policy is to get to know you, your family, your goals, and your specific needs and concerns, before advising on anything. For the busy, dynamic, and growing family group, we provide the following:
Maximizing the value from family assets
Ensuring that each generation’s goals are met in conjunction with the overall family goals
Strategizing estate and wealth transfer plans
Maintaining separate finances for estate, tax, security, and confidentiality purposes
Facilitating sales and liquidations
Reaping the full benefits from charitable contributions
Billings/Collections/ Disbursements
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