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Berdon Bulletin 

 
  Services

Client Perspectives

 Schlesinger, Gannon & Lazetera, LLP
 William Kaufman Organization




 Personal Wealth Consulting




Business & Personal Wealth Consulting
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, technology experts, and support staff provide services that range from the general...

  • bookkeeping and bill paying

  • record retention and management

  • personal budgeting
...to the specific

  • Managing the details of multiple residences and vacation properties

  • Acquiring or negotiating leases for homes, automobiles, boats, and aircraft

  • Assessing your insurance coverage to find the plan that fits your needs





You may also be interested in...

 Estate/Gift/Trust Planning
 Estate & Gift Tax Valuations
 High Net-Worth Individuals
 Family Business


Associated Areas

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

Related Resources

 Service Brochure
 "After The Divorce" FAQs


Related Articles

 Record Retention: What To Keep, What To Throw Out
 For Executors And Trustees: Increased Demands, Growing Complexities, Sharper Scrutiny

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