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Family Office

Berdon has been advising family businesses for more than 100 years. With the rise of single and multiple family offices in recent years, we have a deep understanding of the subtle and direct interplay between the needs of the business and of the family and its 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 office, 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;
  • Developing education funding plans;
  • Leveraging personal business management services; and
  • Complying with federal, state, local and international taxes.

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