More Information About Multi Family Office
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      MFO Fact Sheet

      Berkshire Advisors Multi Family Office Profile

      "We don't just manage wealth, we help you manage life."

      Mission

      Berkshire Advisors Multi-Family Office’s mission is to design and construct individually tailored investment plans, by investing in multiple asset classes and only utilizing the asset classes that we believe are best suited to deliver the desired results, while balancing growth, income and risk to attain the goals and objectives of our clients.

      Investment - Management

      The hallmark of Berkshires investment philosophy is to seek the lowest risk approach to providing consistent positive returns under normal market conditions. In an attempt to achieve these results based on a clients risk tolerance, we construct portfolios which often combine uncorrelated and correlated traditional market products. We do not limit asset allocation only to stocks, bonds and ETF’s.

      By reviewing economic trends, we conduct an extensive analysis to determine which asset classes can potentially provide the best risk- return trade off. We are able to eliminate unnecessary exposure to asset classes that are expected to under perform and, therefore, capture relative returns.

      Berkshire is able to match each client’s investment objectives and liquidity needs with the relative returns of favorable asset classes.

      Services For Family Office Clients

      1. Personal Investments Financial Planning
        Asset Allocations
        Investment Manager Vetting
        Financial Planning
        Merchant Banking
        Investment Banking
        Consumer Credit/Mortgages
        Commercial Credit
        Private Banking
        Insurances (Ind., Estate, Corporate)
      2. Business Owners
        401(k) Administration
        Business Succession Plan
        Mergers & Acquisitions
        Liquidity Providers
        Procuring Credit
        Equipment Leasing
      3. Personal Succession & Estate Planning
        Estate Planning
        Living Will's - Basic Will
        Trust account Set-Up
        Insurance Trusts
      4. Personal Administrative
        DATA Aggregation
        Bill Paying
        Coordinate - Prepare Tax Returns
        Personal Book Keeping

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