MFO Fact Sheet
Berkshire Advisors Multi Family Office Profile
"We don't just manage wealth, we help you manage life."
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
- Personal Investments Financial Planning
Insurances (Ind., Estate, Corporate)
- Business Owners
Business Succession Plan
- Personal Succession & Estate Planning
Living Will's - Basic Will
Trust account Set-Up Provided by Legal council
Insurance Trusts Provided by Legal council
- Personal Administrative
Coordinate - Tax Return Preparation with Accountant or CPA