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Berkshire Advisors, Inc. - Multi Family Office “We don’t just manage wealth We help you manage life"
Berkshire Advisors Inc. is pleased to provide these services to all Multi Family Office Clients Our focus is on consolidating your life's financial, investing, business, and administrative tasks.
Our service categories include: -- Personal Investment & Financial Planning -- Small and Middle Market Companies -- Personal Succession & Estate Planning -- Personal Administrative
Small and Middle Market Companies
Personal Investment & Financial Planning
401K Administration
Asset Allocations
Business Succession Plan
Financial Planning
Mergers & Acquisitions
Investment Manager Vetting
Liquidity Providers
Merchant Banking
Procuring Credit
Investment Banking & Commercial Credit
Equipment Leasing
Consumer Credit & Mortgages
Insurances
Private Banking
Personal Succession & Estate Planning
Personal Administrative
Estate Planning
Data Aggregation with Online Access
Living Will's & Basic Will's
Bill Paying
Trust Account Set Up
Coordinate & Prepare Tax Returns
Insurance Trusts
Personal & Small Business Book Keeping
