Bernhardt Advisory

Bernhardt Advisory provides a broad spectrum of financial services to affluent private customers/investors, families and single family offices, as well as to institutional investors.

Bernhardt Advisory’s primary focus revolves around our top-notch (First Class), personally tailored Family Office services.  These services encompass comprehensive consultation, beginning with wealth management, through to capital investments, reporting and family office.  At Bernhardt Advisory, we have found that many family office mandates are increasingly looking beyond standard investments, such as stocks and bonds, toward investments with an entrepreneurial focus.  As such, we have rounded out our financial services with an entrepreneurial component, primarily consisting of Mergers & Acquisitions (direct investments) and Alternative Investments (indirect investments).

The cornerstones of Bernhardt Advisory are our independence and our professionalism.  We do not offer our clients a “standard,” but provide them individually tailored solutions for their specific needs.