Profile

Bernhardt Advisory provides individually tailored and innovative financial services in the areas of Family Office, Alternative Investments and Mergers & Acquisitions.  On the basis of our team’s long-term experience in the world of finance, we are in a position to offer a treasure trove of experience, which we put to work for our clients.

In order to achieve an optimum neutrality for our clients, Bernhardt Advisory assists our clients in their selection of trustees, banking partners and other service providers by running “Beauty Contests.”  We have at our disposal an established network of external professionals, such as attorney and accountants, which we can access upon our clients’ approval.