Bernhardt Advisory’s primary focus revolves around our top-notch, personally tailored Family Office services.  Entrepreneurial clients tend to prefer entrepreneurial investments.  For this reason we round out our Family Office Services with dedicated professional services, primarily in Mergers & Acquistions (direct participation) and in Alternative Investments (indirect participation).

Scheme of the topics Family Office and Entrepreneurial Participation

It is not only our opinion, but also the opinion of our clients, that these business arenas are complimentary.  However, we also offer each of these services separately and independent of each other.  As such, we view ourselves not only as broadly-defined financial services provider, but more importantly as a Multi-Family Office, an M&A Boutique and a placement agent.