Strategic Advice
As your flexible, long-term partner, we work with you to understand, identify and develop an investment strategy
that is ideally suited for you.
- Personal goals
- financial and tax situation
- investment horizon
- return objectives
- willingness and ability to take risk
- personal preferences to investment styles
- specific investment constraints
our multi-family-office bergos fleming completes our offering with the following services:
- Family Services
- Strategic Investment Advice
- Special Projects
- Reporting & Controlling