As your flexible, long-term partner, we work with you to understand, identify and develop an investment strategy that is ideally suited for you. We consider your

     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