Let’s connect!
Who We Serve

Insurance Brokers & Agencies

Who We Serve

Advising on Compliance Demands and Financial Concerns

For closely held insurance businesses of all types, Berdon helps you manage and balance the competing demands of government and business with personal wealth and family concerns. We keep a constant watch on evolving government regulations and find ways to help you meet requirements while limiting the strain on your financial circumstances. To help drive your business, we find advantageous approaches to maximizing investment income; separating operating funds and investment monies; tracking premiums; and evaluating potential mergers, acquisitions, and sales. At the same time, Berdon personal wealth advisors are available to provide income tax planning and find ways to protect family interests, transfer wealth, and prepare for retirement and transition the next generation of management.

Related Topics

Hot Topics/Insights

February012023

New York (February 1, 2023) – Citrin Cooperman Advisors LLC (“Citrin Cooperman”), one of the largest and fastest growing professional services firms in the United States, announced today that they […]

January312023

By Jonathan San Solo and Michael Mishik 1.31.23 | Practice Made Perfect As the world continues to move beyond the pandemic, we are beginning to see an increase in business […]

January272023

1.27.23 | Michael Cohen refers to historical data as an indicator of forces at work in 2023 and draws similarities to previous downturns. In examining current issues, Cohen weighs the […]