BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning and compliance; business valuation; succession planning; IT consulting; and project management.

Private Health Management (PHM) is a distinctive healthcare company solving complex healthcare problems to help individuals get well and stay well. Whether managing routine and preventative care or addressing serious or complex conditions, PHM’s rigorous integrated approach facilitates access to the latest science-backed information, top specialists, advanced diagnostics, and cutting-edge treatments. 

Our deep and trusted relationships allow us to gain access and expertly navigate the complex healthcare system on behalf of our clients. By maintaining independence from all providers and payors, we keep our members’ interests at the heart of every care decision. 

For more than 16 years, PHM has managed complex cases across the entire spectrum of medicine including cancers, cardiovascular disease, neurological issues, autoimmune disease, and major health issues that have defied diagnosis. PHM consistently delivers optimal care, helping people live healthier, longer lives. 

The most important decision you and your family members make is choosing the right life partner. We help you invest wisely in making the right relationship choice that aligns with your values, lifestyle, interests and family values. Whether it is the first time or a new chapter in your life, we are your trusted partners. We provide curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. Learn More >

Our mission is to fund technology in aerospace & defense, enabling important advancements in the defense of the United States and its allies.  Partnering with industry leading companies, our investment structure provides strong, risk adjusted returns uncorrelated to public equity markets and turbulence in the global economy.

The Expedited Climb Capital team, led by Air Force veteran David Rikkers, has sourced and executed deals valued at over $1.5 billion. This experienced team brings a new approach to solving the financial challenges of the most innovative companies in today’s competitive markets.

Libretto is your control panel for building family office portfolios and streamlining advice delivery to complex private clients. Customized to reflect your investment philosophy and wealth management delivery, Libretto helps you build “completion portfolios” that recognize each family’s private assets, alternatives, entity structures, risks and multi-generational objectives. The result is a personalized financial strategy that unifies investment and wealth management solutions.

Summitas provides a centralized client operating platform that gathers data from multiple sources, including user-generated content, to simplify operations, increase communication, and organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses. 

Rosewood Hotels & Resorts manages a global collection of 31 one-of-a-kind luxury hotels and resorts in 18 countries. Each Rosewood® property embraces the brand’s A Sense of Place philosophy to reflect the individual location’s history, culture and sensibilities. The Rosewood collection includes some of the world’s most legendary hotels and resorts. The properties can accommodate individual stays as well as signature events ranging from midsize to buy outs. Rosewood’s world-renowned service levels support the brand’s commitment to curated, bespoke programs enriching experiences with a sense of discovery and inspiration for every destination.