Our Story

Berkis LLP was established by like-minded colleagues whom worked closely together over several years. We realized we shared similar ideas about how a relationship with our clients should and could be different. We shared similar opinions on how to better service our clients while at the same time developing a more satisfying career. We felt that building lasting client relationships based on trust and reliability should be the foundation of our practice. Clients were happier and more satisfied when they had a constant familiar professional (or several of them) to turn to with their business needs.  Accordingly, we made accessibility and continuity of staff a priority in our organization.

With that collective philosophy, our group created Berkis LLP.

These shared philosophies are one of the success factors of Berkis LLP. We believe in a healthy working environment. We are a close-knit team with a long history of collaboration and continuity with our clients. When a financial professional joins our firm they become part of a team where transparency and learning are tantamount to the way we service our clients.  This culture extends to how we work with and relate to businesses and their staff that depend on our services.

With relationships spanning decades, we’ve seen clients through all stages of development: from early structuring and incorporation, to growth, international expansion, organizational changes, estate transfers and more — each time investing our all in ensuring they come out organized and optimized for future sustainability.