With more than 20 years of experience, Stephanie Berk & Company has built a reputation for thoughtful listening, nuanced understanding, broad expertise and real-world solutions. Our clients also value our instinctive discretion and absolute confidence.

We embrace problem solving that balances the creative and the practical, the need for timely action with the obligation to act responsibly and sensitively. We can be especially helpful if the transition you are facing is complicated by:
  • sheer size
  • distance
  • pressing deadlines
  • competing priorities
  • intergenerational family dynamics
Stephanie Berk & Company accept projects directly from individuals and families, and we also work with trust lawyers, health professionals and realtors to create solutions for clients.