BERKSHYRE GROUP
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Welcome to innovative Wealth Management, where we build for this generation and the next ones to come.
Our Purpose
Representing multigenerational wealth
With decades of experience operating and investing in both private and public high growth companies, we are committed to a hybrid investment strategy for our clients, fusing traditional portfolio theory with a modern approach to wealth creation. Our access to unique investment opportunities, special situations, and partnerships with some of the most prestigious Private Equity firms, allows us to craft and execute portfolio strategies beyond the traditional family office approach.
Our Philosophy
Wealth creation during a longevity revolution
We are currently amidst multiple social, economic and lifestyle shifts. Industries are being reshaped, technology has fully democratized the access to real time information, and science has evolved at an unprecedented pace, increasing life expectancy far beyond projected just a few years ago. Humans are now outliving their assets, due to outdated portfolio management strategies, over-leveraged in stocks, bonds and fixed income, and without enough exposure in emerging asset classes focused on outsized returns.
Our firm's belief and philosophy is rooted in creating outsized returns with an untraditional risk profile to achieve them. Our goal is to create sustainable wealth succession, ultimately creating a foundation for compounded generational wealth.
We pride ourselves in securing access to highly qualified private and special investment opportunities to drive untraditional portfolio returns. Our relationships are rooted in the most prestigious Private Equity, Venture Capital and Real Estate networks.
Our team operates in the highest levels of commitment, integrity and transparency.
Our DNA is solidified in protecting legacies.
CONTACT
Berkshyre Group & Berkshyre Investment Company
12333 Sowden Road, Houston, Texas 77080