During our 20-year history of partnering with professional advisors and their clients, we have earned an outstanding reputation for integrity and service and for our knowledge about local communities.
Don't miss these informative seminars where area attorneys will describe the new estate tax changes and the impact on current estate plans.
Our highly experienced investment committee and investment managers help us provide exemplary stewardship for your clients' funds.
We offer a range of giving options to help you meet your clients' philanthropic and financial goals.
We Value your Partnership
Berkshire Taconic provides professional education and industry updates to keep you up-to-date about philanthropic news and trends.
To explore how Berkshire Taconic can help you and your clients, contact Jennifer Dowley, president, at 413.229.0370 or email@example.com
Charitable Estate Planning
Opening a Fund
Services and Resources
Forms and Publications