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Richard A. Berkowitz, JD, CPA

Founding and Executive Chairman

Nearly 45 years ago, Richard Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its affiliates Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital continue to operate on these principles.

Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, he helps them define their goals and develop strategies to succeed.

Areas of Focus

  • Alternative dispute resolution, mediation and arbitration
  • Financial and tax planning for entrepreneurs and executives
  • Fiduciary services for businesses, individuals and trusts
  • International tax planning for businesses and individuals
  • Mergers and acquisitions
  • Strategic planning for closely held businesses

Education

  • University of Miami - Juris Doctor
  • University of North Carolina – Chapel Hill – Bachelor of Science

Community Involvement

  • Miami Cancer Institute at Baptist Health - Board of Directors
  • The Miami Foundation – Chairman, Board of Trustees
  • Broward Workshop – Chair, Technology Committee; Member, Executive Committee
  • Broward Center for the Performing Arts Foundation - Board of Directors
  • Dolphins Cycling Challenge – Past Chairman, Past Board Member
  • Take Stock in Children – Treasurer, Past Chairman of the State Board, Executive Committee and Board Member
  • Fisher Island Finance Committee - Chairman
  • Florida Council of 100 - Past Member
  • University of Miami – Citizens Board
  • Greater Miami Chamber of Commerce – Trustee
  • Fisher Island Finance Committee – Past Chair
  • FairDistricts – NOW – Treasurer and Board Member
  • Community Foundation of Broward – Past Chairman of the Board, Past Executive Committee and Past Board Member

Affiliations