berkowitz pollack brant advisors and accountants

Richard A. Berkowitz, JD, CPA

Founding and Executive Chairman

Experience:

Richard 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, Berkowitz helps them define their goals and develop strategies to succeed.

Nearly 40 years ago, 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 Provenance Wealth Advisors and BayBridge Real Estate Group affiliates continue to operate on these principles.


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


Community:

Broward Workshop – Chair, Technology Committee

The Miami Foundation – Board of Trustees, Treasurer

Dolphins Cycling Challenge – Past Chairman, Board Member

Take Stock in Children – Treasurer, Past Chairman of the State Board, Executive Committee and Board Member

University of Miami – Citizens Board

Greater Miami Chamber of Commerce – Trustee

Fisher Island Finance Committee – Chair

FairDistricts – NOW – Treasurer and Board Member

Community Foundation of Broward – Past Chairman of the Board, Past Executive Committee and Past Board Member


Education:

University of Miami - Juris Doctor

University of North Carolina – Chapel Hill – Bachelor of Science

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