Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 34 Bruderman Brothers Best Equity Sponsor Advisory Service - New York Bruderman Brothers supports entrepreneurial families looking to capitalize on the growth of their business and ensure that their familial objectives are being properly addressed. We invited Oliver Pursche to explain how the firm achieves this. Company: Bruderman Brothers, LLC Name: Oliver Pursche Email: [email protected] Web Address: www.bruderman.com Address: 10 East 53rd Street, PH Floor, NY NY 10022 Telephone: (212) 244-1460 Bruderman Brothers is a planning based firm which works through its financial planning department in conjunction with its investment man- agement team and multi-family office, with the aim to provide a superior investment process that focuses equal attention on tax exposure, familial and charitable objectives, and investment results. By working collabo- ratively with both internal and external professional teams from the start of the process, the firm are able to ensure that everyone involved under- stands what is needed. Oliver explains how this process ensures that the client receives the overall outcome which they require. “When we first work with any new client we become intricately involved in their life from day one. Our team of highly skilled planners have the experience and talent required to ask the right questions, dig deeper than most are comfortable with and work with outside resources, may they be the client’s attorney, accountant or other professional, to develop a thesis and roadmap that clearly spells out all of the client’s objectives.” The challenges of working within the fast paced financial industry remain the same as they have been – combining cutting edge technology with a personal approach to working with clients in an ever changing environ- ment. Oliver talks us through the firm’s technological offering. “Here at Bruderman Brothers we rely on technology as a strong support- ing mechanism for our highly skilled professionals. We leverage technol- ogy from SalesForce, E-Money, Factset, Bloomberg. S&P CapIQ, Orion, as well as several proprietary developed programs. In addition, we offer client portals and ongoing personal reviews to ensure clients and their other financial professionals understand and know what is occurring.” Looking ahead, Oliver outlines the firm’s growth strategy and focus on growing in a strategic manner in order to preserve the quality of service that it prides itself on. “Moving forward, Bruderman Brothers intends to grow carefully in order to continue to support our current clients as well as new ones. Adding new clients at a steady pace that ensures we are able to maintain our excellence in quality and depth of offerings to every client – current, new and prospective. Based on the needs of some of our Family Office cli- ents, we are discussing the development of a public / private vehicle that would afford certain clients the ability to make Private Equity investments in a more efficient manner than they are accustomed to.” WM16036