Bertram L Levy

Bert is best in class in terms of expertise and professionalism. He is heartfelt in his dedication to the clients and advisory teams he works with.

He has a collaborative approach. He plans ahead and when executing an estate he makes helpful suggestions to put the client and the next generation at ease.

Bert is very punctual, and conscientious of my time. He knows his stuff and refers me to someone else in the firm when necessary. His protocol is very efficient and precise.