Family Office Services

Allen C. Berg, CPA, CFP®

Managing Director

MST

  • Industry Start

    1970

  • Education

    University of Illinois, BS

    DePaul University, MST

Allen C. Berg has over 45 years of experience in all aspects of individual income taxation, estate and trust taxation, financial planning and investment advisory services. Allen began his career with Seidman & Seidman (BDO) in 1972.  In 1980, he founded the certified public accounting firm Berg, DeMarco, Lewis, Sawatski & Co. (BDLS), which grew to an 85 person firm.  BDLS was sold to H&R Block in 1999. In November 2003, he formed BNR Partners, LLC.  BNR was a multi-family office supporting and servicing a core of prominent high net worth families. Allen’s team focuses on providing clients personal attention and knowledgeable advice and is committed to treating them as if they were part of their own family. Allen earned his Bachelor of Science degree in Accountancy from the University of Illinois, as well as, his Master of Science in Taxation from DePaul University. He is a Certified Financial Planner, member of both the American Institute of Certified Public Accountants and Illinois CPA Society. Allen is active in his community as a member of the University of Illinois President’s Council, a member of Board of Directors of JCC of Chicago and a trustee of Briarwood Scholarship Foundation.