Richard A. Berkowitz, JD, CPA
Founding and Executive Chairman

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.

More than 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


  • American Institute of Certified Public Accountants – Past Council Member
  • Florida Institute of Certified Public Accountants – Past President
  • International Group of Accounting Firms (IGAF Polaris) – Past World President
  • American Arbitration Association
  • Florida Academy of Certified Mediators
  • American Bar Association
  • The Florida Bar
  • Dade County Bar Association
  • Certified Global Management Accountant (CGMA)

Community Involvement

  • Broward Workshop – Chair, Technology Committee; Member, Executive Committee
  • Broward Center for the Performing Arts Foundation – Board of Directors
  • The Miami Foundation – Board of Trustees, Treasurer
  • Dolphins Cycling Challenge – Past Chairman, Past 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


  • University of Miami – Juris Doctor
  • University of North Carolina – Chapel Hill – Bachelor of Science
Share on twitter
Share on facebook