
Wealth PartnersThe Berry Ospina Team
Awards and Industry Recognition




Barron's
Forbes
Welcome
At The Berry Ospina Team, we are privileged to advise a highly accomplished clientele, helping them unify multiple facets of their wealth to pursue their goals more precisely. A close-knit team, we are unified by our dedication to client well-being and our commitment to a high-performing service model that appreciates the distinctive needs of our clientele.
The clients who engage our advice tend to have busy lives and complex finances. We are skilled in helping them clarify their financial picture, discerning opportunities to grow and preserve their wealth more effectively. Many of the clients we advise are technology executives, real estate investors and entrepreneurs. Others are nonprofit organizations and institutions. To each relationship, we bring a genuine interest in what matters to the clients we advise—their goals, concerns, aspirations and needs.
Each client, we believe, has a singular story—one that we are gratified to be a part of, supporting their efforts to derive greater satisfaction and fulfillment from their wealth.
A perspective shaped by experience
The leaders of our team, Brett Berry and Reynolds Ospina, have worked with ultra-high-net-worth families for decades. As a result, they are deeply immersed in the intricacies of substantial wealth. Brett holds the CFA®certification—widely regarded as the most esteemed investment credentials in the industry. Reynolds, in turn, leads the team's financial planning initiatives, discerning the full scope of a family's holdings and identifying possible gaps, risks, redundancies and inefficiencies.
Our team is skilled in addressing the following needs:
- Tailored investment management. We look to advance the productive growth of client assets through a broadly diversified, multi-asset investment approach that is strategic, more than tactical. Our approach is both tax-sensitive and capital-gains sensitive.
- Wealth transfer initiatives. We often advise two and even three generations within a single family. Our objective is to help families capitalize on opportunities to reduce the tax burden on the passing of a patriarch or matriarch. We advance this goal through trust structures and philanthropic strategies designed to reduce their taxable estate, applying our knowledge of estate planning.
- Wealth planning. We view planning as an essential component of our outreach, allowing us to address key issues across the context of client wealth. Some of these concerns are quantitative, such as liquidity, cashflow, concentrated risk, tax analysis, pre-transaction planning and retirement planning. Others are qualitative, such as family wealth dynamics, nextgeneration stewardship, and long-term aspirations. We weigh these variables thoughtfully, helping clients uncover a more direct pathway to their objectives.
A high-achieving culture
Our overarching goal as a team is to make clients' lives easier and less stressful. Brett Berry and Reynolds Ospina are joined in this effort by our exceptional team members, Nhi Nguyen, Carson Schmick and Tricia Yu. Together, we look to deliver a client experience founded on customization and careful execution. We take pride in alleviating client stress, getting things right the first time, and reducing the administrative burdens of wealth.
Our team culture is high striving:
- We listen attentively to clients, learning from them as much as we share our own knowledge. We believe in gaining a full appreciation for a client's situation before we prescribe any action.
- We are passionate in our desire to help, tackling issues, solving problems and maintaining steady momentum on long-term initiatives.
- We collaborate well as a team, delivering a consistent experience and advancing clear communication with a client's external tax and legal intermediaries. Together, we look to have a significant, positive impact on the people we advise.
Meet Our Team
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now