Genealogy & Asset Recovery Specialists
Your Entitlement.
Reunited.
Connecting Individuals & Companies with What Is Rightfully Theirs
Berkshire Advisors is a recently formed family-owned Australian firm. The individuals involved have over 40 years of expertise in ASX financial investments, estate planning, and unclaimed entitlement recovery. Using our proprietary genealogy data, we locate and reunite beneficiaries with lost assets at a maximum fee of 15%. No win, no fee.
No Win, No Fee
Family-Owned & Operated
Experienced Share Registry Knowledge
Proprietary Genealogy Database
Australia and International Coverage
OUR SERVICES
What We Recover For You
From forgotten share portfolios to complex estates and deregistered companies Berkshire Advisors specialises in identifying, tracing and recovering entitlements that are rightfully yours.
We liaise with ASX share registers to identify and recover lost or unclaimed shareholdings, including accumulated dividends, from companies listed on the Australian Securities Exchange, past and present.
Using our proprietary genealogy data, we establish family trees, trace missing next-of-kin and locate unknown beneficiaries.
We assist executors and trustees in administering complex deceased estates and help ensure that all entitlements, including hidden or forgotten assets, are properly accounted for.
Former employees, company restructures and name changes often leave share plan entitlements unclaimed. We specialise in locating and recovering these corporate entitlements for both individuals and organisations.
We locate, identify and recover these forgotten financial assets for individuals and deceased estates.
We offer a concessional fee structure to charitable institutions where they request our services.
HOW IT WORKS
Simple Transparent,
Risk-Free
We Contact You
Our researchers identify a potential entitlement belonging to you or a family member. We reach out with an outline of what we’ve found and how we can help – with no obligation to proceed.
You Engage Us
If you choose to proceed, we provide a clear agreement outlining our maximum 15%+GST success fee. No upfront costs, no hidden charges. We begin the full investigation and recovery process.
We Do the Work
Our team manages all documentation, communications and share registry submissions on your behalf. We handle the complexity so you don’t have to.
You Receive Your Entitlement
Once recovered, your entitlement is transferred to you directly. Our fee, capped at 15%+GST, is only deducted from successfully recovered funds. No recovery, no fee.
“We believe you should keep the majority of what is rightfully yours. Our maximum fee of 15% is significantly below industry rates of 25% and above and reflects our commitment to fair, transparent recovery.”
WHY BERKSHIRE ADVISORS
The Difference
Is Clear
We combine decades of ASX financial expertise with proprietary genealogy data – at a fee structure that puts more money back in your hands.
Maximum 15% Fee - Capped & Transparent
Family-Owned - Not a Corporate Investor Vehicle
Proprietary Genealogy & ASX Data
Faster. Simpler. End-to-End.
OUR EXPERTISE
Decades of Specialist Knowledge
Berkshire Advisors has been operating at the intersection of ASX financial markets and genealogical research for over four decades. Our founders built this business from the ground up, developing proprietary data systems and specialist knowledge with share registries, legal practitioners and government agencies across Australia.
Unlike firms that have been recently acquired by outside investors, we remain entirely family-owned. This means our interests are always aligned with yours, not with institutional shareholders or external capital structures.
Our genealogy research (developed and maintained in house) enables us to trace beneficiaries across generations, borders and complex family structures.
OUR PEOPLE
The Team Behind Your Recovery
Lewis Vassos brings more than 40 years of experience across stockbroking, financial markets, corporate transactions and ASX-listed companies. He commenced his career in 1982 as an operator on the floor of the Melbourne Stock Exchange and has since built deep expertise working with high-net-worth clients, listed companies and market counterparties.
At Berkshire Advisors, Lewis provides specialist guidance on matters involving ASX-listed securities, share registers, corporate entitlements, unclaimed shares, dividends, deceased estates and complex recovery matters. His long-standing knowledge of the Australian share market, corporate placements, new issues, IPOs, superannuation and wealth strategies assists Berkshire Advisors in identifying, assessing and progressing recovery opportunities with listed companies, registries and other relevant parties.
Lewis is a Practitioner Member of the Stockbrokers and Investment Advisers Association and has completed the Financial Adviser Exam. He also holds qualifications in applied finance, stockbroking, margin lending and superannuation.
As Chairman & Specialist Consultant, Lewis supports Berkshire Advisors with strategic oversight and market expertise, helping ensure clients receive a professional, informed and outcome-focused approach when dealing with ASX-listed counterparties and financial entitlement recovery matters.
Dean Vassos is Research Director at Berkshire Advisors, where he oversees the firm’s research across probate, genealogy, unclaimed entitlement searches and asset recovery matters.
Dean completed his secondary education at Trinity Grammar School, Kew and is currently studying a Bachelor of Commerce at Monash University’s Clayton campus. Through his work at Berkshire Advisors, Dean has developed strong practical knowledge in identifying and investigating unclaimed entitlements from various sources across Australia, including government registers, share registries, estate records and other public databases.
Dean has also developed a keen interest in genealogy and probate-based research, particularly in tracing family connections, identifying potential beneficiaries and assisting with complex entitlement recovery matters. He is currently completing the CPP30619 Certificate III in Investigative Services, the course associated with private investigation licensing in Victoria.
As Research Director, Dean leads detailed research, document review and entitlement verification processes, helping ensure potential claims are investigated thoroughly and rightful beneficiaries are identified with care, accuracy and professionalism.
Could You Have an
Unclaimed Entitlement?
Australia holds over $23.5 billion in unclaimed assets. Many rightful beneficiaries are entirely unaware of what they are owed. Our team can investigate, at no cost to you unless we succeed.