The Bertram Group (TBG) ensures this through a personalized, student-first approach grounded in thoughtfulness and warmth. With a genuine commitment to each learner’s success, they support clients through their holistic education services.
What sets The Bertram Group apart is the ability to blend expertise, compassion and strategy into every student’s journey. TBG’s team of experienced consultants caters to students from kindergarten through college and individuals navigating career transitions. Working collaboratively with clients, the team tailors strategies to ensure each learner finds the right academic, social and emotional fit.
“Our advisors meet each student and their family where they are, helping them move forward with confidence,” says Krissy Naspo, Managing Partner.
The Bertram Group assists both domestic and international students with every stage of educational planning, from school placement and college admissions to career guidance and therapeutic program selection. Their work spans a spectrum of learners, including high achievers, performing and visual artists, aspiring athletes, neurodivergent students and those needing additional emotional support. The holistic model ensures structured support in times of setbacks, helping families regain momentum.
The process begins with a detailed review of academic records, teachers’ feedback and social-emotional context, which provides advisors with insight into the student’s capabilities and performance. This is followed by interviews to gain a deeper understanding of the learner on a personal level.
The Bertram Group also collaborates with therapists, tutors and school counselors to build a complete profile. Leveraging their network of schools and programs, the consultants then tailor recommendations with the collected information.
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Our advisors meet each student and their family where they are, helping them move forward with confidence.
Students are guided throughout the process, from acquiring and completing private school applications and preparing for boarding school interviews to drafting college essays and making informed decisions. To ensure ongoing success, The Bertram Group remains connected with families even after matriculation, monitoring the student's progress and assisting when needed.
“Our success comes from the students who have found renewed confidence, reconnected with learning and discovered the school or program that helps full-fill their aspirations,” says Holly McGlennon Treat, Senior Partner.
Numerous success stories reflect the positive impact of The Bertram Group’s assistance. One student, facing anxiety and limited academic engagement at a New York City day school, was recommended a wilderness therapy program by TBG to rebuild social and emotional skills. With continued support, the student transitioned to a boarding school, where he became an academic achiever, a confident peer and an active participant in sports.
In another instance, a student from a Connecticut day school wanted a more engaging environment. With The Bertram Group’s guidance, she found the right boarding school, where she excelled academically, discovered her passion for theater and athletics and graduated top of her class. Consistent support from TBG helped her earn early admission to the University of Virginia.
The Bertram Group’s reputation as a trusted educational guidance provider stems from the team’s integrity and passion for empowering students. Their advisors are resourceful and well-connected within the sector.
By welcoming new advisors and integrating innovative technologies into their educational consulting process, The Bertram Group continues to evolve and meet the needs of clients. Through international expansion and partnerships with schools across the U.S., TBG stays true to their mission.
The Bertram Group stands out in a highly competitive space with a student-centric approach that aligns individual potential with inspiring and supportive environments. With a process rooted in compassion and expertise, they translate aspiration into action, guiding students to discover confidence, purpose and a genuine love of learning.

