Who You’ll Work With. Bernstein’s Global Families Institute helps individuals and families with multi-jurisdictional exposure answer complex tax and wealth transfer planning questions. Our mandate is to collaborate with clients’ other professionals, as well as internally, to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer and philanthropy and the investment implementation of these plans. We f...
Who You’ll Work With. Bernstein’s Global Families Institute helps individuals and families with multi-jurisdictional exposure answer complex tax and wealth transfer planning questions. Our mandate is to collaborate with clients’ other professionals, as well as internally, to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer and philanthropy and the investment implementation of these plans. We f...
About Bernstein. Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticate...
