The Way Forward: Planning for Global Families


February 09, 2016

As our business grows and evolves, we’ve increasingly met wealthy families whose members and assets are located around the globe. For these families, navigating an increasingly complex tax, regulatory, and investment landscape around the world can be daunting. Prudent families build a team of professional advisors to guide them through the specific issues they face.

Our new white paper, “The Way Forward: Planning for Global Families,” by Brian Wodar and Moira McLachlan, makes the case for why Bernstein should be a part of that team for any wealthy global family. Using a case study, the paper demonstrates how Bernstein’s planning is the critical first step in helping global families preserve and build wealth—especially when family members are bound for the US.