Bernstein Private Wealth Management New York
Looking for a new financial advisor in NYC?
-
What Sets Us Apart
-
Business Owners
-
Women & Wealth
-
Global Families
Local when it matters, global when it counts
Looking for a financial advisor in New York? Bernstein Private Wealth Management serves as confidants to some of the region's most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management.
What sets us apart from other top wealth management firms in New York? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many founders and business owners count on Bernstein Private Wealth Management’s NYC office for support. Whether you're eyeing the exit, raising capital, or leading a legacy family enterprise, we understand that your financial goals are intertwined with your personal values and aspirations. That's why we're here to help you to achieve both.
We rank as one of the top wealth management firms in New York, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for prominent members of the business community, we're fully committed to your financial success.
Achieve the financial future you deserve
Every woman's investing journey is different, which is why we offer a range of financial resources for every stage. Whether you're running a successful enterprise, blazing a trail in the C-suite, or enjoying a fulfilling retirement, our financial advisors in New York have a wide range of expertise to help you along the way.
We are a community of empowered women who are building stronger, bolder, more fulfilling lives. We offer insights and advice addressing complex financial situations and regularly host networking events so you can meet others with similar aspirations. Together, we can help you unlock an easier path to understanding, managing and maximizing your wealth—and achieving the financial future you deserve.
Comprehensive solutions for cross-border wealth
Managing wealth across borders can be a daunting task, which is why we offer a comprehensive suite of solutions designed to simplify the process. Bernstein financial advisors in New York, and elsewhere partner with dedicated in-house specialists to deliver highly customized investment advice and portfolio strategies for foreign citizens residing in the US, US beneficiaries of foreign trusts, and international family offices.
Working alongside their legal and tax advisors, we help cross-border families tackle the complexities of pre-immigration planning, offshore trusts, and minimizing potential US income, gift, and estate taxes. As an award-winning financial advisor with cross-border expertise, we understand the intricacies of global wealth.
A partner to NYC
As proud members of the NYC community, we feel a deep sense of responsibility to give back and make a positive impact. Many local New York city organizations have benefited from our active volunteer base, including Intrepid Museum, Grace Outreach, and the Hudson Guild, and many others in the metro region. Whether through time, talent, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Ensure your legacy endures
Bernstein Private Wealth Management’s New York team understands that true fulfillment is about more than just numbers on a balance sheet. For multigenerational families, it's about preserving a legacy and passing on values. That’s why our comprehensive services for family offices in NYC includes cutting-edge modeling and personalized tax strategies that align with your family’s values and goals.
Our family office specialists keep you ahead of the curve when it comes to wealth structuring, tax minimization, and governance strategies. We’ll also help you size your allocation to alternative investments, ensuring your family's financial security for generations to come. Let our family office specialists in NYC help you maximize hard-earned success while staying true to your values.
Tax-sensitive investing
When it comes to investment opportunities, the returns you ultimately see are what’s left after taxes and fees. That’s why we focus on minimizing clients’ tax liabilities while ensuring that any fees paid are both justified and competitive.
In fact, our tax-sensitive approach is what sets us apart. We operate under a unified fiduciary umbrella, with a laser focus on minimizing tax impact. Our New York wealth advisors uncover exclusive opportunities that not only enhance your portfolio but also maximize tax efficiency, keeping more of your money working for you.
Experience the power of a tailored investment strategy that prioritizes your financial success and tax savings. Partner with Bernstein Private Wealth Management’s New York office for a smarter, more efficient path to your financial goals.
Our Senior
Leadership Team
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Management
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Advisors and Strategists
-
Curabitur Vestibulum Magna
-
Curabitur Vestibulum Magna
-
Curabitur Vestibulum Magna
Uncertain times, clear advice
Your investments are important to you—they’re your means of reaching your financial goals and achieving better outcomes in life. That’s why Bernstein Private Wealth Management’s NYC office is here to help you explore the opportunities and risks of the world’s capital markets and the innovations that shape them. We understand that in risk-on, risk-off environments, it’s tempting to overcorrect. Instead, we’ll help you overcome your emotions and keep your portfolio on track by lending some much-needed perspective.
Have you fortified your portfolio against unexpected challenges?
While capital markets and the economy are constantly evolving, that’s just one aspect of your wider wealth. For all of life’s important questions—whether you’re assessing your cash flow or philanthropic capacity, analyzing the sale of your business, or planning your legacy—our financial advisors in NYC can help. We serve as both a personal advisor and facilitator, creating a long-term financial strategy to ensure your wealth can withstand unexpected challenges.