What’s the best way for people to put their wealth in perspective?
Every family has a distinct history, set of values and hopes for the future. That perspective matters because it should help shape the technical planning they put in place for their wealth. In my work at Bernstein, I help clients reflect on the experiences that have shaped them, name what matters most and define the legacy they hope to build. Those priorities become a “North Star” for decisions around governance, philanthropy, education and estate planning. I find it deeply meaningful to be part of a firm with a dedicated approach to helping families connect the personal side of wealth with the planning strategies designed to support it.
Tell me about the types of clients you work with.
I have the privilege of working with individuals, families and business owners around the world who want their planning to reflect more than financial complexity. Many are seeking a deeper understanding of what their wealth means to them, what they hope it will make possible and how those intentions can be carried forward. When values and priorities are expressed through thoughtful planning, families can make decisions with greater confidence.
Which book had the most profound impact on you and why?
Strangers in Paradise had a meaningful impact on me because it captures the experience of first-generation wealth creators who are navigating a financial reality that is new to them and their families. The book highlights that wealth can bring opportunity, but can also raise important questions about identity, responsibility and belonging. What stayed with me is the idea that each family has the opportunity to develop its own culture around wealth, one that reflects its values, defines roles and responsibilities, and sets clear expectations for how wealth should be stewarded over time.