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Changing the Trajectory
Find out how we’re changing the trajectory for multicultural investors, professionals, and their trusted advisors.
A Commitment to Providing Access
We are committed to providing access and opportunity to diverse and multicultural investors. That means proactively partnering with clients while tapping the wealth of our resources and expertise to address the unique questions of emerging wealth creators.
Our goal is to address the unknowns – experience, exposure, and education gaps that many first generation and emerging wealth creators face – offering an equitable pathway to access and opportunity.
We meet our clients where they are, offering access to a broad range of resources and an equitable approach to achieving deep discovery, financial freedom, and legacy planning.
Inclusion is a Choice
We’ve seen the future—and it’s diverse. Each of us has a different lived experience, but we share a commitment to a fresh perspective on equity, advocacy, responsibility, and investing.
Leading by Example
We believe in proactive corporate citizenship that empowers our people and engages global communities for good.
Fostering Diverse Perspectives
Diverse and inclusive teams generate better ideas and reach more balanced decisions. We believe that tapping into our employees’ unique backgrounds allows us to add more value for our clients.
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A Like-Minded Partner
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Passion & Purpose
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Lift As You Climb
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Trust & Connection
A Like-Minded Partner
We see our clients’ unique experiences, culture, and values as the fuel that drives them along a meaningful trajectory of wealth, influence, and impact. To ensure we’re aligned, we’ve made culture and values central to who we are—just as they are to our clients.
Passion & Purpose
We empower our clients in pursuit of social impact and advocacy through responsible and purpose-driven investing.
Lift As You Climb
We’re always happy to help clients express their philanthropic values in their communities or with cherished causes.
Trust & Connection
Our focus on diversity and inclusion creates an environment where our employees and clients can thrive, succeed, and find trust and connection.
Featured Content
What You Can Do to Tackle Social Injustice
Recent national protests have raised society’s awareness about social injustice and systemic inequity. How can you productively explore the issues and engage your family to be part of the solution?
All Money Is Power
Crisis manager Drew McCaskill discusses the power of multicultural consumers and their impact on culture and US economics.
Responsible Investing: Equity in Education webinar
Back-to-school is fraught with uncertainty this year, as schools grapple with the best way to meet students’ needs. We spoke with an expert panel about inequities in school funding, unconscious bias, and culturally relevant curriculums—along with proven private sector solutions.
Let's Be Honest
The face and hue of wealth is changing, requiring outreach to evolve, too. We believe in the power of honest and open communication and the important role it plays in developing trust with our clients and communities. That’s why we’re not afraid of courageous conversations.
Women & Wealth
Women are controlling more wealth than ever and embracing their economic potential. Explore our unique space for female investors to learn, grow, and come into their own.
Looking for a partner to help fulfill your mission?
Bernstein Endowment and Foundation Advisory Services (EFAS) enables you to focus on what's most important—Your Mission.
Our Offices
Our team of advisors in 20 cities are ready and able to help you wherever you are.