Recognition marks the team’s third win in five years and underscores its cross-border wealth planning work with globally mobile families
New York, NY—September 18, 2026—Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), announced today that its Global Families team has been named Financial Advisor Team of the Year at the 2026 STEP Private Client Awards. The award recognizes Bernstein’s work helping globally mobile families navigate complex cross-border tax, governance and long-term wealth planning needs.
“We are honored to once again receive this recognition from STEP,” said Shelly Meerovitch, Head of Global Families at Bernstein. “For globally mobile families, wealth planning rarely fits neatly within one jurisdiction or one generation. This recognition reflects our commitment to bringing disciplined advice, practical education and close collaboration to help families make thoughtful decisions across borders.”
The STEP judges cited Bernstein’s ability to navigate complex cross-border challenges for globally mobile families, noting the demonstrated impressive outcomes across tax planning, governance and long-term wealth management. They also highlighted Bernstein’s commitment to education and client collaboration, which reinforced its reputation as a trusted partner.
Christopher Opie, Managing Director of Global Families at Bernstein, added, “This is a highly competitive award, and earning it two years in a row sends a clear message to the industry: our team consistently delivers exceptional service, expertise and advice. We are proud that STEP has recognized the strength of our approach and the trust our clients place in us.”
As part of Bernstein’s UltraHigh-Net-Worth platform, Global Families is a dedicated cross-border wealth advisory group serving US and international families, business owners, family offices and their professional advisors. The team provides integrated advice, modeling and reporting across US and international platforms to help clients address tax, regulatory, investment and governance considerations.
The STEP Private Client Awards recognize excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors. All entries are assessed by the Presiding Judges, an international panel of leading industry experts. Winners were announced at the Awards Ceremony on September 17, 2026, at the London Hilton on Park Lane, UK.
About Bernstein Private Wealth Management
Bernstein Private Wealth Management (Bernstein) advises ultrahigh- and high-net-worth clients on planning and living with the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers for its expertise in navigating life transitions through a holistic approach. A flexible process paired with innovative research, sophisticated modeling, and cutting-edge investment solutions also set Bernstein apart. It operates as a business unit of AllianceBernstein (AB), a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients with over $919 billion in assets under management as of August 31, 2026. AB is a subsidiary of Equitable Holdings, Inc. (EQH), a leading financial services holding company that comprises well-established and complementary businesses.
About STEP
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We have more than 23,000 members in 96 countries. STEP works to improve public understanding of the issues families face in this area and promote education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protecting the vulnerable, family businesses and philanthropic giving. Find out more at www.step.org