What’s the best way for people to put their wealth in perspective?
It may sound cliché, but nevertheless, it remains true: one can only do three things with their money, which is, spend it, leave it to family or friends, or give it away.
Once a client realizes that their desired lifestyle is achievable after going through Bernstein’s sophisticated, custom-tailored modeling of their financial life, then the question inevitably becomes: well, what now?
I often find clients discover meaningful perspectives through the process of clarifying what financial freedom means to them, and then working with me to design a plan which leverages their wealth to achieve their goals. Will you choose to wield your wealth to secure three generations of descendants or instead, use it to support at-risk populations in impoverished communities? Either way, we are here to help you make the most impact possible with your wealth.
What is the most fulfilling aspect of being an advisor to your clients?
I cherish the opportunity to innovate new capabilities through sophisticated tenacity. I deliver to my clients anything within the art of the possible and continue to bore through the stone until we achieve their desired capability or result. This level of service requires me to understand their business needs, survey the firm’s existing capabilities, and partner with vital stakeholders to bring about the desired outcome. My clients feel valued thanks to a level and quality of service that is as exceptional as they are themselves.
What passions do you pursue outside of work?
In all areas of my life, I am primarily driven by the fear and loathing of boredom. This has resulted in the pursuit of passions that keep me excited and exploring.
I am a lifelong foreign policy and geostrategy enthusiast. I believe that geostrategy, and the resulting macro and micro implications, have a pervasive effect not only on the human experience but also on capital markets.
I’m also a gadget fanatic. I adore cars, watches, and hi-fi. I can often be found driving on a racetrack or tinkering with my stereo.
My number one passion outside of work, of course, is my son Harry.