Work with Professional Partners
Our uncommonly collaborative culture extends to our work with trusted professionals and centers of influence with whom we share client relationships.
We have a common goal: to address the challenges our clients face with advice that is always in their best interests. We work as an extension of your team to holistically address clients’ aspirations.
We Can Relate
As part of their day-to-day practice, many trusted advisors and centers of influence encounter clients who are grappling with the complexities of wealth—particularly in the realm of family dynamics.
Bernstein Private Wealth Management established its Family Engagement Institute with the understanding that no two wealth journeys are the same. Throughout our 50+ years of managing wealth for successful individuals and families, we’ve learned the key to achieving lasting, multigenerational success is striking a balance between a family’s financial and emotional well-being. Regardless of where your clients are on the path, or how complex their situation, we offer the technical expertise and empathy required to address their most pressing concerns and plan for a more meaningful future.