Bernstein Advisory Services
Discover bespoke solutions, delivered with uncompromising excellence, with Bernstein Advisory Services.
Innovative, unbundled advice
Navigating significant wealth often requires specialized expertise, but you shouldn't have to deploy your assets to get it. Bernstein Advisory Services offers unbundled advice, giving you the freedom to choose only the consultative services you need, while maintaining your existing financial arrangements. Our team offers solutions tailored to your distinct challenges while ensuring an exceptional level of service—all without compromising your current commitments.
Freedom and Customization
Craft a tailored solution from our comprehensive suite of advisory services. Whether it's research, planning, governance, or community, you have the freedom to completely customize your strategy to your personal vision.
Unbundled Access
Experience the flexibility of accessing world-class wealth management services independently. No need to commit to investment management—engage with us on your terms and benefit from our expertise without constraints.
Tangible Deliverables
Come away with concrete outcomes that empower you to thrive. From sophisticated modeling to tailored leadership programs, our engagements aim to deliver in-scope, actionable results that address specific aspects of complex wealth.
Evolving needs, enduring sophistication
We are committed to understanding and addressing the evolving needs of each client, adapting with precision as those needs change across each stage of wealth. Our flexible service model ensures you receive what matters most–tailored solutions with an unwavering standard of excellence, without an investment mandate.
Join a community of like-minded peers, access sector-specific research insights, and benefit from our rigorous due diligence—all while maintaining the freedom you value. Contact us to learn more about crafting a personalized advisory package that meets your needs.
Precise guidance, transparent fees
Just like hiring a consultant for a specific project, Bernstein Advisory Services allows you to engage us for targeted solutions without long-term commitments. This a la carte approach allows us to deliver what matters most—solutions tailored to you.
What’s more, our transparent fee structure ensures you only pay for the services you select,* aligning costs directly with the value you receive. And if you later decide to transition assets to our investment management platform, you'll receive a credit for a portion of the advisory fee, making your investment even more rewarding.
*subject to a minimum fee
Extending your team
While some of our advisory services are highlighted below, this is just a glimpse of what we offer:
- Proprietary research insights
- Planning and analytics
- Estate planning
- Community building
- Manager selection and portfolio review
- Family engagement and governance
- Education for the rising generation
- Philanthropic services
Professional service coordination
We act as a central hub, seamlessly coordinating with your external advisors, attorneys, and accountants to execute your vision with precision. And our exclusive network connects you with preeminent partners in art advisory, aviation, crypto custody, insurance, and more.