Cross-Border Wealth Management
We help both U.S. and international clients of Bernstein Private Wealth Management—and their legal and tax advisors—navigate intricate trade-offs and taxing situations with sophisticated solutions and seamless cross-border advice.
An award-winning wealth advisor with cross-border expertise
When it comes to cross-border wealth management complexities, not all firms have the sophistication level required to truly satisfy global families’ needs. Whether you’re a trust beneficiary, a private business owner or a family office principal, Bernstein Private Wealth Management’s Global Families Institute can help.
Global families, as well as U.S. and non-U.S. investors, look to us for the expertise to address distinct cross-border challenges. In 2021, our team was recognized as “Advisor Team of the Year” by the Society of Trust & Estate Practitioners (STEP)—one of the most influential professional advisory organizations in the world focused on cross-border challenges and solutions.
We grasp the intricacies of global wealth
Working alongside their legal and tax advisors, we’ve helped cross border families, U.S. expatriates and other international investors successfully resolve challenges like:
- Taxing Situations: Complicated and ever-changing local and cross-border income and transfer tax laws
- Fewer Choices: Abrupt account closures or drastically increased minimums by major banks and brokerage firms in the U.S. and internationally due to heightened regulatory costs and reporting requirements
- Disjointed Offerings: Differing advice, fees, offerings, and service levels for US-resident versus family members residing internationally
- Intricate Trade-Offs: The need for proactive cross-border planning expertise—and the ability to quantify choices in a tangible way
Bernstein’s Global Families Institute can help you and your legal, estate planning and tax advisors make careful decisions with the confidence you’re doing what’s best for your family.
Seamless Advice
We offer a single team of cross-border specialists who can serve your global family almost anywhere in the world. This eliminates the need for transitioning experts due to jurisdictional changes driven by where you or your family members reside.
Flexible Footprint
With both U.S. and international (Luxembourg/EU) investment platforms—and the potential to help minimize U.S. income, gift, and estate taxes for international clients—it’s no wonder we’ve become a provider of choice for cross-border wealth management expertise.
Holistic View
We integrate both our advice and fees for multiple family members, regardless of geography or investment platform. And our easy-to-read reporting tailored for global families provides a robust snapshot of portfolios and performance across both U.S. and international investment platforms.
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International Entrepreneurs
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Expatriate Executives
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Family Offices
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Next Gen
International Entrepreneurs
Is now the time to sell your business? It’s difficult to say without quantifying your needs. Our sophisticated modeling helps international business owners—and their legal and tax advisors—determine whether a proposed transaction will be enough to sustain their lifestyle. Many proactive business owners bring us in long before a deal is sealed to provide clarity around tax, wealth transfer and charitable giving strategies.
Dedicated planning team
Our wealth planning professionals with cross-border expertise partner directly with your tax and legal advisors:
- Customizing Bernstein’s high-caliber research while applying state-of-the-art planning and modeling capabilities
- Quantifying the impact of different strategies on total family wealth
- Providing options to evaluate and the confidence to act
Unraveling complexity
Our latest research, “Wealth Beyond Measure”, features deep, one-on-one interviews with 40 UHNW Bernstein families from every major US region and all corners of the globe. One persistent theme? The challenge of managing wealth across multiple jurisdictions. See what else was top of mind for these global families.
What are others doing with their wealth?
See how other global families approach the complexities of wealth in Bernstein's new research, Wealth Beyond Measure. Check out the summary to hear directly from your peers.
Live with wealth on your own terms
The Bernstein Family Engagement Institute is a dedicated group of trained, certified professionals with experience helping global families explore the transfer of wealth related values and knowledge. We believe that wealth management with a cross-border focus starts with uncovering a family’s values and philanthropic priorities. It's the key to developing a successful legacy.
Related Insights
10/25/24 | Crain Currency | As the world becomes more interconnected, families are embracing the opportunities that come with global mobility, leading more Americans to explore their options overseas. Read the full article in Crain Currency featuring Shelly Meerovitch and Chris Opie.
How can families find common ground, and write the script together for responsible investing? Shelly Meerovitch lays out practical steps in a recently published article in the International Family Offices Journal.
5/13/24 | Crain Currency | With careful planning, the U.S. members of global families can benefit from significant tax savings when inheriting assets or receiving gifts from abroad.