A Family Affair

Whether you’re a global family or one in transition, we have the expertise to meet your needs. 

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Global families have complex needs

Cross-border complexity can feel like a maze. We help global families navigate intricate trade-offs and taxing situations by offering sophisticated solutions and seamless advice.​ 

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A partner for families in transition

We understand the emotional toll on individuals navigating disruptive financial periods like divorce. Partnering with a thoughtful financial advisor can help restore order to your world. 

Live with wealth on your own terms

The Bernstein Family Engagement Institute is a dedicated group of trained, certified professionals with experience helping families explore the transfer of wealth related​ values and knowledge. We believe that uncovering a family’s priorities—including their values and philanthropic goals—is fundamental to developing a successful legacy.

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