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