Sophisticated Solutions

No two families are alike, but they tend to turn to us for some common themes. 

Exceptional opportunistic investment ideas

We offer a range of unconventional strategies designed to leverage our research platform. These opportunistic services aim to capitalize on market stress while delivering an illiquidity premium. 

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Research today’s big investment themes​

Many family offices look to us as a source of intellectual capital. Our Private Wealth Management group leverages Bernstein’s independent research arm, providing a window into analysts’ original thinking on disruptive industries and trends. 

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Investing Responsibly

Most families have values they hold dear. Now you can ensure your investments reflect them. Our purpose-driven strategies help your portfolio answer to a higher calling. 

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Preparing future leaders

Thoughtful estate plans help families distribute wealth. Shouldn’t there be an equivalent road map for transferring knowledge and values? We help families explore the success behind the numbers. 

State-of-the-art modeling and tailored tax strategies

Whether you’re assessing your philanthropic capacity, sizing an allocation to alternative investments, or investing with after-tax returns in mind, our advanced modeling delivers the clarity you need. 

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Addressing cross-border complexity

Simplify complex planning challenges with holistic, integrated advice and fees for multiple family members, regardless of geography or platform. 

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Our insights

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