Elevate Your Success

You’ve worked hard for your achievements on the field. Continue the momentum with your financial success off the field.

Whole Player

You are more than an elite player. You are a son, husband and father—or a business owner, activist, and philanthropist. We’ll design a plan for every facet of who you are.

Male entrepreneur using smart phone while sitting on sofa at workplace

Family Matters

Your legacy is broader than your wealth. How will you convey pivotal moments, mistakes to avoid, and a lifetime of wisdom? Our team can help you transmit values along with financial assets.

Toddler boy (2 yrs) walking on father's feet, closeup

Giving Back

Determining how and when to give to others is not as simple as coming up with a figure on the fly. Learn how you can assess your capacity to give to family, friends, and cherished causes.

152401982
Two business colleagues talking while ascending stairs

First-Hand Advice​

Bernstein’s Sports, Media, and Entertainment group understands the needs of athletes because many of us were once in your shoes. As a partner in planning for your future, we’ll help ensure your money is working for you beyond your playing years.

Businesswoman working in modern open office

Team Players

We’ll collaborate within your professional ecosystem, focusing on whatever is needed to secure your long-term financial success.

The Entrepreneurial Athlete

Is funding a business venture in your future? Many athletes go on to become business all-stars, but how do you know if it’s right for you? We can help with all aspects of the transition—from exploring how much to invest to connecting with former pros who have already made the leap. We have a proven track record helping business owners flourish.

Luxurious restaurant and nightclub in Bosporus Istanbul Turkey

Featured Content

Hit the Big Time? Create a Legacy While Supporting Your Family

You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community?

The Big Stage

Adam Sansiveri, Co-head of Sports, Media & Entertainment, talks to the biggest names in pop culture, sports, and the arts about their private financial lives. 

Are You Ready for Some Football?

Bernstein's Adam Sansiveri hosted our captivating panelists who discussed the adversity faced in the 101st NFL season including the health pandemic and the social justice movement.

Bernstein listens to me, clarifies my goals, is very responsive, and provides advice beyond investments.

- 2019, Client Survey
Group of businesspeople in discussion during project meeting in office

Inclusion is a Choice

Equity and inclusion are core tenants of our culture. We embrace differences and uniqueness while recognizing that certain starting points and obstacles require specific resources to eliminate barriers.

Make an Impact

While philanthropy is one way to promote social change, investing responsibly​ can make a difference, too. But responsible investing is more than just a slogan. It involves real investment choices. We can help you build a portfolio that addresses societal outcomes—in addition to risk and return

Close up of a teacher the kids in the classroom about recycling and saving the environment

Get in Touch

Our team of advisors in 20 cities are ready and able to help you wherever you are. 

Update browser for the best experience

We may not support your browser anymore. For the best experience, we recommend using the most recent version, or one of our supported browsers.