Achieve in a Different Arena

Whether you’ve found success on a stage, court, or field, we can help you protect and grow wealth, while building a legacy that will last.

Firsthand Advice

Bernstein’s Sports, Media, and Entertainment group understands the needs of entertainers and athletes because many of us come from the same industries. As a wealth manager, we’ll help ensure your money is working for you during your current professional career. But we’ll be equally mindful of a potential second act.​

Two businesswomen talking in the office

Invest for Impact

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.

The boat drove through the canal along the dam amidst the richness of the forest.

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.

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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.

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Empowering Insights

We publish blogs and a podcast specifically tailored to sports, media, and entertainment professionals. These resources combine expert financial advice with firsthand accounts on a wide range of wealth-related matters.​

The Entrepreneurial Flair

Is funding a business venture in your future? Many entertainers and pro athletes have a flair for entrepreneurship and 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 and other superstars who have already made the leap. We have a proven track record helping business owners flourish.

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Getting the Right Deal for You

Whether it’s cryptocurrencies and blockchain—or private equity and streaming—the economics of the entertainment industry continue to evolve. You need a financial advisor who delivers timely, objective analysis to help you determine the likelihood that any given deal will meet your spending, tax, and charitable goals.

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Should you sell your music rights?

Financial decisions—including whether to sell a song catalog—can echo for decades to come. Our proprietary modeling helps weigh the potential benefit of selling today versus continuing to receive royalties.

Featured Insights

Athletes and entertainers bring something extra to the field of philanthropy. By leveraging their popularity, they can use their stature and cultural influence to make their impact exponentially larger.

The opportunity for songwriters and producers to sell their song catalog has never seemed more alluring. What's yours worth, and does a sale make sense for you?

Erik Moses’ journey to NASCAR track president was circuitous. With his hopes of becoming a player agent dashed in law school, Erik moved from practicing private law to corporate roles before finding his legs in the sports world as Washington DC’s Sports& Entertainment Commissioner. Today, Erik is building a bridge to NASCAR. As the first Black track president, Erik feels the responsibility to construct a brand that is valuable to the community while pushing against stereotypes.  

Female black tennis player hitting a serve during a tennis match, shot against a black back drop, March 3rd 2020.

Inclusion Is a Choice

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

Team Players

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

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Get in Touch

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

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