Family Office
Bernstein Private Wealth Management
New York, NY, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Bernstein Private Wealth Management is a division of AllianceBernstein L.P., specializing in providing investment management and wealth planning services to high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers a range of services including portfolio management, financial planning, and philanthropic advisory. Bernstein is recognized for its research-driven approach and personalized strategies, maintaining a significant presence in the wealth management industry.
Investment focus
Business models
services
Customer segments
Wealth Creators, Family Offices, Business Owners, Foundations & Institutions, Sports & Entertainment, Global Families
Geography
US
Links
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