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 investment management and financial planning services for high-net-worth individuals, families, and institutions. Founded in 1967 and headquartered in New York City, the firm offers customized wealth strategies, including portfolio management, tax and estate planning, and philanthropic advisory. Bernstein is recognized for its research-driven approach and fiduciary commitment, maintaining a significant presence in the private wealth management industry.
Investment focus
Customer segments
Wealth Creators, Family Offices, Business Owners, Foundations & Institutions, Sports & Entertainment, Global Families
Geography
US
Links
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