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, a global investment management firm. Founded in 1967 and headquartered in New York City, the company provides wealth management and investment advisory services to high-net-worth individuals, families, and institutions. Bernstein is known for its research-driven approach, offering customized portfolio management, financial planning, and estate planning solutions. The firm maintains a strong reputation in the wealth management industry and operates offices across the United States.
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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