In this edition of our #BernsteinInsights LinkedIn newsletter, learn how Bernstein's experienced #FamilyOffice team can help your family achieve its goals and leave a lasting #legacy. Check it out below and subscribe for more fresh perspectives on topics that matter most when it comes to growing and preserving #wealth.
Bernstein Private Wealth Management
Investment Management
New York, New York 23,038 followers
We serve as true confidants to the most innovative investors, making your dreams a destination & your vision a reality.
About us
We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.
- Website
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http://www.bernstein.com
External link for Bernstein Private Wealth Management
- Industry
- Investment Management
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, New York
- Type
- Public Company
- Founded
- 1967
Locations
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Primary
1345 Avenue of the Americas
New York, New York 10105, US
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Employees at Bernstein Private Wealth Management
Updates
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Ahead of the #jobsreport due tomorrow, CIO Alex Chaloff joined Bloomberg’s Open Interest for an in-depth look at the #economy, #investment strategies to consider, and opportunities beyond #tech. Watch Alex at the 27:10 mark: https://bloom.bg/3X70hDK
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💡 What kind of family office do I need? 💡 Where do I start? 💡 What purpose does our wealth serve? These are just a few of the questions that can come up when considering a #familyoffice setup. Bernstein Senior National Director, Family Office Services, Chelsea Smith offers a broad overview of the many ways a family office can be set up to preserve #wealth for both current and future #generations. Download the white paper here: https://bit.ly/3MxFhRL
The Family Factor: Why Family Offices Manage More Than Finances
bernstein.com
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The Fine Art Group’s Anita Heriot, President, Americas, and Colleen Boyle, Managing Director, Head of Business Development and Philanthropic Strategy, recently joined us to explore the ten key tools and tips for managing the lifetime of a #collection, providing valuable insights and practical advice on how to manage your collection effectively. Anita and Colleen shared 10 key tools and tips for managing your #collection: 1. Define a collection 2. Understand value 3. Track value 4. Buy for value 5. Protect the value 6. Communicate 7. Plan 8. Sell for value 9. Extract value 10. Create a Legacy Thank you Anita and Collen for your insights and expertise! To learn more about The Fine Art Group visit: https://bit.ly/3z0HqT0
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Our Sports and Entertainment practice has extensive experience helping young #athletes navigate the complex world of Name, Image, and Likeness (#NIL) deals. Our long roster of professional athlete clients distinctly positions us to help college athletes maximize their economic potential through NIL #sponsorships. Learn more: https://bit.ly/4dmDE5i
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Last week, we had the incredible opportunity to host the second cohort of our Women’s Mentorship Program at Bernstein Private Wealth Management’s headquarters in #Nashville. This time, we welcomed a dynamic group of #managers and rising #leaders. The retreat was a blend of insightful discussions and invaluable networking that strengthened the bonds within our #community. A highlight of the retreat was a special guest appearance from our Chief People Officer, Cathy Spencer, who joined us for lunch and an engaging Q&A session. Her personal experiences and insights on leadership and mentorship added great depth to the experience, leaving our participants feeling both inspired and empowered. Thank you to our mentors, mentees, and all who contributed to the success of our program. We look forward to seeing how our talented women will continue to excel and inspire others!
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After skyrocketing in recent years, the U.S. national #debt is projected to continue growing at an unsustainable pace. Should #investors be concerned? Bernstein Senior Research Analyst Chris Brigham, CFA joins the latest episode of The Pulse by Bernstein to examines factors that have contributed to the debt’s rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper on bernstein.com “The US National Debt: Debt or Alive.” Listen now: https://bit.ly/4e2bso3
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Senior Investment Strategist Roosevelt D. Bowman III weighs in on the fate of small-caps as the Fed nears its first interest rate cut in four years. Read the full story on MarketWatch: https://lnkd.in/e3PPZBQQ
Powell says time has come for rate cuts. Here's the opportunity for investors.
marketwatch.com
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Understanding the rules governing qualified #distributions and evaluating the long-term financial implications can help #PrivateFoundation managers maximize their impact. Chris Clarkson, CFA, National Director of Planning, Foundation & Institutional Advisory shares some creative strategies to consider. Read more at WealthManagement.com: https://bit.ly/3SWalhP
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From #mentalhealth and addiction issues to #neurocognitive decline and other special needs, families today are living in an increasingly complex world. Arden O'Connor, Founder and CEO of O'Connor Professional Group, joined us recently for a candid conversation about navigating these issues within her own family and how she and OPG have provided comprehensive, personalized support to countless families through some of the most difficult moments of their lives. Arden shared a few key insights: 🔑 It's important to consider all members of a family system with behavioral health issues and to use the least invasive/traumatic method to achieve change. 🔑 Affluent families may see higher acuity with behavioral health issues because money allows natural consequences to be avoided. 🔑 There is hope even in what feels like desperate situations. Thank you, Arden, for your time and expertise. We look forward to our continued partnership with O’Connor Professional Group! To learn more, click: https://bit.ly/4fTwEhW