What inspired you to join Bernstein?
The collaborative environment that fuels the firm’s culture and success. We are all team players who come together to provide the best advice and solutions for our clients. Additionally, Bernstein’s culture of both support and self-development is an ongoing inspiration.
What differentiates you from other advisors?
My distinct perspective enables me to see things through a different lens.
I was born and raised in South Africa—the country known as the “Rainbow Nation” for its vibrantly diverse society. Growing up in a post-apartheid country, I was exposed to cultural, ethnic, socioeconomic and religious diversity, which facilitated my understanding of people from all walks of life and my love of building relationships.
Certain experiences and challenges I faced growing up in a complex environment taught me that you can overcome any challenge by focusing on productive outcomes. This perspective has been particularly helpful when working with a variety of clients who have their own distinct experiences, objectives and needs.
What’s the best way for people to put their wealth in perspective?
By determining what is most important to them. Given the many complexities that come with significant wealth, self-reflection is critical. By taking the time to discover our clients’ priorities in life, how they wish to live—and what they envision for their family’s legacy and future, we build a solid foundation for planning that enables them to maintain a strong sense of confidence while helping to achieve their goals.