Significant Wealth and Complexity
We help clients with substantial wealth and complexity plan for—and live with—that wealth via our Ultra-High Net Worth Platform.
Extraordinary wealth meets extraordinary service
We understand that significant wealth often comes with added complexity. That's why we offer a dedicated center of excellence designed to address the distinctive needs of our highest-net-worth and family office clients.
With Bernstein's UHNW Platform, you can expect fully personalized support for every aspect of your wealth journey. Whether you're looking to grow your wealth, help protect your assets, or secure your legacy, we can help.
Experience the confidence that comes with having a dedicated partner who understands your specific needs and is committed to delivering compelling results.
Simplifying life
We believe that making sense of complexity is the key to great service. That's why you'll get access to everything you need along your wealth journey, all in one place. There's a special kind of relief that comes when a trusted advisor can simplify the complicated for you. Because within the challenges others can't solve lie the opportunities others won't see.
Flexible services
By understanding the many layers of your life, we can serve you better and provide flexible solutions that truly fit your needs. We understand that each client’s circumstances differ, so we offer an extensive menu of services and the freedom to select those that best fit your specific wealth journey. This ensures that you receive the precise support and expertise you need, exactly when you need it.
Personalized strategy
Meeting each client's distinct needs drives us to do our best work. For nearly 60 years, we've tackled the toughest financial challenges with our depth of expertise, advanced modeling tools, and individualized solutions. Discover how we can help you realize your financial aspirations with unrivaled precision and care.
Holistic advice and wraparound services
Below is a just sample of our offering, all of which can be accessed a la carte:
- Exclusive co-investment opportunities
- Integrated volatility and tax management
- Access to credit/securities-based lending
- Support navigating transitions/governance
- Peer-to-peer networking and community building
- Vetted partners (Concierge Medicine, Aviation, Security, Arts/Collectibles)
- Personalized financial curriculums for rising generations
- Proprietary modeling capabilities
We went through an extensive interview process with about 10 firms around the country and your firm absolutely stands far above the rest…
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The Right Fit
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Business Owners & Founders
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Families & Family Offices
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Global Families
Who we serve
As an UHNW client, you gain access to exclusive investment opportunities, private market insights, and a network of influential peers, enhancing your ability to make informed decisions and capitalize on compelling opportunities.
Whether you're a founder, family office, or global family, we recognize that no two UHNW clients are alike—and those are just some of our areas of expertise. Our approach is highly personalized, ensuring that every aspect is aligned with your unique goals, values, and aspirations.
Business owners and venture-backed founders
As a business owner or venture-backed founder, your financial landscape is as dynamic and ambitious as your entrepreneurial journey.
From pre- and post-transaction planning to tapping financial capital, Bernstein's UHNW platform is tailored to address the specific challenges and opportunities you face, providing you with the tools and insights needed to optimize your wealth and achieve your long-term goals.
Families and family offices
Our services are tailored to meet the sophisticated demands of the world's most prominent families. For family offices, Bernstein's UHNW platform is a gateway to innovative strategies and personalized solutions. Whether you’re looking for co-investments or astute guidance on family governance, succession planning, and intergenerational wealth transfer, we can help.
Global families
In an increasingly interconnected world, our UHNW platform ensures your legacy transcends borders. We understand that global families face multifaceted issues such as tax compliance, regulatory differences, and currency fluctuations. Bernstein’s multi-jurisdictional UHNW platform provides comprehensive strategies to mitigate these challenges, allowing you to focus on what truly matters—your family and your future.
Experience the difference
Our UHNW platform is built on a foundation of independent research and a proprietary framework called deep discovery. This approach allows us to truly understand your goals, values, and aspirations, ensuring that our personalized planning is perfectly aligned with your needs.
How do others navigate complexity?
We combine expert advice with real-world best practices from families just like yours. See what others are doing with their wealth.
UHNW Servicing Resources
Aaron Bates
SVP/Senior National Managing Director, Head of UHNW & Growth Strategies
Stacie Jacobsen
Senior National Director, Bernstein Advisory Services
UHNW Advisory Resources
Alex Chaloff
SVP/ Chief Investment Officer & Head of Investment & Wealth Strategies
Unparalleled, personalized attention
Bernstein's dedicated UHNW team places you at the forefront of everything we do. Our specialized servicing team, seasoned advisors, and research-backed recommendations are all tailored around you. Our goal is to anticipate your needs before you even ask, ensuring that every aspect of your financial journey is handled with the utmost care.
Trust us to provide you with a seamless wealth management experience, so that you can focus on what matters most to you.
Featured insights
7/16/24 | Family Office Magazine—Aaron Bates in Family Office Magazine on personalized advisory services for family offices, focusing on purpose, succession planning, and aligned investments.
Our five themes are not necessarily trades for the coming year, but issues that asset owners should consider—even if some implications are longer term.
NEW YORK, September 9, 2024—Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the publication of Wealth Beyond Measure, a research piece specifically developed for clients on its Ultrahigh-Net-Worth (UHNW) Platform.
Exclusive experiences and networks
We understand that managing significant wealth can sometimes feel isolating. That’s why we offer exclusive invitations to connect with peers facing similar challenges and striving towards common goals.
Join our community through Bernstein Summits, study groups, and other intimate events designed to foster meaningful connections and shared learning. Engage with like-minded individuals and gain insights from experts, all while being part of a supportive network that understands your needs.
