Bernstein

Report - Wealth Beyond Measure

Description:

We took a deep dive into the complex world of family, wealth, and purpose. What we heard will challenge your assumptions—and reveal the extraordinary ways successful families use their wealth for lasting effect.

One of the most common questions we hear is, “What are others like me doing with their wealth?” Knowing that many of our clients are eager to learn and connect with one another, we had the privilege of conducting deep, one-on-one interviews with 40 UHNW Bernstein families from every major US region and all corners of the globe.

Explore what ultrahigh-net-worth families told us matters most on our website:
Wealth Beyond Measure | Bernstein

Report - The Family Factor: Why Family Offices Manage More Than Finances

Description:

Family office-like structures are evolving, and Bernstein works with all types. That includes outsourced models, which many find cost-effective because they allow for flexibility to work with different providers on an as-needed basis. Ultimately, the best served families are those who assemble a ‘trusted team’ of professional advisors who genuinely care about the family’s needs.

Are you facing a critical juncture in your family's journey? Whether it's the sale of a family-owned business, multi-generational handovers, or the establishment or dissolution of a family office, we understand the challenges that come with these transitions. As the trusted firm for families in transition, we can help your family office navigate these inflection points with intention and thoughtfulness. Read The Family Factor White Paper and take the next step to towards a new chapter of your family's story.