Bernstein Private Wealth Management

Bernstein Private Wealth Management’s Boston office advises individuals, families and entrepreneurs on wealth management and the complex financial questions that come with it. The firm describes itself as combining decades of experience and global resources with the attentive style of a boutique, summed up as “local when it matters, global when it counts.” The Boston team works especially closely with founders and executives in the life sciences and biopharma industries.

For corporate professionals juggling complicated compensation packages, advisors use modeling and tax mitigation techniques, along with tailored 10b5-1 selling plans, exchange funds, hedging strategies, family wealth transfer and charitable giving plans. Clients also gain access to a network of corporate attorneys, accountants, investment bankers and consultants. Planning conversations start with questions like what matters most to a client and how they want to leave their mark.

What to Know

• The Boston office partners with the Boston Public Library on an Entrepreneur-in-Residency program for local entrepreneurs, especially from underserved communities.
• Bernstein is part of the global investment firm AllianceBernstein.
• The firm emphasizes developing talent from within, with many senior leaders having started in junior roles.
• The office is a member of the South Shore Chamber of Commerce.