# Bernstein Private Wealth Management

> Bernstein Private Wealth Management is the private-client arm of AllianceBernstein, advising high-net-worth and ultra-high-net-worth individuals, families, family offices, business owners and institutions. Founded in 1967 by Sanford C. Bernstein on a research-driven, contrarian investment philosophy, the firm pairs portfolio management with deep planning - estate and tax strategy, wealth transfer, family governance and philanthropy - modeled through its proprietary Bernstein Wealth Forecasting System. It manages roughly $153 billion in client assets across more than 20 U.S. offices and one in Tel Aviv.

- **Founded:** 1967
- **Headquarters:** Nashville, Tennessee, United States
- **Founders:** Sanford C. Bernstein (Founder)
- **Team size:** Roughly 4,300 employees associated with the private-wealth business; 20+ U.S. offices plus Tel Aviv, Israel.
- **Products:** Personal Wealth Management, Family Office & UHNW Services, Wealth Management Planning, Specialized Client Practices, Institutional & Investment Research
- **Notable:** Named Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards, Global Families Team of the Year at the 2025 STEP Private Client Awards, Recognized by Billboard (2023-2025) and Variety (2025) as a top business manager for entertainers and athletes

## Products & services

- **Personal Wealth Management** — Discretionary portfolio management and financial planning for high-net-worth individuals and families, spanning global asset allocation, tax-aware investing, and access to alternatives and private markets.
- **Family Office & UHNW Services** — Dedicated platform for ultra-high-net-worth families and family offices covering investment management, estate and philanthropic planning, family governance, and succession strategy; serves 1,290+ families with $37.9B in assets.
- **Wealth Management Planning** — Estate, gifting, tax and wealth-transfer planning built on the four-step Bernstein Wealth Forecasting System and its proprietary Capital-Markets Engine, which simulate thousands of scenarios to frame 'core' versus 'surplus' capital.
- **Specialized Client Practices** — Tailored advisory for business owners (pre/post-liquidity), corporate executives (equity compensation and diversification), global families (cross-border tax and governance), and nonprofits and endowments.
- **Institutional & Investment Research** — Research-driven investment strategies and manager selection drawing on AllianceBernstein's global research platform, including responsible-investing options.

## Achievements

- Named Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
- Global Families Team of the Year at the 2025 STEP Private Client Awards
- Recognized by Billboard (2023-2025) and Variety (2025) as a top business manager for entertainers and athletes
- Grew its UHNW platform to 1,290+ families and $37.9B in assets with a 12-year average client tenure
- Manages approximately $153 billion in client assets (as of September 30, 2025)
- Opened a flagship New York office at The Spiral, Hudson Yards, in 2024

## Latest updates

- **2025-09** — Won Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards; firm-wide client assets reported at ~$153B as of September 30, 2025.
- **2025-07** — Announced new UHNW leadership appointments to support inorganic growth, expanding the family-services and growth-strategies teams.
- **2024-09** — AllianceBernstein and Bernstein Private Wealth Management opened a new New York City office at The Spiral, 66 Hudson Boulevard, Hudson Yards.
- **2024-01** — Expanded its Ultrahigh-Net-Worth Platform and named three senior executives - Amanda Bohr, Jeremy Lam and Emily Neubert - to deepen family-office, credit and multigenerational services.

## Links

- Website: https://bernstein.com
- LinkedIn: https://www.linkedin.com/company/bernstein-private-wealth-management
- Twitter/X: https://twitter.com/BernsteinPWM
- Facebook: https://www.facebook.com/BernsteinPrivateWealthManagement

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Last updated: 2026-08-12