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Bernstein Private Wealth Management Recognized Again

In a remarkable achievement, Bernstein Private Wealth Management has been honored for the second time with the prestigious title of Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners (STEP) Private Client Awards. This recognition underscores the firm’s exceptional skills in managing cross-border wealth for ultra-high-net-worth (UHNW) clients, a service that is becoming increasingly vital in today’s global economy.

A Testament to Excellence

This award highlights Bernstein's commitment to navigating the complex financial landscapes that UHNW families face. The Global Families team at Bernstein, co-headed by Shelly Meerovitch, received the award for its unparalleled service and expertise in addressing the unique wealth management needs of its clients. Meerovitch expressed her pride in being recognized by STEP, relating the accolade to the firm’s dedication to providing personalized and sophisticated wealth advice tailored to the complexities of cross-border challenges.

Understanding Cross-Border Wealth

The uniqueness of UHNW clients often involves diverse assets and investments spread across multiple jurisdictions. Bernstein’s dedicated team provides strategic guidance on several fronts, including global tax planning, regulatory challenges, and investment strategies tailored to each family's unique circumstances. Such intricate planning is essential for clients who operate internationally, as it can significantly impact their wealth preservation goals and financial legacies.

Innovative Solutions and Education

Bernstein doesn't just rely on traditional advisory methods; it embraces innovative solutions that further enhance client service. This includes next-generation education initiatives, bespoke offshore investment platforms, and cutting-edge research tailored to the specific needs of its clientele. The firm places a strong emphasis on ethical practices and building long-term relationships, which differentiates it from many other wealth management firms in the industry.

Managing Director Christopher Opie remarked on the recognition, noting that it reflects the team's passion and dedication. His comments emphasize how the firm is committed to helping families navigate complex wealth issues confidently, ensuring they meet their goals regardless of the challenges they face.

The STEP Private Client Awards

The STEP awards are highly regarded in the financial services community, celebrating excellence among private client advisers globally. This year, there were 337 entries from 25 different countries, showcasing the high level of competition and the caliber of talent present. The awards were announced at a ceremony held at the London Hilton on Park Lane, affirming the international scope and significance of the recognition.

Bernstein's Asset Management

As of June 30, 2025, Bernstein Private Wealth Management manages $144 billion in assets, illustrating its prominence within the investment management sector. As part of AllianceBernstein, which manages over $829 billion globally, Bernstein stands out for its innovative approach and robust expertise in managing complex wealth scenarios.

About Bernstein Private Wealth Management

Bernstein specializes in advising affluent clients on the intricacies of wealth management. Their holistic approach takes into account not only financial theory and models but also personal nuances unique to each family. With headquarters in Nashville, TN, Bernstein is strategically positioned to assist clients in various wealth management needs while delivering a level of service that has garnered industry-wide recognition.

For more information about Bernstein and its services, visit Bernstein.com.