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No two wealth journeys are the same. No matter where you are on the path, we can help you address your most pressing concerns and plan for a more meaningful future.
Guiding your wealth journey
Bernstein’s Family Engagement Institute helps families explore the transfer of wealth-related values and knowledge. We serve as a sounding board for questions concerning family wealth planning, effective stewardship of assets, empowerment of the rising generation, and lasting impact through philanthropy.
Questions…
How do I ensure that my heirs can successfully steward our family’s wealth?
What is the “right way” to begin talking to family about the extent of our fortune? Our values?
.........And Answers
· How do we make collective decisions about our family business and philanthropy?
· How do we prepare for transitions like death, succession, marriage?
· What are other successful, multi-generational families doing?
Success begins with values
Our partnership begins with attentiveness to what matters most to those we serve. Our experience with family wealth planning tells us that the more your decisions are aligned with your values, the more fulfilling and strategic your actions become.
Through guided exercises, we help uncover what matters the most—and the least—to each family member. Then we work closely with you to ensure key findings are incorporated into family wealth planning, governance structures, and wealth strategies.
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