Bernstein Private Wealth Management

What's next for the #economy and the #markets? Tune in to our mid-year outlook video for predictions from Alex Chaloff and Maura Pape on the #Fed's next steps, #inflation, the #election, and more. Watch the full video here: https://bit.ly/3zDMbll

For some athletes, #NIL is more than just compensation for their name, image, and likeness. Instead, they view it as an opportunity to be strategic investors in the actual businesses themselves. Adam C. Sansiveri and Stacie Jacobsen share their insights and what to consider when evaluating #privateequity offers in Sports Business Journal: https://bit.ly/4dnDN8n

Many private #foundations exceed the 5% minimum required distribution, but is this always the best approach? Understanding the rules governing qualified distributions can help you evaluate the long-term financial implications. Check out ways to maximize the impact of your foundation distributions: https://bit.ly/4d2h3um

How can #familyoffices ensure that all siblings feel heard and included in decision-making? In this piece for Crain Currency, Chelsea Smith and Anne Bucciarelli, CFA share strategies for breaking down silos and fostering a sense of unity and #collaboration: https://bit.ly/3Y4R8O9

In the first edition of our #BernsteinInsights LinkedIn newsletter, we share guidance for #businessowners. Check it out below and subscribe for more fresh perspectives on topics that matter most when it comes to growing and preserving #wealth!

Yesterday, our #Bernstein team was proud to ring the Closing Bell at the NYSE to celebrate nearly 60 years of empowering our clients to navigate the complexities of #wealth and achieve a more prosperous and meaningful future. Check out some photos from the day! 📷 credit: NYSE

Check out our #Bernstein team ringing the NYSE closing bell today!

With so many factors at play in the broader market — interest rate cuts, rising national debt, and election-related turmoil — positioning your #portfolio may seem daunting. Senior Investment Strategist Roosevelt D. Bowman III joins Yahoo Finance Wealth! to take a deep dive into these factors and share what #investors should consider in a possibly turbulent market. Watch now! https://yhoo.it/4bAJE90

We are thrilled to announce that Amy Pitts Botkin has been appointed Managing Director in Atlanta, GA, responsible for overseeing private wealth advisory, operations, and growth of the business in the region. Amy has 32 years of experience, including 15 years of #Bernstein tenure. She is passionate about increasing opportunities in adaptive sports for children and adults with disabilities and supports the Atlanta organization BlazeSports America. She serves on the board of the Greenville Area Community Foundation and the Prisma Health—Pediatric Hematology/Oncology Inspire Courage Campaign Committee, and attended Clemson University. Amy shared, “I am thrilled about the opportunity to lead the #Atlanta office. There is nothing more I love than to build and grow an organization and it all starts with developing and growing our team.” Congratulations, Amy! Read more about her appointment and Bernstein's commitment to #growth markets: https://bit.ly/3XQa82Y

Please join us in congratulating Ben Moscowicz, CFP®, our newly appointed Managing Director in Miami, FL! He is responsible for overseeing private wealth advisory, operations, and growth of the business in the region. Ben has been with #Bernstein for over 24 years, beginning his career with the company in Los Angeles as an associate and relocating to Miami in 2004. Ben supports local animal rescue shelters and serves on the executive board of the Miami/Broward chapter of the American Jewish Committee (AJC) and the University of Miami Citizens Board. He is also a member of Temple Beth Am in Pinecrest and attended the University of Colorado Boulder. Ben shared, “The growth and energy in Miami is contagious, and I am excited to lead Bernstein’s Miami office as we grow and expand alongside our clients and community partners.” Read more about Ben's appointment and Bernstein's commitment to #growth markets: https://bit.ly/3S24g30