Bernstein Private Wealth Management

How can you plan for the #future while managing the complexities of running a #business? In the fourth and final episode of our “Founders in Focus” series, Tai Beauchamp, Charlotte Cho, Suelyn Farel, and Marcia Zaruba O'Connor discuss crystallizing what success can look like and understanding the trade-offs. Hear their personal experiences and hard-won advice on the role trusted advisors can play in providing clarity, serving as a sounding board, and envisioning your next chapter. To watch the full discussion, and to learn more about these amazing founders, click here: https://bit.ly/4j0jPmY Stay tuned for more from us as we continue to elevate #femalefounders throughout the year! ⭐

The announcement of new #tariffs has led to significant market #volatility. Our Investment Strategy Team provides a real-time reaction to these broad-based tariffs and their implications for the global financial markets. Watch the video now to learn more and reach out to your wealth advisor with any questions.

As the US economy navigates uncertainties, how can #investors stay resilient? CIO Alex Chaloff shares his perspective on diversification and market trends in our quarterly letter: https://bit.ly/4jcJGYD

Don't let #legal blind spots derail your financial #success. Jennifer Birchfield Goode, Director—Institute for Trust and Estate Planning, shares how working with legal experts early on can shield your assets and secure your #legacy. Head to the blog for the details: https://bit.ly/3FIC6Xu

Did you know that women-led startups tend to be strong and profitable, often exiting quicker than the market average? Despite this, VC dollars invested in these companies remain low. As we bring #WomensHistoryMonth to a close, we take a closer look at the untapped potential of female enterprise in our latest blog post: https://bit.ly/4j4UbgC

Our #BernsteinNY team recently hosted the second Bernstein Women's Power Lunch at our office in Hudson Yards. "The Power of Persuasion" luncheon brought together a crowd of successful women to take a deep dive into the art of #negotiation and its influence on three crucial areas in our day-to-day lives. Attendees learned actionable insights to help manage their #careers, #health, and #wealth with key takeaways like: 🤝 Effective negotiation techniques that helped us understand how to assess opponents, adapt negotiation styles, and persuade others with confidence. 🏃♀️Critical trade-offs in fitness and wellness with practical advice on what can be negotiated and what cannot. 💵 The non-negotiable aspects of finances and effective negotiation techniques to secure financial futures. Thank you to Judith Poller, Jennifer Courtian, and Pamela Gold for sharing their expertise on how to utilize #negotiation to enhance our professional and personal lives. As #WomensHistoryMonth comes to a close, we look forward to continuing this journey of empowering each other to build stronger, bolder, and more fulfilling lives.

Wondering if splitting assets can lead to greater customization, conflict resolution, and succession planning in family offices? Anne Bucciarelli, CFA shares the advantages and real-life examples in Crain Currency: https://bit.ly/4kWKP8u This article requires a login.

Is it time to take a closer look at European equities? By focusing on high-quality growth businesses, investors can identify companies that are more likely to overcome policy-driven obstacles. Learn more on the blog: https://bit.ly/4hP0fJl

Where would Senior Investment Strategist Maura Pape invest $1 million right now? Find her answer in the latest article from Bloomberg: https://bloom.bg/3QPkMCo

Honor traditions while making them your own. Explore the importance of developing clear #values and #mission statements to guide your family through tough decisions and align everyone towards a shared vision. Read more in our latest blog post: https://ter.li/lf0omg