Mar 13, 2025
AllianceBernstein
Who You'll Work With: Within Bernstein's Ultra High-Net-Worth (UHNW) group is the Family Engagement Strategies team, a dedicated group of professionals with experience and training in helping families explore the transfer of wealth-related values and knowledge, and link that to the technical decisions necessary for successful pre-transaction and post-transaction planning, trust & estate decision making and family governance. Through directed exercises, the team helps uncover what matters the most-and the least-to the families with whom we work. We then provide recommendations and share observations that turn aspirational priorities into actionable plans. Leveraging these facilitated conversations and family meetings, our experts ensure voices are heard, expectations are managed, and key findings are incorporated into strategic plans, including family governance structures, education programs, and wealth strategies. What You'll Do: This team is...
Professional Diversity Network
Boston, MA, USA
Full-Time