Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards

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[{"type":"text","content":"Firm honored with this distinction for the second time","length":54,"tagName":"p","attribs":{}},{"type":"text","content":"NEW YORK, Sept. 26, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), announced today that for the second time its Global Families team has been honored with the Financial Advisor Team of the Year award at the 2025 Society for Trusts & Estate Practitioners (STEP) Private Client Awards. This prestigious accolade recognizes the firm's unparalleled expertise in cross-border wealth management and its commitment to solving complex wealth needs of ultra-high-net-worth (UHNW) clients.","length":555,"tagName":"p"},{"type":"text","content":""We are truly honored to be recognized by STEP as Financial Advisor Team of the Year," said Shelly Meerovitch, Co-Head of Global Families at Bernstein. "This award is a testament to our deep commitment to helping UHNW global families with the highest level of expertise and care. Navigating cross-border wealth and complexity requires a sophisticated and personalized approach, and we are proud to partner with our clients serving as their trusted advisor through every challenge and opportunity."","length":517,"tagName":"p"},{"type":"text","content":"Bernstein was recognized by a team of judges for the Financial Advisor Team of the Year Award for its outstanding work with UHNW clients, recognizing how it guides families with complex cross-border challenges with skill and care. The firm was also selected for its next-generation education, bespoke offshore investment platforms and ground-breaking research as well as ethical practice and focus on long-term client and peer relationships. Bernstein also achieved this award in 2021.","length":485,"tagName":"p"},{"type":"text","content":"Christopher Opie, Managing Director of Global Families at Bernstein added, "We are honored by this recognition, which reflects the passion, dedication and specialized expertise of our team in managing some of the most complex cross-border issues global families face. From global tax planning to multijurisdictional governance, our work is about helping families to achieve their goals with confidence. We're thrilled that STEP has acknowledged the impact of our work with our clients."","length":500,"tagName...

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