Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

About this update from Alliancebernstein Holding L.p.

― Firm Unveils New 2026 Wealth Beyond Measure Research Report ― ― Highlights Shifting Views on Risk, Succession, and the Next Generation in a Volatile Market ― NEW YORK, June 15, 2026 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today released findings from the second edition of its Wealth Beyond Measure 2026 report, revealing ultrahigh-net-worth (UHNW) families are responding to change by focusing on internal resilience with clear generational differences in risk and wealth perception amid global economic and geopolitical uncertainty. Based on responses from over 100 Bernstein UHNW clients with an average net worth of $200 million, the study finds a clear divide between controllable and uncontrollable factors. Nearly two-thirds of respondents cite geopolitical and economic instability as major concerns, while confidence is highest in areas where families have more agency, including wealth preservation, philanthropic planning, tax strategies, and access to unique investment opportunities."We're seeing a meaningful shift in how ultrahigh-net-worth families think about wealth and resilience that calls for a more modern, personalized approach beyond traditional investment management," said Aaron Bates, Head of Bernstein's Ultrahigh-Net-Worth and Growth Strategies. "As we continue to see the acceleration of emerging wealth creators, we remain committed to providing the research and insights families need to navigate complex wealth in volatile economic conditions." Key findings from the 2026 study include: Definitions of Wealth Are Evolving. For 41% of families, wealth means freedom and opportunity, while 33% see it as a responsibility rooted in preservation and strong values. Across generations, baby boomers are more likely to see wealth as a source of stability, while younger respondents see it as a source of flexibility and risk-taking. Prepared Families Show Greater Confidence. Formal preparation is strongly linked to confidence. Nearly all high-confidence families (93%) say they have plans in place to prepare the rising generation for future leadership, compared with 61% of low-confidence families. Education (37%) and sharing family history and lessons learned (35%) are the most common ways families prepare future leaders. Risk Concerns Shift Across Generations. C...

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