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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Bernstein Private Wealth Management, a unit of AllianceBernstein (NYSE: AB), has been awarded the Financial Advisor Team of the Year at the 2025 STEP Private Client Awards for the second time, following their previous win in 2021. The firm's Global Families team was recognized for their excellence in cross-border wealth management for ultra-high-net-worth (UHNW) clients.
The award acknowledges Bernstein's expertise in managing complex cross-border challenges, next-generation education, offshore investment platforms, and ethical practices. The firm, which manages $144 billion in assets as of June 30, 2025, was selected from 337 entries across 25 countries. The Global Families team specializes in providing integrated advice for US and international families, business owners, and family offices, addressing complex tax, regulatory, and investment challenges.
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- Second-time recognition as Financial Advisor Team of the Year by STEP, demonstrating consistent excellence
- Significant assets under management of $144 billion as of June 30, 2025
- Selected as winner from a competitive field of 337 entries across 25 countries
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- None.
News Market Reaction 1 Alert
On the day this news was published, AB declined 0.45%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Firm honored with this distinction for the second time
"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."
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.
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."
As part of the firm's award-winning UHNW platform, Global Families is a dedicated cross-border wealth advisory group with deep expertise in serving UHNW clients and their professional advisors. The team advises US and international families, business owners, family offices and more through complex tax, regulatory, and investment challenges—with integrated advice, modeling, and reporting across US and international platforms.
The STEP Private Client Awards recognize and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors. All entries undergo rigorous assessment by the Presiding Judges, an international panel of leading experts from across the industry. The winners were announced at the Awards Ceremony on September 18, 2025, at the London Hilton on Park Lane,
Bernstein has
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in
About STEP
STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. We have more than 22,000 members in 96 countries. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protecting the vulnerable, family businesses and philanthropic giving. Find out more at www.step.org.
Media Contact:
Katrina Clay
katrina.clay@bernstein.com
View original content:SOURCE Bernstein Private Wealth Management
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