Prnewswireยท2025-09-26 16:44Core Insights - Bernstein Private Wealth Management has been awarded the Financial Advisor Team of the Year at the 2025 STEP Private Client Awards for the second time, recognizing its expertise in cross-border wealth management for ultra-high-net-worth clients [1][2][4] Group 1: Award Recognition - The award highlights Bernstein's commitment to addressing complex wealth needs of ultra-high-net-worth clients, showcasing its skill in navigating cross-border challenges [1][2] - The firm was selected for its next-generation education, bespoke offshore investment platforms, and ethical practices, emphasizing long-term client relationships [2][3] Group 2: Team Expertise - The Global Families team at Bernstein specializes in managing complex cross-border issues, including global tax planning and multijurisdictional governance [3] - The team provides integrated advice, modeling, and reporting across US and international platforms, serving both US and international families [3] Group 3: Company Overview - As of June 30, 2025, Bernstein manages $144 billion in assets, part of AllianceBernstein, which has over $829 billion in assets under management [5][6] - Bernstein is recognized for its holistic approach to wealth management, focusing on navigating life's transitions with innovative research and sophisticated modeling [6]