Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards
Firm honored with this distinction for the second time
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.
"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, UK. This year saw 337 entries from 25 countries. The full list of winners is available at: https://pca.step.org/winners-2025.
Bernstein has $144 billion in assets under management as of June 30, 2025.
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 Nashville, TN, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over $829 billion in assets under management as of June 30, 2025. For additional information, visit Bernstein.com.
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.
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