Bernstein Private Wealth Management

Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include businesses and institutions. Much like our client base, we are investors and innovators. More than just middlemen we push the boundaries of investing while minimizing costs and taxes. Our proprietary financial modeling tools give business owners, families and foundations a reliable preview of the impact from the choices yet to be made. Better decisions for tax efficiency and wealth transfer are easier to make knowing these impacts.

Entrepreneurial Operating System (EOS)

EOS®, the Entrepreneurial Operating System, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. Implementing EOS will help you and your leadership team get better at three things:

  • Vision—getting everyone in your organization 100% on the same page with where you’re going, and how you plan to get there
  • Traction®—instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every day
  • Healthy—helping your leaders become a more cohesive, functional, healthy leadership team