Award-winning cross-border wealth expertise — pre-immigration planning, offshore trusts and tax minimization, from an intimate boutique inside AllianceBernstein.
Bernstein Private Wealth Management Miami serves as confidants to some of South Florida's most astute investors, helping them solve complex challenges that extend well beyond wealth management. We combine decades of experience with the 'above and beyond' attitude of an intimate boutique — and our Global Families team has been honored as Financial Advisor Team of the Year at the STEP Private Client Awards, twice. Led by Managing Director Ben Moscowicz, the Miami office partners with dedicated in-house specialists for cross-border families, entrepreneurs and corporate executives.
Explore Our ServicesEvery engagement is handled personally, end to end — from the first conversation to the final handover.
Comprehensive solutions for cross-border wealth: pre-immigration planning, offshore trusts, and minimizing US income, gift and estate taxes — for foreign citizens, US beneficiaries of foreign trusts, and international family offices.
Learn more →Support for entrepreneurs considering a sale — sophisticated modeling and tax mitigation, from exit planning to post-liquidity wealth structuring.
Learn more →10b5-1 selling plans, exchange funds, hedging strategies, family wealth transfer and charitable giving — tailored to corporate executives exploring Miami.
Learn more →Sophisticated investment advice and portfolio strategies, grounded in the resources of AllianceBernstein's global platform.
Learn more →Generational wealth transfer solutions, charitable giving strategies and family governance, handled with discretion.
Learn more →Reach out and a member of the Bernstein PWM Miami team will respond personally — no call centers, no runaround.
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