Straight answers to the questions clients most often ask Bernstein PWM Miami. Still unsure? We're one call away.
We combine decades of experience with the 'above and beyond' attitude of an intimate boutique — and our Global Families team is a two-time Financial Advisor Team of the Year at the STEP Private Client Awards.
That's our signature. We offer pre-immigration planning, offshore trust structuring and US tax minimization for foreign citizens, US beneficiaries of foreign trusts and international family offices.
Many entrepreneurs rely on our Miami office for support, particularly those considering a sale — sophisticated modeling and tax mitigation techniques that take the guesswork out of compensation and exit planning.
701 Brickell Avenue, Suite 2240, in the heart of Miami's financial district — local when it matters, global when it counts.