I often advise across multiple generations of the same family. Our engagement may involve investing in the capital markets or exploring options related to a family-owned enterprise. This may represent the majority of their wealth. Having built and sold a family business myself, I bring a deep level of understanding to such clients. Parents often wish to transfer more than wealth to future generations. They value my role as a counselor, coach, and resource. Our financial plan addresses the needs and concerns of each cohort. It may fuel philanthropy, supporting causes or institutions they value.
Andy Jacobs
Principal, Senior Investment Advisor
Bernstein Private Wealth Management
United States, Illinois, Chicago
About Me
Profile Information
Principal, Senior Investment Advisor
Bernstein Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Jul 29, 2024
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