Alex Hewit is a wealth adviser for sophisticated individuals and families that naturally deal with a high degree of complexity. On this podcast Alex will explore the common themes that his clients ask about, challenges they face and strategies utilized to create a more effective and efficient wealth and investment program. Message from the author:Almost 10 years ago I entered the wealth management world to help families think through and organize their financial lives. Today, more than ever, it is clear that the industry has fallen behind the needs of the client. My goal is to resolve this by delivering the four things that matter most to families of wealth: 1. Sophisticated Advice on complex matters 2. Bespoke, Proactive Service 3. Manage assets mindful of risk and tax 4. Family engagementalex.hewit@bernstein.com.
In this episode I am joined by Richard Weaver discussing what to think about when selling your business. I have quickly come to realize that the owne...
While we are so focused on the more sophisticated planning strategies, the most basic planning is often forgotten. In this podcast Tara and I discuss...
On this podcast I speak with Travis Allen, a senior portfolio manager at Bernstein, discussing the evolution of Responsible Investing. We cover wheth...
Do you give to charity? Are you impacted by tax-reform or losing the itemization benefit? Do you feel that you're missing an opportunity to be more e...