We continue to access the resources of Bernstein with our guest Anne Bucciarelli who dove tales off of Tom's very technical advice by explaining to us why getting to the heart of the matter can unlock great value.  This is part two of planning strategies for business owners and their families, and is a walk on the soft-side.  Anne takes us through how we can use this time together as families to learn or deepen our understanding around how we use money to reflect our individual and family values.  Now is our time for deep discovery that can create an impactful legacy and unearth values-based beliefs to give money meaning. It's time for Family Engagement!

Are Your Heirs Prepared?

questions: [email protected]

Anne K. Bucciarelli is a Director of the Wealth Strategies Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions. Anne leads Bernstein’s Philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. She also heads the Family Engagement and Education Services team, which helps families explore the transfer of wealth-related values and knowledge. She has been the author of and a contributor to the firm’s published research on several topics. Anne joined Bernstein in 2004, became an analyst in the Wealth Strategies Group in 2006 and assumed her current position in 2014. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst charterholder since 2011, she is also a member of the CFA Society New York. She also holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA), Family Wealth Advising (CFWA) and Advanced Family Wealth Advising (ACFWA) and is a 21/64 Certified Advisor. Anne is a board member of Baby Quest Foundation and a founding member of the American Brain Foundation Ambassador Program.

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