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Bernstein Private Wealth Management

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We serve as true confidants to the world’s most innovative investors, making your dreams a destination and your vision a reality.

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A look back at Building Tampa Bay: What’s Coming in 2027 & Beyond. 🌴✨
Thank you to everyone who joined us at The Capital Grille to connect and talk about what’s ahead for our region.
Special thanks to Commissioner Harry Cohen and Evelyn Vigistain of Bernstein for sharing their perspectives on Tampa Bay’s growth and the 2027 economic outlook.
And thank you to Standard Title & Escrow, BlueGrey Mortgage, and Bernstein for bringing this event together.
Watch the recap and tag someone you connected with! 🎥
#BuildingTampaBay #TampaBay #BlueGreyMortgage #TampaBayRealEstate #CommunityConnections

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Today’s Wealth Inner Circle was presented by @bernsteinpwm.

As members walked out, we asked them one question: “What’s one truth someone shared in your circle that you needed to hear today?”

Here are some of the truths our members took home. →

Thank you, @bernsteinpwm, for helping us build this moment at the Maison Summit. 🤍

@alexisnandra @ericaandersonrooney @trishcalandra1 @withgeorgiathomas

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Great conversations happen when you bring the right people around the table.

We partnered with Bernstein Private Wealth Management for our Founders Terroir Table, bringing together scaling founders and executives from across South Florida for an evening of great food, wine, and meaningful connections.

Beyond business, founders shared experiences, perspectives, and the challenges of leadership and growth.

A special thank you to 1909 Board Member Emily Starkey and the Bernstein team for making this experience possible, and to everyone who joined us around the table!

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Business exits, equity investments, and partner transitions each require time and strategic planning to optimize outcomes for both owners and the business. Real estate is often considered too late in the process for effective planning. Join us to hear about strategies for optimizing the real estate and exploring options.

Join us Wednesday, October 14 from 3:00–4:00 PM CT for a virtual panel discussion on preparing your business and business real estate for M&A and transitions.

We’ll bring together experienced professionals across wealth management, investment banking, real estate, and transaction law to discuss:

• Current middle-market M&A trends
• How to strengthen the value of your business before a sale
• Sale Leasebacks & Lease Assumptions in Business Real Estate
• Navigating negotiations and deal terms
• Whether to sell or retain your business-owned real estate
• Wealth planning before and after a transaction, including tax and estate planning strategies

Whether you’re actively considering a sale, planning several years ahead, or simply want to better understand today’s market, this conversation is designed to provide practical insights.

RSVP to sstockett@randallcg.com to listen in on the conversation.

#saleleaseback #PrepareToSell #StrengthenBusinessValue #WealthPlanning #mergersandacquisitions

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October is bringing more reasons to gather. 🤍

This month’s Mysha calendar is filled with thoughtful spaces to step outside the everyday, have the conversations that matter, and spend time with mothers navigating their own evolving seasons alongside you.

We can’t wait to see you there.

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Tulsa, THAT was Tech Week!

For 6 days, we showed up, connected, created, learned, celebrated, and experienced innovation happening all across our city.

From packed rooms and new ideas to unexpected connections and unforgettable moments, #TulsaTechWeek Year 2 was powered by YOU.

To every Partner, attendee, speaker, volunteer, sponsor, and community member who made this week possible: THANK YOU.

We built this together. And we’re just getting started. 🚀

🗣️ Tech is for everyone 🗣️

Year 3 loading...September 20 - 2025, 2027

Thank you to our 📸: Maxwell Shavers

#TulsaTechWeek #TTW2026 #InnovationLivesHere #OklahomaTech #TulsaInnovation #TechIsForEveryone #InnovateTulsa #OKTech #BuildInTulsa #OKInnovation #Startups #Technology #Community #Tulsa #Innovation #TechEvent #ExploreTulsa

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Another Advisory Salon in the books.

Smart women. Different industries. Good wine. Better conversation.

No panels. No name tags. No awkward networking exercises.

Just a room full of accomplished women exchanging ideas, perspectives, strong opinions.

Exactly what @lydialawrie and I hoped The Advisory Salon would become.

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Join us for The Kickback, a welcoming social mixer celebrating Bernstein Private Wealth Management’s debut in Tulsa and Oklahoma during Tulsa Tech Week.

Meet the Bernstein team and connect with founders, professionals, community leaders, and fellow TTW attendees over catered bites, great conversation, and a cash bar.

Whether you’re looking to make new connections or simply unwind and enjoy the evening, everyone is welcome to kick back with us.

Register Now: https://luma.com/e1elj061 or link in bio

#TulsaTechWeek #TTW2026 #InnovationLivesHere #OklahomaTech #TulsaInnovation #TechIsForEveryone #InnovateTulsa #OKTech #BuildInTulsa #OKInnovation #Startups #Technology #Community #Tulsa #Innovation #TechEvent #ExploreTulsa

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UPI could be entering its next monetisation phase. 🇮🇳📲

Bernstein estimates that introducing a Merchant Discount Rate (MDR) on UPI could potentially create a ₹22,000 crore annual revenue pool by FY28.

For everyday users, the key question is: Would UPI payments remain free, while banks and payment apps gain a new revenue stream? The impact could depend on how MDR is structured and who ultimately bears the cost.

📌 Key takeaway: Higher-value transactions could become an important growth driver for India’s digital payments ecosystem.

Source: Bernstein | Educational purposes only.
Not investment advice.

#UPI #DigitalIndia #IndianEconomy #Fintech #Payments NPCI Banking StockMarketIndia CapitalMonarch IndiaGrowth FintechIndia Investing

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🎉 Tulsa, come KICK IT with us!

Tech Tai personally invites YOU to The Kickback, the official #TulsaTechWeek networking party sponsored by our Partner, Bernstein Private Wealth Management!

Connect with founders, professionals, community leaders, and fellow Tech Weekers and enjoy catered bites, great tunes, and a cash bar.

No panels. No presentations. Just good people, new connections, and a great vibe at this FREE event. ✨

Come through, bring a friend, and let’s KICK IT at Atlas School!

Register Now: https://luma.com/e1elj061 or link in bio

#TulsaTechWeek #TTW2026 #InnovationLivesHere #techisforeveryone

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Welcome Bernstein Private Wealth Management to Tulsa Tech Week as they expand their presence into Tulsa and Oklahoma, at large! 🎉

For founders and business owners, building wealth can be just as complex as building the business itself. Bernstein brings deep research, personalized strategy, and a modern family-office approach to help entrepreneurs navigate growth, transitions, and what comes next.

Bernstein is hosting an exclusive private experience for founders, business owners, and corporate executives to connect and explore strategies for building, sustaining, and planning for wealth.

Want an invite? Comment “INVITATION” below and we’ll send you the details.

Register NOW - https://luma.com/tulsatechweek2026 or link in bio

#TulsaTechWeek #TTW2026 #InnovationLivesHere #OklahomaTech #TulsaInnovation #TechIsForEveryone #InnovateTulsa #OKTech #BuildInTulsa #OKInnovation #Startups #Technology #Community #Tulsa #Innovation #TechEvent #ExploreTulsa

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Today, 25 years after the tragic events of September 11, 2001, AllianceBernstein and @bernsteinpwm pause to remember those we lost, honor the courage of the first responders, and stand together in reflection. #NeverForget.

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