Shelly Meerovitch-Barak, J.D. | Source | Head - Global Families Wealth Strategies at Bernstein Private Wealth Management

Shelly is the Head of Global Families Wealth Strategies at Bernstein Private Wealth Management. She brings over 20 years of expertise in international and domestic trusts and estate issues. Shelly enjoys honing the following areas of expertise to simplify clients’ lives and maintain their wealth: optimizing structures for tax-efficient investment in the US, transferring wealth to US beneficiaries, and creating and administering global trusts.