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Shelly Meerovitch-Barak J.D. — Head, Global Families Wealth Strategies · Bernstein · New York City Metropolitan Area.
Direct contact
No direct contact on file for Shelly yet.
About
Specialties: International tax planning for global families. Bernstein does not provide tax, legal, or accounting advice.
Experience
Head, Global Families Wealth StrategiesCurrent
Bernstein Private Wealth Management
Feb 2016 – Present
International planning, working with high net worth clients to optimize structures for tax-efficient investment in the US, wealth transfer to US beneficiaries, and the creation and administration of global trusts.
Partner
Katten Muchin Rosenman LLP · Greater New York City Area
2013 – 2016
International Trusts and Estates
Education
- Columbia Law School — JD, Law · 1994 – 1997
- UCLA — B.A., Psychology · 1990 – 1994
Related professionals · Bernstein
- Aaron Bates — Senior National Managing Director, Head of UHNW and Growth Strategies
- Alex Chaloff — Chief Investment Officer
- Anne Bucciarelli, CFA — Senior National Director, Bernstein Family Engagement Services
- Chelsea Smith — SVP, National Director, Family Office Services