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Transatlantic Wealth & Estate Planning: New York
November 20 2024
Convene at 101 Park AvenueNew York City

Christopher Opie
Managing Director, Co-Head -- Bernstein Global Families Practice at Bernstein Private Wealth Management
Speaker

Profile

British born and raised, Christopher Opie specializes in advising private wealth clients who share the many complexities that accompany a life lived across borders. Having advised clients from London and New York, in 2018 Opie relocated to Washington, D.C. to lead the development of Bernstein’s Global Families practice.

Observing that the opportunity to engage with Global Families exists across the US Gateway cities where Bernstein Wealth Advisors serve their communities, as well the global cities where AllianceBernstein has presence, Opie works closely with colleagues to deliver solutions to uniquely wealthy cross-border families, entrepreneurs, executives, and family offices.

In partnership with our clients’ trusted tax and legal advisors, our platform of services includes wealth planning, custody, investment management, family governance and next-generation education. Recent client work includes pre-immigration planning for a tech entrepreneur moving from Singapore to California, the formation of a family office for a US-UK finance executive, and the delivery of a custom educational curriculum for a UAE family office.

Opie holds a BA from the University of Oxford, is an affiliate member of the Society of Trust and Estate Practitioners and has mentored start-ups at TechStars and MassChallenge. Opie is also a member of the Young Presidents Organization. He lives in Alexandria, Virginia with his wife and their four children.

Agenda Sessions

  • Chair's Opening Remarks

    09:00
  • Chair's Closing Remarks & Close of Conference

    17:15

At this event