Shelly Meerovitch

Head - Global Families Wealth Strategies at Bernstein

Speaker

Shelly Meerovitch, JD, is the Head of Global Families Wealth Strategies and a Senior Vice President at AB’s New York office. She brings over 20 years of expertise in international and domestic trusts and estate issues. Before joining Bernstein, Shelly was a partner of the law firm Katten Muchin Rosenman LLP in New York. She focuses on international planning and works with our ultrahigh-net-worth clients and their professional advisors to optimize structures for tax-efficient investment in the US, wealth transfer to US beneficiaries, and the creation and administration of global trusts. Shelly is a member of the State Bar of New York and has written on many pre-immigration planning and cross-border tax issues. She is a member of the London-based Society of Trusts and Estates Practitioners (STEP). Shelly graduated Phi Beta Kappa from the University of California, Los Angeles, with a BA in psychology, summa cum laude, and earned a JD from Columbia Law School.