Our Mission

Neuberger Berman was founded in 1939 to help individuals achieve their investment objectives. Today, we continue that mission at Neuberger Berman Private Wealth, where we are solely dedicated to serving individuals, families, and their charitable organizations by providing them with comprehensive wealth and investment management solutions that enable their unique financial journeys and purpose. What matters to you? That’s what matters to us. That’s how it’s always been. That’s Neuberger Berman Private Wealth.

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Benchmark

Sophisticated Investment Solutions

Partnership

Alignment and Partnership

Team Generational

Advice Across Generations

We understand the needs across generations are becoming more complex. This challenge is addressed through comprehensive advice and planning with integrated investment solutions.

- Stephanie Birrell Luedke, CFA, Head of NB Private Wealth

We approach client partnership in a different way. With a sole focus on wealth management, we take the time to understand your values and vision, so we can tailor solutions aligned to your purpose and investment goals. Each advisor team brings the full depth and breadth of all NB Private Wealth has to offer.

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Aspire: 2023 Year in Review and Look Ahead

Introducing NB Private Wealth Aspire, our new quarterly publication focusing on impactful ideas to help you invest, plan, support your legacy and fulfill your purpose.

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Sharing Entrepreneurial Wealth Across Generations

CASE STUDY

Successful startup entrepreneurs seek to fortify their wealth plan ahead of a liquidity event.

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Sharing Entrepreneurial Wealth Across Generations

Partnering with Professionally Managed Single-Family Offices

A Partner on ESG Portfolio Solutions

CASE STUDY

Successful startup entrepreneurs seek to fortify their wealth plan ahead of a liquidity event.

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CASE STUDY

Family offices are unique, and each determines the range of services provided to its client families.

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CASE STUDY

Comprehensive expertise and broad investment options enabled us to help a key partner deliver for advisors and clients.

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Your vision. Our expertise. Artful execution.

Advice, Planning and Fiduciary Services

Investment expertise aligned with your purpose.

Investment Strategy

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.

Firm data, including employee and assets under management figures, reflect collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC (the “firm”). Firm history and timelines include the history and business expansions of all firm subsidiaries, including predecessor entities and acquisition entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists.

NB Private Wealth utilizes the Neuberger Berman investment platform of equity, fixed income and alternative products and strategies as its primary investment option. Non-Neuberger Berman products and strategies are also available on a limited basis and generally as a complement to Neuberger Berman offerings. Neuberger Berman’s preference for proprietary products and strategies may result in incremental benefits to Neuberger Berman, its affiliates and their respective employees. Tax planning, trust and estate administration services, and fiduciary services are services offered by Neuberger Berman Trust Company. “Neuberger Berman Trust Company” is a trade name used by Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A., which are affiliates of Neuberger Berman Group LLC.

Services provided by the members of your NB Private Wealth team may be provided in their capacities as registered representatives of Neuberger Berman BD LLC (“NBBD”), a registered broker-dealer, or in their capacities as supervised persons of Neuberger Berman Investment Advisers LLC (“NBIA”), a registered investment adviser. Wealth planning services are provided by NBBD. Wealth analyses and wealth planning analyses are intended solely for informational and discussion purposes to educate investors on financial topics and help investors better understand their financial profile and evaluate possible options. They are not financial plans and Neuberger Berman does not offer financial planning services. A wealth analysis or wealth planning analysis is a one-time analysis and Neuberger Berman does not undertake to provide any ongoing or periodic review, follow-up or monitoring of any of the topics covered in the analysis. The analysis and any related discussions do not constitute investment advice and are not part of any investment advisory or fiduciary services offered by Neuberger Berman or its affiliates. A client should not base major life decisions, such as retirement and spending goals, solely on the analysis. Philanthropic Services are provided as a courtesy by the Neuberger Berman Foundation and are for informational and discussion purposes only. Neuberger Berman is not acting in a fiduciary capacity or recommending any specific philanthropic or charitable activities. Recipients of Philanthropic Services should consult their own tax or legal advisors before implementing any philanthropic or charitable activities.

Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.