Sophisticated Wealth Solutions, Designed Around You
Wealth is more than your balance sheet; it’s the freedom to pursue your aspirations, the clarity to make confident choices and the ability to ensure your story endures. At Neuberger Wealth, we begin with what matters to you—listening first, then shaping every strategy to reflect your goals and values.
From supporting generational change and uncovering new investment opportunities to structuring meaningful philanthropy and effective governance, our team brings seasoned insight and a tailored perspective to every chapter of your story.
Welcome to Neuberger Wealth
Planning
A Strategy That Adapts to Your Life
Wealth planning should protect what you value now while preparing for what’s next.
Life is dynamic, and your wealth strategy should be, too. We design flexible, forward-looking plans to help steer you through change, whether it be new opportunities, shifting priorities or unexpected challenges.
We provide:
- Integrated wealth and investment planning tailored to your goals
- Scenario analysis to model possibilities and prepare for change
- Structures that safeguard assets and intentions, today and for future generations
Investing
Sophisticated Strategies, Global Perspective
Every investment solution is built with intention, care and access to compelling opportunities.
Our capabilities span public and private markets, delivering customized solutions that evolve with your needs and ambitions, ensuring your portfolio is both resilient and forward-looking.
We deliver:
- Direct access to private markets and alternative investments
- Custom portfolio construction aligned with your goals and risk profile
- Active management guided by proprietary research and global perspective
Legacy
Continuity That Carries Meaning
Legacy is about more than assets—it’s about values, identity and impact.
Your legacy is built on more than wealth; it’s the principles, traditions and relationships you nurture. From trust structures to family governance, we’re dedicated to sustaining both your wealth and your meaning. We support: - Trust and estate planning with continuity at the core - Governance frameworks for multigenerational families - Guidance that sustains both wealth and purpose
Purpose
Aligning Capital with Purpose
Wealth creates its greatest impact when it’s aligned with what matters most to you.
From strategic philanthropy to family engagement, we help transform capital into meaningful change. Our approach is designed to make generosity sustainable and to help families unite around shared values, creating strategies that express your vision for the future. We enable: - Thoughtful structuring of philanthropic vehicles and giving strategies - Cross-generational engagement in purpose-driven planning - Solutions that connect strategy to vision
This material is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this material should be made based on an investor’s individual objectives and circumstances and in consultation with his or her advisors. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision.
The firm, its employees and advisory clients may hold positions within sectors discussed, including any companies specifically identified. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Neuberger Berman, as well as its employees, does not provide tax or legal advice. You should consult your accountant, tax adviser and/or attorney for advice concerning your particular circumstances.
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. Any views or opinions expressed may not reflect those of the firm as a whole and Neuberger Berman does not endorse any third-party views expressed. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. The use of tools cannot guarantee performance. Diversification does not guarantee profit or protect against loss in declining markets.
As with any investment, there is the possibility of profit as well as the risk of loss. Investing entails risks, including possible loss of principal. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Unless otherwise indicated, returns reflect reinvestment of dividends and distributions. Indexes are unmanaged and are not available for direct investment. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events may differ significantly from those presented. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.
The views expressed herein may include those of the Neuberger Berman Multi-Asset Class (MAC) team, Neuberger Berman’s Asset Allocation Committee and Neuberger Berman’s Private Wealth Investment Group. The Asset Allocation Committee is comprised of professionals across multiple disciplines, including equity and fixed income strategists and portfolio managers. The Asset Allocation Committee reviews and sets long-term asset allocation models, establishes preferred near-term tactical asset class allocations and, upon request, reviews asset allocations for large, diversified mandates. Tactical asset allocation views are based on a hypothetical reference portfolio. The NB Private Wealth Investment Group analyzes market and economic indicators to develop asset allocation strategies. The NB Private Wealth Investment Group consists of five investment professionals and works in partnership with the Office of the CIO. The NB Private Wealth Investment Group also consults regularly with portfolio managers and investment officers across the firm. The views of the MAC team, the Asset Allocation Committee and the NB Private Wealth Investment Group may not reflect the views of the firm as a whole, and Neuberger Berman advisers and portfolio managers may take contrary positions to the views of the MAC team, the Asset Allocation Committee and the NB Private Wealth Investment Group. The MAC team, the Asset Allocation Committee and NB Private Wealth Investment Group views do not constitute a prediction or projection of future events or future market behavior. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed or any historical results. Nothing herein constitutes a prediction or projection of future events or future market or economic behavior. The duration and characteristics of past market/economic cycles and market behavior, including length and recovery time of past recessions and market downturns, is no indication of the duration and characteristics of any current or future market/ economic cycles or behavior.
Tax planning and trust and estate administration services are 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.
Hypothetical growth examples are for informational and educational purposes only.
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.