FINANCIAL PLANNING - GLOBAL WEALTH

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At Bernstein Private Wealth Management, Kevin Krisowaty serves the rapidly growing ecosystem of entrepreneurs, founders, and global families who view Miami as a permanent or satellite home to their primary country of residence.  Kevin works with entrepreneurs and founders who have a long-term intent to sell a business, and global families who are looking to transfer wealth across generations or jurisdictions.

Kevin helps cross border families, offshore clients, and US expatriates to simplify complex planning challenges, choose between onshore and offshore structures, invest seamlessly between onshore and offshore jurisdictions, allocate assets in a tax sensitive manner, obtain a single point of contact for advice and service, adapt to changing circumstances, and find experts who will collaborate with your other advisors.
 

Kevin has over 24 years of experience in private wealth management and private banking.
 

Kevin’s experience in private wealth management includes equities and options, fixed income, real assets (master limited partnerships “MLPs”, real estate investment trusts “REITs”), alternative investments (hedge funds, private equity, private credit, private real estate, venture capital) and structured products (equities and indices, currencies, commodities, interest rates).
 

Kevin’s experience in private banking includes banking, lending (marketable securities based lending, alternative investments secured lending, life insurance premium financing, commercial real estate financing, aircraft financing, yacht financing, fine art secured lending), foreign currency deposit products (FX cash, time deposits), foreign currency trading (FX spot, futures, forwards), foreign currency loans (FX loans, cross currency swaps), foreign currency risk management and interest rate risk management (swaps, caps, collars, forwards).