Shelly Meerovitch TEP

S. Meerovitch
Bernstein Private Wealth Management

Shelly Meerovitch, JD, co-heads of Global Families Wealth Strategies and is a Senior Vice President at AB’s New York office. She brings over 25 years of expertise in international and domestic trusts and estate issues.

She focuses on international planning and works with 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 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.