About Us

 

Please join us at LAUTZE & LAUTZEfor a breakfast featuring Bernstein Global Wealth Management's proprietary research surrounding smarter giving for not-for-profits and private foundations.

Although asset values have dropped significantly, most organizations do not need to cut their spending by the same proportion. By aligning spending policy and asset allocation with an organization's mission, the organizationcan have greater charitable impact over time.
When:
May 18, 2011
 
Time:
9:00am to 11:00am
 
Where:
Lautze and Lautze
303 Second Street , Suite 950
San Francisco, CA 94107
 
 
 
 
Biographies
Vice President
Financial Advisor:
Danielle C. Broude, a Financial Advisor in Bernstein's San Francisco office. Working with clients and other professional advisors, she develops, implements and monitors wealth management plans for families, private foundations, not-for-profit organizations and companies. Danielle earned a BS in journalism and Spanish from Northwestern University and an MBA from Harvard Business School.
 
Director
Wealth Management Group:
Steve S. Schilling, a Director in Bernstein’s Wealth Management Group and is based in the firm’s San Francisco office. He advises the Bernstein’s Bay Area and Pacific Northwest clients regarding complex investment planning issues; his areas of expertise include diversification planning for holders of concentrated portfolios, multigenerational wealth transfer, philanthropy and pre-transaction planning. Steve earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.