Anne Bucciarelli is a senior vice president and senior national director leading Bernstein’s Family Engagement Institute, which helps families explore the transfer of wealth-related values and knowledge. She provides customized advice on complex financial issues for private clients and their advisers, including family governance, wealth transfer strategies and philanthropic planning. Anne joined Bernstein in 2004. A chartered financial analyst, she holds certificates from the Family Firm Institute in Advanced Family Business Advising (ACFBA) and Advanced Family Wealth Advising (ACFWA) and is a 21/64 Certified Advisor.