Steve Morgan Email & Phone Number

One of the most satisfying aspects of my relationship with clients is identifying opportunities that are often overlooked, but can have a meaningful impact on wealth creation and legacy. I have built my practice working with entrepreneurs, owners of privately held businesses and executives in publicly traded companies. Many of my clients are passionate and driven but don’t have the capacity to evaluate advanced planning options. This includes implementing advanced tax deferral and minimization strategies as well as wealth transfer planning. I engage with company founders at every phase, from a company’s initial formation, as they raise growth capital, and ultimately through an exit. My clients benefit from a diverse network of personal and professional contacts that I leverage to deliver ideas, connections and resources on behalf of clients. Creating the right team of advisers for each client is critical and is one of the most rewarding aspects of my role. For executives with a concentrated equity position, we develop tax efficient diversification strategies helping them navigate the complexity of extensive stock options, restricted stock units, etc. For those with significant trading restrictions and reporting requirements, this includes the design and execution of effective 10b5-1 plans.While planning is critical, it is equally important to understand the family’s values and the relationships across the entire family. I often develop deep relationships with clients which extends to their children, incorporating financial stewardship and charitable planning across generations. Growing up I developed a passion the outdoors and environmental conservation. For the last ten+ years, I have served on the Board of Directors of WildAid, a San Francisco based non-profit, which focuses on reducing the global demand for illegal wildlife products. My practice reflects my values with an increasing emphasis on Environmental and Impact Investing.

Listed skills include Investments, Wealth Management, Estate Planning, Asset Allocation, and 2 others.

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  Principal

  Bernstein Private Wealth Management

  Jun 2001 - Present - San Francisco Bay Area