Daniel L. Brunello, CFP®

Associate Director—Wealth Strategies Group

Daniel L. Brunello is an Associate Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Houston office. He consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies, and investment management strategies for nonprofits. Prior to joining the firm in 2004, Daniel worked at UBS Financial Services as a financial advisor, and earlier, for Sanders Morris Harris as an institutional sell-side equity analyst covering the retail sector. He earned his BBA in finance from the University of Texas at Austin, and his MBA from the Jones Graduate School of Business at Rice University. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Houston Business and Estate Planning Council.

Why Every Business Owner Should Have an Exit Plan

Why Every Business Owner Should Have an Exit Plan

by Andrew Bishop, Daniel Brunello
When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens.

Business Owners, Wealth Planning


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What Einstein Can Teach Business Sellers About Giving
Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

Offshore Fund Managers: Charitable Donations Can Reduce Tax on Long-Deferred Pay

by Daniel Brunello, Andrea Ross, Tara Thompson Popernik

Managers of offshore hedge funds and offshore private equity funds may owe billions of dollars in tax this year on incentive and management fees they earned in years past. Various charitable strategies can reduce the income tax due as well as potential estate tax, but the managers need to act before the end of 2017.

Wealth Management


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