Bring It on Home: Transferring Wealth to U.S. Beneficiaries PoorSatisfactoryGoodVery GoodExcellent Be the first. (0 ratings) Log in to rate this article. Source: Alliance Bernstein Read Abstract This white paper, geared towards U.S. and U.K. private clients, analyzes and outlines strategies for global families that plan to transfer wealth to U.S. beneficiaries in a way that balances transfer taxes against income taxes. Topics Private Wealth Management : Wealth Transfer and Estate Planning Credits · About the CE Program 1.5 CE (including 0 SER) Record credits Credits recorded Members, log in to record your credits. Manage CE Credits Loading ...