Bessemer Public New > Home Bessemer : Home Client Site The experience to meet your familys complex needs. We help you develop an integrated long-term wealth plan that considers multiple aspects of your life. Developing an Investment Plan Contemplating your financial future can be daunting especially if you're thinking about the next 20 years or longer. What do you want to accomplish? Will all your needs be met? Read more Defining Your Legacy Ironically, the more wealth one accumulates, the more complicated life can become. Thoughtful planning can help ensure your wealth is a source of satisfaction and opportunity for you and your family. Read more Preparing the Next Generation Raising children with the skills, knowledge, and motivation to be financially independent is a complex task for any parent, but wealthy families face a unique set of challenges. Read more Engaging in Philanthropy Charitable giving can be a source of immense personal satisfaction. The possibilities for doing good are limitless, yet it can be difficult to know where to begin or how to make the most of your charitable gifts. Read more Managing a Family Business There is an array of strategic alternatives, financing options, and liquidity events available to family business owners. How can you make the best decisions? What are the implications for the family legacy? Read more Uncovering Tax-Planning Opportunities Missed tax-saving opportunities can be costly. The challenge of minimizing taxes rests on deciphering the intricate tax code and developing appropriate strategies. Read more Owning Property Buying property is often a fulfillment of a dream as well as an investment opportunity. There are challenges to doing it successfully, including when and how to enter and exit the market. Read more Structuring and Protecting Assets Naming the potential risks to your family and property can be uncomfortable. But not taking the steps necessary to minimize your exposure can prove more onerous in the end. Read more Analyzing Concentrated Holdings Large single-stock positions can be a powerful means of creating wealth, but without a proper strategy, they can also be a very risky way to maintain it. Read more Accessing Hedge Funds Private Equity These challenging times call for caution, patience, and clear thinking. While not appropriate for all investors, professionally-managed hedge funds and private equity programs can be an important part of an overall balanced portfolio. Read more The IRS Takes Aim at Valuation Discounts | A Closer Look September 15, 2016 2016 Elections: Five Questions | A Closer Look September 9, 2016 Election 2016: Policies, Portfolios, and Planning | Webcast Replay September 8, 2016 Proposed Tax-Code Changes Target Valuation Discounts | Wealth Planning Insights August 4, 2016 2015 Annual Report: Empowering People APRIL 2016 VIEW ALL INSIGHTS Important Notices | Terms of Use Member FDIC