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July 14, 2014

ACTEC 2014 Summer Meeting Musings

Seminars at the ACTEC 2014 Summer Meeting are summarized. A special extended seminar about planning for the estate planning life cycle (including topics such as representing young clients, digital and social media, divorce, blended families, dementia, and elder clients issues). Other seminars addressed balancing income and traditional transfer tax matters and life insurance planning....

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BESSEMER INSIGHTS

April 2014

Recently, Bessemer Trust was recognized for excellence in private wealth management at the Family Wealth Report Awards 2014.

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Bessemer Trust 2013 Annual Report (May, 2014)

July 2014

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Quartlery Investment Perspective: Islands In A Storm (April, 2014)

July 2014

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Quarterly Investment Perspective: The Year of Volatility (December 2013)

December 2013

In this look at the year ahead, Chief Investment Officer Rebecca Patterson examines potential catalysts for market volatility in 2014, from changes in Federal Reserve policy to emerging-market elections. She also discusses how Bessemer’s portfolios are positioned to capitalize on the opportunities that lie ahead—and how limiting volatility strategically can pay dividends to investors over time.

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