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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

August 2014

Recently, Los Angeles real estate mogul and billionaire Donald Sterling was forced to relinquish control of the L.A. Clippers basketball franchise when a California probate court ruled that he was mentally incapacitated. In this estate planning update, we explore the legal nuances of mental capacity through the lens of the Sterling case and offer practical tips on how to establish a clear plan in the event one’s cognitive abilities decline.

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Quarterly Investment Perspective: All About the Dollar

July 2014

n this edition, Chief Investment Officer Rebecca Patterson applies some common sense, or “common cents,” to key questions surrounding the U.S. dollar. What drives currencies in general and the dollar in particular? What is Bessemer’s forecast now for the U.S. currency, both short and longer term? And perhaps most importantly, how do foreign exchange trends impact other asset classes and our clients’ portfolios overall? Her discussion includes Bessemer’s market views and asset allocation, looking at the second half of 2014 and beyond, and how a stronger dollar impacts our positioning.

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New Videos on Key Wealth Concepts: Across the Board

July 2014

In the latest installment of Bessemer’s Across the Board series, we explain several important concepts for those likely to transfer or inherit wealth. We hope you enjoy the three newest educational videos below and invite you to explore the rest of the Across the Board library—a collection of brief, straightforward explanations of topics ranging from investments to personal finance.

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Bessemer Trust Recognized as a Leader in Private Wealth Management

April 2014

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

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