Estate Planning Update: Webcast (August 30, 2010)
Steve R. Akers, Fiduciary Counsel, will discuss the status of estate tax legislation and important recent case law developments.
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Market Update: The Challenging Landscape (August 2010)
Markets are turbulent once again. This whitepaper discusses five key factors our research suggests are at work, including short-term trading and election-year anxiety.
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Quarterly Investment Perspective: Push and Pull (July 2010)
In this issue, Chief Investment Officer Marc D. Stern sizes up the push-and-pull forces contributing to volatile markets and offers our latest insights on the mixed economic picture. In addition, we examine current developments in China and assess which investments are poised to benefit most from the country’s new economic reality.
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Perspectives on Wealth Management (June 30, 2010)
In this issue, we offer tips on building financial skills and instilling responsibility in young family members, protecting your family and your financial interests while traveling, and converting from a Traditional IRA to a Roth IRA.
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Push and Pull: Investment Management Webcast Replay(July 14, 2010)
Chief Investment Officer Marc D. Stern and Director of Investment Strategies Peter J. Langas hosted a conference call and webcast to examine the forces currently driving global markets and to share our outlook. We also discussed how we are positioning client portfolios for today’s environment.
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Estate Planning Update: Webcast (June 28, 2010)
Steve R. Akers, Fiduciary Counsel, discussed the status of estate tax legislation and important recent case law developments.
Watch the webcast
Market Perspectives: Resurgence of Volatility (June 3, 2010)
Problems at European banks appear to be the root cause of recent market swoons. Learn more about Bessemer’s perspectives on current conditions and our outlook.
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2009 Annual Report: We See Things Differently
Following an extraordinarily challenging period for the global economy and markets, the road to recovery continues to be rocky, exacting a toll on firms and investors alike. Bessemer Trust’s private ownership, singular focus on wealth management for individuals and families, and commitment to acting in clients’ best interests have enabled us to navigate the environment well.
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Market Update: Downward Pressure (May 20, 2010)
Global markets continue to be volatile as several factors — including Europe’s debt crisis, fears of a double-dip recession, and pending financial reform — weigh on investors’ minds.
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Milken Global Conference Summary (May 12, 2010)
Drawing on a wide range of stimulating sessions, Chief Investment Officer Marc D. Stern compiled the ideas he found most interesting.
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Market Update: Extraordinary Moves (May 7, 2010)
Violent stock-market moves on Thursday culminated in a 3.2% loss for the S&P 500 Index. At one point, the Dow Jones Industrial Average was down nearly 1000 points — its worst intraday point loss since 1987 — before recovering 650 points in the final 90 minutes of trading.
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Inside Global Opportunities: Investment Management Conference Call & Webcast (May 5, 2010)
Director of Investment Strategies Peter J. Langas and Global Opportunities Portfolio Manager Gregory M. Lester hosted a conference call and webcast highlighting how our investment platform leverages the skills and expertise of both internal and external managers.
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Quarterly Investment Perspective: Fundamental Forces (April 2010)
In this issue, Chief Investment Officer Marc D. Stern touches on the fundamental forces likely to propel the economy and financial markets forward in coming months. Director of Investment Strategies Peter J. Langas leads a discussion about what distinguishes Bessemer’s investment platform.
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Tax Update: Healthcare Reform: A Prescription for Higher Taxes on Investment Income
In light of the passage of healthcare reform, this Tax Update offers several tax planning considerations for 2010 and beyond.
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Ability to Create Short-Term GRATs May Soon End (March 2010)
On March 24, 2010, the House of Representatives approved the Small Business and Infrastructure Jobs Tax Act of 2010, which includes significant proposed changes to an often-used wealth transfer device, the grantor retained annuity trust (GRAT).
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From Single-Family Office to Multifamily Office (The Journal of Wealth Management, Spring 2010)
Written by Robert C. Elliott, this article discusses how the 2008 financial crisis caused an intensive examination of the structure and even the viability of single-family offices.
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Real Estate Brokerage Agreements: Standard or Negotiable? (January 7, 2010)
This article outlines how home sellers and their advisors can negotiate with real estate agents to arrange the most effective, conflict-free contract terms.
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Tax Update: Modern-Day Alchemy: Roth IRA Conversion (December 2, 2009)
In anticipation of new individual retirement account (IRA) regulations beginning in 2010, we have published this tax update which highlights specific factors and strategies to consider in converting a traditional IRA to a Roth IRA.
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The Roundtable Notes: What's Next for Family Offices? (November 30, 2009)
Recently Bessemer Trust brought together a small group of family office founders and a panel of five industry experts to discuss new challenges to operating a family office in today's environment.
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"Client Site Demonstration" (Webcast, September 29, 2009)
We are pleased to announce an improved website for clients, which launched on Friday, September 25. To help you better understand the site, watch a replay of our webcast demonstrating the new site's tools and features.
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