Tax Advisory Services

High-Net-Worth Tax Planning

Tax laws are a moving target. Creating a tax plan that takes advantage of all available opportunities to decrease or defer tax obligations can be challenging, especially for those with significant wealth and complex financial lives.

Bessemer Trust’s comprehensive tax planning and tax management services can help you to preserve a greater share of your wealth — whether you’re looking to lower this year’s tax bill or create a legacy plan that optimizes tax efficiency for generations to come.

We focus solely on high-net-worth taxpayers. We are well-versed in the issues and challenges our clients face and can uncover and help implement valuable planning opportunities.

Tax Advisory Overview

A Full Suite of Proprietary Analytical Tools

Our proprietary analyses are designed to raise critical issues and identify overlooked planning opportunities. A few examples:

Tax Physical

An accurate snapshot of your financial situation is a must for effective tax and financial planning. The tax code is full of potential tax benefits and pitfalls. A thorough analysis of key balance sheet data and previous-year tax returns, the tax physical identifies potential tax issues and planning opportunities.

Roth Conversion Analysis

Our in-depth analysis can help determine if this potentially powerful retirement and wealth transfer vehicle is right for you.

Wealth Plan

An illustration of the specific components of your wealth is useful in identifying assets to be considered for implementing planning opportunities.

Executive Summaries

The report includes summaries of key income tax, gift tax, and qualified plan information.