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 american banker honors bessemer trust cio a tale of two tails quarterly investment perspective october 3 2016 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 2015 annual report empowering people april 2016 view all insights important notices terms of use member fdic