Wealth Managers - Florida
What the Team is Known For
Bessemer Trust has a strong reputation nationwide for providing wealth management services to high net worth clients, and the firm's Florida operation is well thought of by market commentators.
Strengths
"Bessemer offers the best service. They know how to marry estate planning and investment planning."
"They do an excellent job. Their service and family office provisions are second to none and the team has very focused, high-level knowledge."
"I think they are a great shop and a great choice for an independent trust company. Their people are impressive from an educational standpoint and often speak at sophisticated estate planning events."