Wealth Managers - Georgia
Band 1
What the Team is Known For
Bessemer Trust has an strong reputation in Georgia for its wealth management services, which include wealth transfer planning, charitable planning and tax planning.
Strengths
Reputation and sophistication-wise, it is very hard to top Bessemer Trust. They invest in private wealth in a large scale so the expertise and sophistication there is very, very high.
Bessemer Trust is excellent. It is a full fiduciary, they will service all the money and assets.
Notable practitioners
Katherine McMaster is managing director and regional director of Bessemer Trust. McMaster is responsible for client relationships across the Southeastern USA.
Katherine McMaster is phenomenal. She's been very attentive and responsive with clients. They love her.
