Wealth Planning Strategies for Business Owners

We understand the challenges of running a business. As a business owner, every decision you make shapes your company’s future. When it comes to transition planning, these decisions become even more crucial—whether it’s about growth strategies, succession, or an exit plan. Planning ahead ensures a seamless and successful transition to the next chapter.

Transitioning Your Business

Whether your plans involve selling your business or keeping it in the family, we’re here to help you plan thoughtfully for the future.

Business Succession Planning

Expert advice on business planning and governance to ensure stability and continuity in the future success of your business for generations.

Planning a
Business Sale

Guidance across each state of the complex process, from preparation, to transaction, and post-transaction process.

Tailored Solutions for Your Complex Needs

Our experts consider the unique characteristics of your business when providing highly customized wealth management services.

Tax Strategies

Reduce your tax obligations with comprehensive strategies and structures.

Investment Management

Diversify your wealth beyond your business for long-term growth and stability with access to unique alternative investments including private equity and real assets.

Corporate Finance

Navigate business matters related to M&A, liquidity events, capital raising, valuation, and strategic initiatives.

Trust Services

We serve as a corporate trustee, providing oversight for family businesses held in either a directed or discretionary trust.

Estate Planning

Preserve and transfer wealth efficiently for future generations.

Corporate Governance

Safeguard your business for the long term with thoughtful succession planning, governance, and strategic decision-making.

As you navigate key decisions for the future of your business, Bessemer Trust’s wealth planning experts are here to guide you with customized strategies for long-term success. Contact your advisor to learn how Bessemer can help.

Founded by an Industrial-Age Entrepreneur

As a privately owned wealth management firm with seven generations of family ownership, Bessemer Trust brings a unique combination of personal commitment, generational expertise, and a long-term perspective to wealth management. We provide our clients with highly personalized advice that reflects our best-in-class tax, investment, estate planning, and private company expertise.

Our founder, Henry Phipps, was a successful entrepreneur, and his experience laid the foundation for our deep understanding of business challenges—equipping us to provide expert guidance tailored to each of our clients’ needs.

Additional Capabilities

As you navigate key decisions for the future of your business, Bessemer Trust’s wealth planning experts are here to guide you with customized strategies for long-term success.