Stephen R Akers
We help you develop an integrated long-term wealth plan that considers multiple aspects of your life.
* Developing an Investment Plan
* Defining Your Legacy
* Preparing the Next Generation
* Engaging in Philanthropy
* Managing a Family Business
* Uncovering Tax-Planning Opportunities
* Owning Property
* Structuring and Protecting Assets
* Accessing Hedge Funds & Private Equity
* Weathering Heightened Uncertainty
Services
* Legacy Planning
* Tax Strategies
* Family Wealth Stewardship
* Concentrated Holding Strategies
* Family Company Advisory
* Insurance Advisory
* Philanthropic Advisory
* Real Estate Advisory
* Financial Services
* Specialized Services
Fellow - American College of Trust & Estate Counsel
Stephen R Akers
Bessemer Trust Co.
300 Cresent Ct #800
Dallas TX 75201
Tel: 214 981-9407
Fax: 214 981-9410
E-mail: akers@bessemer.com
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