Principal, Family & Philanthropy Advisor
CurrentConsult directly with ultra-high-net-worth individuals and families to design and implement philanthropic giving strategies, next gen education programming, and multigenerational family governance systems.• Partner with Client Advisory Teams across the firm’s Western regional offices to help client families set up charitable vehicles, establish governance frameworks, create mission statements, devise impact strategies, and identify, vet, and monitor charitable investment opportunities.• Partner with Client Advisory Teams nationally to design and execute family meetings for clients committed to cementing legacy, empowering next generation loved ones, and fostering good governance of family businesses and/or other shared assets.• Cultivate partnerships with industry leaders and highlight Bessemer’s knowledge, expertise, and lessons learned in public forums through speaking engagements and authorship.• Partner with business development colleagues to highlight Philanthropic Advisory and Family Wealth Stewardship services for prospective clients and centers of influence.