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Bessemer Trust Adds To Legacy Planning Team In Miami

Eliane Chavagnon

9 September 2014

Bessemer Trust has added Lucelly Dueñas to its legacy planning team in Miami, FL.

Dueñas has been appointed as senior vice president and associate fiduciary counsel, reporting to Mark Parthemer, managing director and senior fiduciary counsel for the Southeast region.

She will advise domestic and international ultra high net worth families, focused on cross-border and international matters related to legacy planning, family governance, tax minimization strategies and the implementation of estate plans.

Before joining Bessemer, Dueñas was a wealth advisor at JP Morgan Private Bank, working with high and ultra high net worth Latin American families. Previously, she was an associate at the law firms Guttenmacher & Bohatch and Stephen A Taylor.

Founded in 1907, Bessemer Trust is a privately-owned wealth and investment management firm that focuses exclusively on UHNW families and their foundations and endowments. The firm oversees $97.5 billion for more than 2,200 clients.