- Dueñas is responsible for advising domestic and international ultra-high-net-worth families as they navigate the complexities of wealth
Bessemer Trust has announced that Lucelly Dueñas has joined the firm’s Miami office Legacy Planning team as Senior Vice President, Associate Fiduciary Counsel, reporting to Mark R. Parthemer, Managing Director, Senior Fiduciary Counsel for the Southeast region.
Ms. Dueñas is responsible for advising domestic and international ultra-high-net-worth families as they navigate the complexities of wealth. She will specifically focus on cross border and international matters related to legacy planning, family governance, tax minimization strategies, and the implementation of estate plans.
Ms. Dueñas earned an LL.M. in Estate Planning from the University of Miami School of Law in Florida, a J.D. from Indiana University School of Law, and a B.S. in Psychology and a B.A. in Criminology from the University of Florida. She is fluent in Spanish.
Before joining Bessemer, Ms. Dueñas was a wealth advisor at J.P. Morgan Private Bank, where she worked with high- and ultra-high-net-worth Latin American families on the strategic planning of their wealth. Previously, she was an associate at the law firms, Guttenmacher & Bohatch, P.A., and Stephen A. Taylor, P.L.
“Lucelly’s depth and breadth of experience in providing exceptional advice and unparalleled client service will help to strengthen Bessemer’s ties to ultra-high-net-worth families and individuals in South Florida and across Latin America,” said Michael Marquez, Managing Director and Florida Region Head for Bessemer.
Founded in 1907, Bessemer Trust is a privately owned wealth and investment management firm that focuses exclusively on ultra-high-net-worth families and their foundations and endowments. The firm oversees $97.5 billion for approximately 2,200 clients and provides an integrated approach to the investment, trust, estate, tax, and philanthropic needs of its clients.