Michelle Jacobs Thumbnail

Michelle Jacobs

Vice President and Family and Next Gen Advisor
Bessemer Trust
Ms. Jacobs is Vice President and Family and Next Gen Advisor at Bessemer Trust. In this role, she is responsible for advising clients on next generation education and multigenerational family meetings. She also co-leads the firm’s Next Gen Client Advisory Council and the annual Next Gen Client Workshop. Prior to joining Bessemer, Michelle worked as a client administrative analyst at a private investment firm, supporting its client advisory and marketing efforts. Michelle earned an M.B.A. from Fairfield University, where she was awarded the Graduate Student Award for Academic Achievement in the School of Business. She also earned a B.S., magna cum laude, in business administration with a concentration in economics from Southern Connecticut State University.

SESSIONS

Concurrent Workshop #1 | Making Family Meetings Fun and Productive for the Younger Generations Speaker

Tweens, teens and college students shouldn’t just be relegated to the kids’ table at family meetings. If they are to develop into engaged and responsible family business stewards, they must be given opportunities to participate in age-appropriate educational programming. Fun activities also must be designed to give young cousins a chance to bond. This session will provide suggestions on meeting programming to engage the younger set.