Page 4 - Bessemer Trust

Nicolette B. Knoeck
Principal and Senior Tax Consultant

Mrs. Knoeck is Principal and Senior Tax Consultant at Bessemer Trust. In this role, she is
responsible for strategic tax consulting and tax management services for Bessemer clients and
related entities.

Prior to joining Bessemer, Nicolette was a consultant at BMO Harris myCFO (now CTC myCFO)
in their family office services group providing tax services to high-net-worth clients. Before that,
she worked at a single-family office as a vice president of Client Service, where she oversaw the
family members’ financial planning matters. She began her career at KPMG LLP in their Personal
Financial Planning Group as a senior tax manager responsible for tax compliance and consulting
services to high-net-worth individuals, multigenerational families, and corporate executives.

Nicolette earned a B.S. in accounting from Illinois State University. She is a CPA and a CFP®
professional, and a member of both the American Institute of Certified Public Accountants and
the Illinois CPA Society.