Drew Besonson

Drew Besonson is a Partner at Bleakley Financial Group, where he leads comprehensive wealth management and advanced planning services for affluent families and business owners, primarily based in Michigan but with impact across national markets. His expertise centers on complex business and estate planning, focusing on tax-efficient wealth transfer strategies and the integrated management of family holdings, trusts, and legacy planning. He is also the President of Poise Wealth, further demonstrating his leadership in the financial advisory sector.

With over 20 years in the financial services industry, Drew is known for his work helping clients navigate high-net-worth financial strategies, including sophisticated trust structuring and multi-generational estate solutions. His career highlights include transferring more than $11 billion into specialized trusts and earning recognition in Fortune Magazine for his service excellence. He collaborates closely with professionals across legal and accounting disciplines and regularly lectures financial advisors and attorneys on advanced planning topics.

Drew's sectoral focus is on private wealth management, business succession, estate planning, and insurance solutions, particularly tailored to the needs of entrepreneurs, executives, and high-net-worth families. While his education details are not publicly documented, his extensive expertise and industry impact are reflected in both client outcomes and peer recognition. He is active in community organizations, serving as board chair for Orchards Children’s Services, and is committed to developing strategies that leave clients financially better off while aligning their actions with long-term intentions.