The Bessemer Difference
Our sole mission is to help you manage your wealth so it has a positive impact on your life and the lives of generations to come. Unlike many firms today, we are:

  • Privately owned. Our owners’ long-term commitment to private client wealth management leads to organizational and staff stability.
  • Aligned with your interests. We employ the same disciplines and strategies for our owners, clients, and employees.
  • Objective. As an independent firm, our professionals are free of distractions and focus only on doing what is in the best interest of each client.
  • Service oriented. Our 3:1 client relationship-to-employee ratio is among the best in the industry and enables us to provide highly customized services.

Long-term Investment Solutions
Our Balanced Growth portfolio includes a global mix of large-, mid-, and small-cap equities, fixed-income securities, credit investments, commodities, currencies, and hedge funds. We use our model portfolios as a starting point for developing your personalized investment plan.

Wealth Management Capabilities
We will work closely with you to develop an integrated long-term wealth plan. Our experienced specialists are available to assist you with a variety of family wealth issues:

  • Estate Planning
  • Tax Planning
  • Family Company Advisory Services
  • Philanthropic Advisory Services
  • Insurance Advisory Services
  • Real Estate Advisory Services

We provide these services because we believe you gain the maximum benefit of your wealth when it is viewed in a comprehensive manner. As we include our services in our investment management fee, their profitability as individual businesses does not influence us.




AT A GLANCE
(as of June 30, 2014)
- Founded in 1907
- Privately owned
- $97.5 billion under supervision
- 3:1 client-to-employee ratio 
  (More than 2,200 clients and 
  800 employees)
- Average relationship size: 
  $43 million
- $10 million minimum

2013 ANNUAL REPORT


MANAGEMENT
Marc D. Stern
Chief Executive Officer
George Wilcox
President
Rebecca H. Patterson
Chief Investment Officer

HEADQUARTERS
630 Fifth Avenue
New York, NY 10111-0333
(212) 708-9100

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