Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Consistently recognized as a leading multifamily office, we provide highly personalized advice and service our clients know they can depend on. We take the time to understand each of our clients’ objectives in order to deliver long-term, fully integrated solutions that help them:

  • Protect their lifestyles through economic cycles
  • Increase their wealth beyond taxes, inflation, and fees
  • Manage their day-to-day financial complexities
  • Transfer their wealth across generations and fulfill
  • their philanthropic goals

    The Bessemer Difference

(as of August 31, 2015)
  • Multifamily office founded in 1907
  • 850 employees across 19 offices globally
  • 2,200 clients with an average relationship size of $45 million
  • 10-year client asset retention rate of 98%
  • Financially stable with a strong balance sheet

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

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

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