Key facts A leading, full-service multifamily office

Privately owned and independent, Bessemer Trust has served individuals and families of substantial wealth for more than a century. We bring clients comprehensive wealth planning, investment management, and family office services that help them achieve peace of mind for generations.

2017 Annual Report


business: private wealth management

Focus on individuals and families

years serving clients and their families

Deep and broad experience

owner since inception

Demonstrated continuity and commitment

client-to-employee ratio

Unparalleled advice and service

generations of success

Proven long-term results

in assets under supervision

Significant scope and responsibility

consecutive years of net additions to existing client relationships

Trust and satisfaction

10-year client asset retention rate

Stability and sustainability

offices serving clients

Personalized service from local teams

client relationships

Scale and experience

trusts for which we serve as trustee or co‑trustee

Expertise and perspective

 

Founded by an industrial-age entrepreneur

A self-made man, Henry Phipps understood the challenges involved in creating wealth. As a founding partner and chief financial officer of Carnegie Steel, his innovations matched his work ethic. He also understood the connections between communicating and sustaining values, and growing and preserving wealth for his family. Phipps founded Bessemer Trust with this connection in mind. He communicated his intentions and guidance to each of his children, urging them to spend wisely and work collaboratively to preserve and maintain the family’s wealth and values for generations to come.

Bessemer Trust History

Awards

Rebecca Patterson, CIO, named as one of “The 25 Most Powerful Women in Finance” for five consecutive years —American Banker

Top 50 Family Offices —Bloomberg Markets

Top 25 Independent Multifamily Offices in the World —Campden FB

Top Private Banking Services Overall —Euromoney

Top Succession Planning/Trusts —Euromoney

Top Ultra High-Net-Worth Clients —Euromoney

Top in Wealth Planning —Family Wealth Report

Top Fund Manager —Family Wealth Report

Top National Multifamily Office —Family Wealth Report

Outstanding Contribution to Wealth Management Thought Leadership —Family Wealth Report

Top Woman in Wealth Management: Chief Investment Officer Rebecca Patterson —Family Wealth Report

Best Private Bank in the Northeast —Global Finance

Top U.S. Private Wealth Management Firm —Luxury Institute

Rebecca Patterson, CIO, named as one of “Top 50 Most Influential Women in Private Wealth” —Private Asset Management (PAM)

Top 40 Wealth Management Firms —Penta

Top Trust Banking Firms in Florida —Florida Trend