Peace of mind

When you’re a Bessemer Trust client, you’ll experience a level of service and personal attention that’s hard to find elsewhere. Your team will take the time to get to know you, your life, and your family — the financial intricacies as well as the personal dynamics — and work in partnership with you to address your concerns.

Our heritage and our structure ensure that we focus exclusively on what’s best for you. We were founded in 1907 to help a single family preserve and grow wealth. Today, as a multifamily office, we earn our clients’ continued trust as we extend this commitment to each of them.

Our 3:1 client to employee ratio ensures highly personalized attention.

Our principles

Our founding family is still our owner — and also our largest client. While our profitability is considered a sign of a healthy business, the family’s primary interest is how well we serve clients.

Managing private wealth as a multifamily office is 100% of what we do. We have no distractions or competing priorities. After more than 110 years, we’ve helped clients overcome just about every challenge that can arise. We bring all of our combined experience to bear for you, tailored to your specific circumstances, goals, and wishes.

At Bessemer Trust, our focus is on long-term success — yours, and the firm’s. The strategies, services, and investments we suggest are ones we believe in and invest in ourselves.

Our client teams are rewarded primarily for client satisfaction rather than generating revenue. Their motivation is to give you unbiased advice with your best interests in mind. You can rest assured that as your life evolves in predictable and unpredictable ways, our experienced staff and extensive offering will be available to you.