Bessemer Trust is a privately owned, multifamily office specializing in wealth management services for high-net-worth individuals and families. With a legacy dating back over a century, the firm is known for its disciplined, client-centric approach that emphasizes long-term planning, intergenerational wealth preservation, and customized investment strategies. As an independent fiduciary, Bessemer Trust aligns its interests with those of its clients, offering conflict-free guidance and transparent advisory services. The firm is particularly known for serving ultra-affluent clients, including business owners, executives, and family entities, tailoring solutions to meet complex financial needs.

In addition to investment management, Bessemer Trust provides integrated services such as estate and tax planning, philanthropy advisory, and family governance coaching. Their team of experts spans various disciplines, allowing for a holistic and coordinated approach to wealth management. The firm remains privately held, allowing it to maintain focus on long-term client relationships rather than short-term shareholder pressure. Bessemer Trust also takes pride in its discreet and deeply personalized service, often serving families across multiple generations.

Website: https://www.bessemertrust.com/wealth-management-new-york?utm_medium=directory&utm_source=listing&utm_campaign=new-york-office

Key Services:

– Investment Management
– Wealth Planning & Financial Advisory
– Estate and Tax Planning
– Trust and Fiduciary Services
– Philanthropy Advisory
– Family Governance and Education
– Private Equity & Real Asset Solutions
– Risk Management and Insurance Review