Bessemer Trust

Founded in 1907, Bessemer Trust is a private, independent office that oversees more than $140 billion for over 2,500 families, foundations, and endowments. The firm has its headquarters in New York City as well as 19 regional offices.

In the 2014 Wealth Family Report, Bessemer Trust won several notable awards including Best National Multi-Family Office and Best Fund Manager.

Much like Insignia, Bessemer Trust prides itself on core foundational beliefs, principally that great relationships are built on trust and that the key to building that trust lies in treating clients like family.

Bessemer Trust’s customised approach enables them to meet the needs of their clients at the proper time and in the appropriate measure. Many of their relationships span generations and reflect their high level of client satisfaction. The firm promises to understand and know their clients, their lives and what’s truly important to them. Each recommendation made, problem solved, and milestone achieved is grounded in their support for the continued success and well-being of their clients.

With an industry-leading client-to-employee ratio, Bessemer Trust can provide the highest levels of expert guidance, responsiveness, and attention to detail. By managing all aspects of their clients’ financial lives, the firm gives its client the time to do the things they care about most, and the peace of mind to enjoy doing them.

Clients must have at least $10 million to expect a full range of services from Bessemer Trust. However, the firm boasts a client-retention rate of 98.4%, which is significantly higher than industry-wide averages.