Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Investment Management

Bessemer Trust

Bessemer Trust's headquarters in New York, NY, United States

Marc D. Stern

Allison D. Heilborn

W. Preston Stahl, Jr.

Max Gelfer

Paulina K.

Daniel Murray

Carolina Rios

Michael Marquez

Holly H. MacDonald

Arturo Pedroso

Brian Schlusselberg

Scott Kantor

Sean Gray

Nicola Knight

Michael A. Marquez

Jeff Mills

Sal Siminerio

Kay McMaster

Ben Sloan

James Motherway

Arthur Cohen

Luis Mallea

Patrick Darcy

George Kern

Jeffrey Clausen

Bill Maughan

Dinyar Kalwachwala

Nick Caso

Carrie Packer

Cealy Moore

Ken Handy

Michael Panzarino

Philip Kalafatis

Brad Burstin

Alec Haverstick

Rita C. Kane

Yvette M. Garcia

Stuart S. Janney, III

The Client Advisory team at Bessemer Trust provides personalized advisory services to individuals and families with significant wealth. They offer tailored financial solutions, including investment management, wealth planning, and family office services, to help clients achieve long-term financial security and peace of mind. This team leverages their deep expertise to address complex financial needs and deliver exceptional client service.

Client Advisory

This department focuses on developing and managing investment strategies and analysis to support financial decision-making.

Investment Strategies

This department oversees and advises on investment strategies and portfolio management for various asset classes.

Asset Management

This department specializes in providing fiduciary guidance, counsel, and administration for trusts and estates.

Fiduciary Services

This department specializes in providing comprehensive wealth management and advisory solutions to clients.

Wealth Advisory Services

This department specializes in overseeing tax planning, compliance, and advisory services to ensure regulatory adherence and optimize tax strategies.

Tax Management

Bessemer Trust

Org chart

Board & advisors

Teams

Client Advisory

Investment Strategies

Asset Management

Fiduciary Services

Wealth Advisory Services

Tax Management

Offices

Bessemer Trust

Org chart

Board & advisors

Teams

Client Advisory

Investment Strategies

Asset Management

Fiduciary Services

Wealth Advisory Services

Tax Management

Offices

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