• BP Large Images20 - BESSEMER TRUST – THE MYSTERY CLIENT
  • BP Large Images21 - BESSEMER TRUST – THE MYSTERY CLIENT
  • BP Large Images22 - BESSEMER TRUST - WEALTH MANAGEMENT CAMPAIGN
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  • Bessemer Box - BESSEMER TRUST - WEALTH MANAGEMENT CAMPAIGN
  • Bessemer Skyscraper2 - BESSEMER TRUST - WEALTH MANAGEMENT CAMPAIGN
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  • BESSEMER TRUST – THE MYSTERY CLIENT

    Bessemer Trust develops unique wealth management growth strategies based on the individual goals of each of their clients. The proposed Mystery Client campaign is based on the premise that investing with Bessemer Trust is like being invited to join an exclusive club. The members of that club most likely choose to go unrecognized with confidence, as opposed to bragging about who they invest millions of dollars with. Completed in conjunction with Munn Rabôt.

  • BESSEMER TRUST – THE MYSTERY CLIENT

    Bessemer Trust develops unique wealth management growth strategies based on the individual goals of each of their clients. The proposed Mystery Client campaign is based on the premise that investing with Bessemer Trust is like being invited to join an exclusive club. The members of that club most likely choose to go unrecognized with confidence, as opposed to bragging about who they invest millions of dollars with. Completed in conjunction with Munn Rabôt.

  • BESSEMER TRUST – WEALTH MANAGEMENT CAMPAIGN

    Bessemer Trust Wealth Management develops long-term wealth management strategies by leveraging the individual attributes of their clients’ financial situations and savings. They are not in the investment banking, brokerage, or commercial lending businesses. They don’t just invest your money in the hot stock of the day. Bessemer Trust has no alternative agendas. They are in the business of preserving and growing wealth to enhance client lifestyles by successfully achieving financial goals. Completed in conjunction with Munn Rabôt.

    READ GREAT, GREAT, GREAT GRANDCHILDREN >

    READ GREAT, GREAT, GREAT GRANDCHILDREN V

    We’d all like to be remembered long after we’re gone. And not as the one who squandered the family fortune. At Bessemer Trust, we believe maintaining wealth from generation to generation is the true art of wealth management. So we have a team of specialists targeted at precisely that. We meet with each client and create a plan based on their family’s goals. That vision drives everything. Our Family Wealth Stewardship Advisors help prepare the next generation to responsibly guide your wealth. And our Legacy Planning team puts the tools in place to help them do it. Our Tax Strategists help fend off the largest threat to your wealth. We have specialists to help you manage real estate. Family businesses. Insurance. Even philanthropy. And while our focus is long term, our returns are in the top quartile of the Lipper Balanced Fund universe. Let’s face it. History is littered with family names once associated with great wealth that now are mere footnotes. Everything we do is designed to keep you from becoming one of them.

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    READ WALL STREET GIBBERISH >

    READ WALL STREET GIBBERISH V

    We’ve all encountered them. The brokers and financial advisors who try to talk over your head to sound impressive. That way they think you’ll follow their recommendations. And often, those recommendations include risky investment positions that will reward them handsomely at bonus time. At Bessemer Trust, we have no self-serving agendas. We work closely with each client to understand their goals. And then we communicate with them in a straightforward way. The bottom line is that we consider our best client to be an informed client. They should understand how each investment fulfills their aspirations, as part of an overall plan. Does this kind of collaboration work? Suffice it to say, our returns are in the top quartile of the Lipper Balanced Fund universe. See how refreshing it is to speak with a wealth management advisor whose only agenda is you. You’ll find us in Rockefeller Center. A million miles from Wall Street.

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  • BESSEMER TRUST – WEALTH MANAGEMENT CAMPAIGN

    Bessemer Trust Wealth Management develops long-term wealth management strategies by leveraging the individual attributes of their clients’ financial situations and savings. They are not in the investment banking, brokerage, or commercial lending businesses. They don’t just invest your money in the hot stock of the day. Bessemer Trust has no alternative agendas. They are in the business of preserving and growing wealth to enhance client lifestyles by successfully achieving financial goals. Completed in conjunction with Munn Rabôt.

    READ TAXES >

    READ TAXES V

    Those who have been blessed with riches should do their part for society and the world. Granted. However, each time your wealth gets passed on to the next generation, it is taxed again. In fact, without proper tax counseling and estate planning, the government can take up to 75 percent of your wealth by the third generation. So you won’t be in a position to do your part for anyone-including your own family. At Bessemer Trust, our tax advisors work in unison with all our specialists. They continuously coordinate with you, your attorneys, and accountants to scrutinize your situation and find the best current tactics that fit your needs-like family limited partnerships or generation-skipping trusts. We believe tax strategies are so critical, in fact, that this is part of our service, unlike many firms that bring in outsiders for an added fee. You worked hard to accumulate your wealth. You shouldn’t have to work just as hard to hang onto it. That’s far too taxing

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    READ JUST SOLD YOUR COMPANY >

    READ JUST SOLD YOUR COMPANY V

    Finally, you can relax. All your hard work and late nights just turned into more wealth than you ever imagined. You experience a feeling of euphoria. Then, just as suddenly, you experience a feeling quite foreign: fear. You realize that after years of knowing exactly what to do, you don’t even know where to start. There are massive tax implications. You worry about how this influx of wealth will affect your family’s values. Perhaps your fortune came largely in stock. How do you convert that? At Bessemer Trust, we’ve spent 100 years helping people learn how to deal with the complexities of wealth. We work closely with our clients to help devise plans for their specific needs: tax strategies, estate planning, insurance advice, philanthropic goals, even family mission statements. Our specialists will answer all your questions, and even point out other questions you should be asking. All of which provides you with that one benefit you were hoping wealth would afford you in the first place. Finally, you can relax.

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  • BESSEMER TRUST – WEALTH MANAGEMENT CAMPAIGN

    Bessemer Trust Wealth Management develops long-term wealth management strategies by leveraging the individual attributes of their clients’ financial situations and savings. They are not in the investment banking, brokerage, or commercial lending businesses. They don’t just invest your money in the hot stock of the day. Bessemer Trust has no alternative agendas. They are in the business of preserving and growing wealth to enhance client lifestyles by successfully achieving financial goals. Completed in conjunction with Munn Rabôt.

    READ FASHION / FAD >

    READ FASHION / FAD V

    Fads. Trends. They’re basically the same, right? Absolutely not. A fad is a momentary craze people tend to
    follow blindly, while a trend is a true turn in direction with lasting implications. Unfortunately, when it comes to
    investing, fads have decimated portfolios-including investments in “hot” foreign geographies where unforeseen
    events like political crises and hyper-inflation have led to meltdowns. Or the tech bubble, when the lure of the
    future made people forget the basic fundamentals. And the recent rush into real estate, only to see prices now
    plummeting. At Bessemer Trust, we have some of the most sophisticated investment professionals working
    today. They know how to spot fads and avoid them. They continuously analyze external forces that might change
    the way the wind is blowing, while seeking the next enduring trend before it even is a trend. So you realize
    attractive returns without taking irrational risks. Of course, with the way we avoid fads, you won’t find us
    wearing the latest couture styles. But somehow, we think you’ll appreciate that about us.

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    READ WE MAY NOT BE RIGHT >

    READ WE MAY NOT BE RIGHT V

    At Bessemer Trust, we’re not the largest wealth management company in the world, and that’s by design. We
    get so involved in the goals and aspirations of our clients that we simply couldn’t do it for an unlimited number
    of individuals. For 100 years, we’ve sought very special clients who are seeking a smarter way of approaching
    their wealth. While we have some of the most sophisticated investment professionals in the world today, with
    returns in the top quartile of the Lipper Balanced Fund universe,our approach is based on the bigger picture. On
    the fact that life goes on far beyond the current quarter. And the belief that passing wealth on from generation
    to generation is the true art of wealth management. If that type of relationship appeals to you, we should talk.
    And if you’d rather chase the highest returns you can get, regardless of the risk, we shouldn’t. And that’s okay.

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  • BESSEMER TRUST – WEALTH MANAGEMENT CAMPAIGN

    Bessemer Trust Wealth Management develops long-term wealth management strategies by leveraging the individual attributes of their clients’ financial situations and savings. They are not in the investment banking, brokerage, or commercial lending businesses. They don’t just invest your money in the hot stock of the day. Bessemer Trust has no alternative agendas. They are in the business of preserving and growing wealth to enhance client lifestyles by successfully achieving financial goals. Completed in conjunction with Munn Rabôt.

  • BESSEMER TRUST – WEALTH MANAGEMENT CAMPAIGN

    Bessemer Trust Wealth Management develops long-term wealth management strategies by leveraging the individual attributes of their clients’ financial situations and savings. They are not in the investment banking, brokerage, or commercial lending businesses. They don’t just invest your money in the hot stock of the day. Bessemer Trust has no alternative agendas. They are in the business of preserving and growing wealth to enhance client lifestyles by successfully achieving financial goals. Completed in conjunction with Munn Rabôt.