Bessemer Trust Company:
Providing Private Client Wealth Management Services

Recently Released!!!
Date Published: May 11, 2016
Summary PPT: 32 Slides
Reference PPT: 194 Slides

Bessemer Trust Company was founded by Henry Phipps in 1908 and is based in New York, NY. Bessemer Trust Company has seventeen offices, 800 employees, 2,200 clients, $1.4 billion deposits, $291 million net loans & leases, $200 million revenues, and $50 million net profits. The firm is led by its CEO Marc Stern & President George Wilcox. Its web site can be found at

Bessemer Trust Company's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Family Enterprise Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, deposits, net loans & leases, total interest income, total interest expense, net interest income, total non-interest income, total non-interest expense, revenues, net profits, & net charge offs.
Its profile includes detailed outlines of its core businesses.
  • Private Client
  • Asset Management
  • Insurance
  • Estate Planning
  • Tax
And its profile concludes with the highlights of its organizational structure & ownership.

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