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Annual Report 2024, Elevating the Family Office

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At Bessemer, we take serving as your family office to the next level.

We build deep connections and lasting relationships with our clients, and they turn to us for a different perspective. With vast expertise and exceptional care, we see the full picture and understand how the individual pieces fit together — distinctively — for you and your family, now and on the path ahead.

Annual Report 2024, click to Download PDF
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“When a client comes to us with a new need, it’s likely not new to us — we can create the right solution because we’ve seen it before from so many angles.”

Charlie Ausperger
Head of Lending

118 years serving clients and families
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Highlights from our Chairman and CEO

It could be a moment of joy and celebration. An upcoming wedding. The birth of a child. A graduation from school into the workforce. The purchase or sale of a home or business. Or it could be a moment of sorrow like the loss of a loved one, a life-altering medical diagnosis, or a legal issue.

It’s at pivotal moments like these that our clients often tell us we are one of their first calls. We know of no higher compliment. Whatever the circumstance, we hope our clients know they can count on us to respond with empathy and expertise.

For us, this is what it means to be a family office: Being a trusted advisor during the moments that matter most.

All of us at Bessemer regard it as a privilege to serve as our clients’ family office, and we remain dedicated to fulfilling our role with care, integrity, and expertise today and for generations to come.

George D. Phipps Chairman

Marc D. Stern Chief Executive Officer

Annual Report 2024, click to Download PDF