Bessemer Trust at a Glance More than 110 years in a single business with the same owning family 3-to-1 client-to-employee ratio 98% client asset retention rate over the past 10 years Well-capitalized balance sheet, with zero debt A steadfast commitment to funding initiatives to ensure we can deliver the comprehensive advice, personal service, and professional dependability you rely on: Expanding our wealth planning services and communications Published our latest thinking on a range of priorities, including insurance, philanthropy, and trusts. Responding to client demand for new portfolios Launched new values-centered investment portfolio to assist clients looking to align their investments with their personal values. Introducing channels to share essential financial information Refined our client and public websites and enriched our mobile offering. On-going enhancements to our information security capabilities Enhanced communications for greater ease of use while safeguarding your personal information.