Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world.
With 50+ years of investing experience, we have helped shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. We deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.
Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. With over 1,400 employees, we select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
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Cressetis a firm built by clients, for clients. As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Our commitment to our clients has earned recognition by prominent American financial and business publications. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.
*Disclosures related to awards, recognitions, and rankings availablehere.
**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.
Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/
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