The North Hill Group of Oppenheimer & Co. Inc.’s Post

Ever heard of Bessemer Trust? It wasn’t always a wealth management giant. Henry Phipps, a steel mogul and Andrew Carnegie’s close associate, co-founded Carnegie Steel and amassed a fortune through the groundbreaking Bessemer process. In 1907, Phipps launched Bessemer Trust to safeguard and grow his family’s wealth, initially keeping it exclusive to the Phipps family. Today, it’s a financial behemoth, managing over $200 billion for more than 3,000 families. 🏦💼 Known for its exclusivity, Bessemer Trust caters to ultra-high-net-worth clients, providing bespoke financial solutions. 💎✨ What if you could secure your family’s financial future with the same strategic planning? What legacy will you create? 🌳💵 Inspired by this story? Let’s talk about applying these principles to your own financial journey. Comment below or DM me for a tailored consultation! 📩🤝 #WealthLegacy #FinancialStrategy #FamilyWealth #ExclusiveServices #BessemerStory #TransformYourWealth #ConsultationInvitation #TheContractDoctor

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

Building a Legacy? Bowbrook Financial Planners bridges the wealth gap across generations! Family is everything. But navigating wealth transfer can feel complex. Bowbrook Financial Planning specialises in Intergenerational Wealth Management. We help families develop strategies to support loved ones, build a lasting legacy, and achieve financial security across generations. #wealthmanagement #financialplanning #businessgrowth

Join Beth Kaufman, National Chair of Lowenstein Sandler LLP's Private Client Services, on April 17 for a compelling webinar during Morgan Stanley Private Wealth Management's FLAG Institute. She'll discuss the unseen challenges heirs of wealth face and share crucial strategies for intergenerational wealth planning. #privateclientservices #wealthmanagement #estateplanning #trustsandestates #wealthplanning #familylaw

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.

Taylor Pluss, Defined Contribution Specialist, was not only born and raised in Denver, but also came from a family of investors. Gravitating to Janus Henderson after she graduated, Taylor began in the Sales team and worked her way up the ladder to now help her clients take charge of their financial futures. Hear more from Taylor in the video below and learn more about our Defined Contributions team here: https://ter.li/lbrw5e #JHI #JanusHenderson #BrighterFutureTogether #DefinedContribution #ClientsComeFirst #US Investing involves risk.