San Francisco
San Francisco, CA 94111
At Bessemer, we work with families of substantial wealth, business owners, senior executives, and single family offices in San Francisco and throughout Northern California, the Central Coast, and the Central Valley. Our team provides integrated wealth planning, investment management, and family office services. We combine deep local knowledge with the resources of a national firm and coordinate seamlessly with your existing advisors to support thoughtful execution.
Our leadership in San Francisco
Why Bessemer Trust in San Francisco
- Established local presence. Our San Francisco office has served clients in Northern California since 1997, supported by in-house specialists and the broader resources of Bessemer.
- Experience with complex wealth. We advise clients with exposure to areas including technology, artificial intelligence, privately held businesses, and legacy real estate holdings.
- Specialized advice. We help clients navigate complex financial events, from liquidity and tax planning to managing concentrated wealth through diversification strategies such as Rule 10b5-1 trading plans, hedging, and exchange funds.
- Support for complex needs. We provide comprehensive family office services or work with existing family offices and advisors.
- Multigenerational planning. We advise families on preserving and transferring wealth across generations, including trustee services, family governance, and planned charitable giving.
Frequently Asked Questions
Our San Francisco office serves clients throughout the Bay Area, including Silicon Valley, and across Northern California. We meet with you where it’s most convenient for you, whether in your home, office, or other location.
Some clients have needs that span multiple areas of their financial lives. Bessemer brings together expertise across the firm, from tax-managed strategies and alternative investments to family office services and private aviation.
A dedicated senior advisor leads your team, supported by specialists from across Bessemer as your needs require. Our 3:1 client-to-employee ratio reflects the depth of resources available to support highly personalized service and a deep understanding of your family’s needs.
Many clients work with attorneys, accountants, and other trusted advisors. We value those relationships and collaborate closely with your advisors to support coordinated planning and execution.
Integrated Solutions for Complex Wealth
- Wealth Planning We provide tax-efficient wealth strategies to help protect, transfer, and maximize the impact of your wealth across generations.
- Investment Management We offer access to exclusive public and private investment opportunities, with customized portfolios tailored to your needs.
- Family Office Services We deliver integrated family office solutions designed to simplify the financial, operational, and administrative complexities that come with substantial wealth.
Insights
Stay current with perspectives informed by deep expertise and decades of experience.