Family Office Services

Family Office Services

Flexible family office solutions to meet your needs. More than 115 years after Henry Phipps founded Bessemer Trust as a single family office, we remain committed to providing our clients with highly customized family office solutions that best help them achieve their goals.

Are you starting or rethinking your family office?

Families of substantial wealth are likely to need some kind of family office. Bessemer Trust can help identify structures that best suit your needs. We also oversee or provide related services: from public and private investments and trust and estate planning to bill pay, HR services, financial education for family members – and more.

If you’re setting up or redesigning your family office, consider these key questions:

  • What services does my family need and want?
  • Which services are better retained, outsourced, or consolidated?
  • What are my criteria for potential providers?

We can help you evaluate the most appropriate strategy for you and your family.

Bessemer Trust: A preeminent multifamily office

  • Founded in 1907, privately owned and independent
  • 21 offices globally, serving more than 3,000 clients
  • 10-year client asset retention rate of 99%
  • Industry-leading 3-to-1 client-to-employee ratio
  • Over $150 billion in assets under supervision

Bessemer Trust Family Office Services: An Overview

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