Family Office Services

Family Office Services

Flexible family office solutions to meet your needs. More than 110 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. Clients seek our flexible offering and advice when they want to:

  • Access supplemental operational support in select functional areas

  • Consolidate services performed by multiple family office providers

  • Fully outsource existing family office operations

  • Understand the considerations related to building a family office

Family Office Services Overview

Our Broad Offering

Custody and Reporting:

Custody services, as well as consolidated portfolio reporting and analysis, for all family, entity, and trust assets across investment managers and custodians

Private Banking:

Checking accounts, money transfers, loans, currency-exchange services, letters of credit, and other private banking services

Bill Payment and Accounting:

Full financial accounting and bookkeeping support, as well as comprehensive payment services with detailed reporting capabilities, including entity accounts payable, employee expense reimbursement, and personal bill payment

Human Resource Services:

A turnkey suite of employee human resource services, including policies, filings, hiring support, payroll, benefits administration, and training