Chicago
Chicago, IL 60602
At Bessemer, we partner with wealthy families, business owners, senior executives, and single family offices in Chicago and across the Midwest region. 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 ensure thoughtful execution.
Our leadership in Chicago
Why Bessemer Trust in Chicago
- Established local presence since 1993, supported by in-house, multidisciplinary capabilities and the broader resources of Bessemer.
- Specialized advice around significant financial milestones, including liquidity events, business succession planning, diversification of concentrated stock positions, and Qualified Small Business Stock (QSBS) planning.
- Long-term support for preserving, transferring, and stewarding wealth across generations, including trustee services and planned giving.
- Private ownership and experience serving individuals and families of substantial wealth since 1907.
Frequently Asked Questions
Our Chicago office serves clients throughout the Midwest, including Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri (including the Kansas City metropolitan area), North Dakota, Ohio, and Wisconsin. We meet with you where it’s most convenient, whether in your home, office, or another location.
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. Our wealth planning professionals value those relationships and collaborate closely with your advisors to support coordinated planning and execution.
Our clients come to Bessemer at different points in their financial lives, with diverse circumstances, priorities, and objectives. As your needs evolve, we work alongside you to help navigate changing priorities and the complexities of preserving, transferring, and stewarding wealth across generations.
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.