Washington, D.C.
Washington, D.C. 20006
At Bessemer, we partner with wealthy families, business owners, senior executives, and single family offices across Washington, D.C., Maryland, Virginia, and West Virginia. 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 Washington, D.C.
Why Bessemer Trust in Washington, D.C.
- Established local presence since 1986, supported by in-house, multidisciplinary family office capabilities.
- Deep experience advising the region’s leaders across business, government, private equity, law, and philanthropy.
- Expertise in serving trusts, estates, and foundations in a fiduciary capacity, in alignment with our clients’ attorneys and CPAs.
- Delaware and Nevada trustee capabilities for directed and administrative trusts.
- Multigenerational planning that supports families and their enterprises over the long term.
- Private ownership and extensive experience working with individuals and families of substantial wealth since 1907.
Frequently Asked Questions
If you are based in the Washington, D.C., region, you benefit from our deep experience advising business owners, including GovCon founders, policy executives, private equity professionals, law firm partners, and families with philanthropic commitments.
We integrate estate, tax, and gifting strategies before any sale or liquidity event, helping preserve value and position your assets to support your long-term goals.
We serve as trustee or co-trustee, including through Delaware and Nevada trust structures, helping families implement flexible, tax-efficient, and enduring wealth transfer strategies.
We act as your fiduciary, partnering closely with your attorneys, CPAs, and family office to keep your planning aligned and execution seamless.
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.