Key facts A leading, full-service multifamily office

Privately owned and independent, Bessemer Trust has served individuals and families of substantial wealth for more than a century. We bring clients comprehensive wealth planning, investment management, and family office services that help them achieve peace of mind for generations.

years serving clients and their families
Deep and broad experience
owner since inception
Demonstrated continuity and commitment
client-to-employee ratio
Unparalleled advice and service
Commitment to lasting relationships
in assets under supervision
Significant scope and responsibility
10-year client asset retention rate
Stability and sustainability
offices serving clients
Personalized service from local teams
client relationships
Scale and experience
trusts for which we serve as trustee or co‑trustee
Expertise and perspective


Founded by an industrial-age entrepreneur

A self-made man, Henry Phipps understood the challenges involved in creating wealth. As a founding partner and chief financial officer of Carnegie Steel, his innovations matched his work ethic. He also understood the connections between communicating and sustaining values, and growing and preserving wealth for his family. Phipps founded Bessemer Trust with this connection in mind. He communicated his intentions and guidance to each of his children, urging them to spend wisely and work collaboratively to preserve and maintain the family’s wealth and values for generations to come.

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Bessemer Trust History


Top 40 Wealth Management Firms — Barron's Penta

Top 25 Independent Multifamily Offices in the World —Campden FB

Top Family Office Services – Euromoney

Top Philanthropic Advice – Euromoney

Top Private Banking Services Overall —Euromoney

Top Succession Planning/Trusts —Euromoney

Top Ultra High-Net-Worth Clients —Euromoney

Best in Fiduciary or Trust Services – Family Wealth Report

Outstanding Contribution to Wealth Management Thought Leadership —Family Wealth Report

Top Fund Manager —Family Wealth Report

Top National Multifamily Office —Family Wealth Report

Top in Wealth Planning —Family Wealth Report

Top Trust Banking Firms in Florida —Florida Trend