Managing your financial life

We’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you. You can take comfort knowing that we have the time, attention, and expertise to address every dimension of managing your wealth — now and for generations to come. Founded as a family office in 1907, Bessemer Trust brings you more than a century of private wealth management experience. In fact, managing private wealth is and always has been our one and only business.

Our one and only focus since 1907

Expert advice and personal service for every part of your financial life

Coordinating your financial life descriptionFamily officeservicesInvestmentmanagementWealthplanning

Investment management

  • Investment strategy and research
  • Customized asset allocation
  • Internal and external portfolios
  • Asset advisory
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Wealth planning

  • Trust and estate
  • Tax and risk management
  • Family and next generation
  • Philanthropy
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Family office services

  • Custody and reporting
  • Private banking
  • Bill payment and accounting
  • Human resource services
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