Bessemer Trust | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Bessemer Trust is a privately owned multi-family office based in New York City, founded in 1907 by Henry Phipps Jr. The firm manages over $200 billion in assets for more than 3,000 high-net-worth individuals, families, foundations, and endowments across 19 regional offices worldwide. Originally established to manage the wealth of the Phipps family from the sale of Carnegie Steel, the firm has expanded its services since 1974 to include a diverse clientele while maintaining a focus on long-term stewardship and client satisfaction.

The company offers comprehensive family office solutions, including wealth planning, investment management, and family office services. Their investment management includes access to various asset classes, such as equities and private equity, with a focus on middle-market businesses. The firm emphasizes personalized service, with expert teams providing tailored strategies to foster long-term relationships with clients. With a strong track record of client retention, Bessemer Trust manages over 13,000 trusts, ensuring a high level of service and support for its clients' financial needs.