Bessemer Trust

Overview

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.

Basic Information

Contact Details

• Phone: +1 212-708-9100
• Website: bessemertrust.com
• LinkedIn: linkedin.com/company/bessemer-trust

Key Focus Areas & Initiatives

• investment management
• wealth planning
• family office services
• family office
• real estate investments
• trust and estate planning
• intergenerational wealth transfer
• consulting
• services
• private equity funds
• alternative investments
• client retention
• family governance
• financial reporting
• bespoke estate planning
• private markets
• bespoke lifestyle management
• family enterprise management
• family council facilitation
• asset management
• bespoke financial advice
• multi-family office
• financial advisory
• philanthropy advisory
• tax planning
• financial planning
• trust administration
• other financial investment activities
• mid-market private equity
• financial consulting
• legacy planning
• professional guidance
• customized investment strategies
• wealth management
• client-centered approach
• founder partnership
• family governance consulting
• private client services
• high-net-worth individuals
• private equity
• portfolio management
• philanthropy strategy
• family legacy
• asset allocation
• private banking
• estate planning
• family philanthropy
• risk management
• family wealth stewardship
• financial services
• succession planning
• long-term investment horizon
• confidentiality
• investment services
• wealth transfer
• customized wealth solutions
• trust services
• tax management
• philanthropy
• multifamily office
• financial education
• business succession planning
• client relationships
• financial life coordination
• operational support
• human resources services
• wealth preservation
• investment strategies
• high net worth
• client-to-employee ratio
• holistic financial planning
• performance management
• wealth stewardship
• client satisfaction
• financial literacy
• private wealth management
• financial strategies
• personalized service
• lifetime financial management
• investment philosophy
• administrative support
• wealth goals
• family dynamics
• custom investment portfolios
• financial decision making
• intergenerational wealth
• b2b
• finance
• non-profit
• management consulting
• law practice
• legal services
• nonprofit organization management

Technologies Used

• AI
• AWS Cloud
• AWS Trusted Advisor
• Ad Astra
• Amazon Managed Workflows for Apache Airflow (MWAA)
• Ansible
• Atlas
• Azure Linux Virtual Machines
• Burp Suite
• CAT
• Checkmarx
• CloudFlare Hosting
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• Drupal
• Fastapi
• Google AdWords Conversion
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Tag Manager
• Informatica
• LangGraph
• Langchain
• Liquibase
• LlamaIndex
• Microsoft Excel
• Microsoft Office
• Microsoft Office 365
• Microsoft PowerPoint
• Microsoft Teams Rooms
• Microsoft Windows Server 2012
• Mobile Friendly
• Oracle Analytics Cloud
• Python
• Qlik Sense
• React
• Redshift
• Remote
• Rust
• SQL
• Salesforce
• ServiceNow
• Slack
• Snyk
• Snyk Code (SAST)
• Strands Retail
• Terraform
• UltraDns
• VMware
• VMware SD-WAN
• Varnish
• Veracode
• Visual Website Optimizer
• Wistia
• Zoomdata
• reCAPTCHA

Affiliated Organizations & Regional Branches