Bessemer Trust is a privately owned and independent multifamily office, renowned for providing comprehensive wealth management services to high-net-worth individuals, families, and foundations for over a century. Founded in 1907 by Henry Phipps, a partner of Andrew Carnegie, the firm was originally established to manage his family's considerable wealth. Today, it continues this legacy, offering sophisticated investment management, wealth planning, tax and estate advisory, and family office services. Bessemer Trust emphasizes a client-centric approach, acting as a fiduciary to preserve and grow clients' assets across generations with customized strategies and a long-term perspective.
Serves as the primary center for executive leadership, strategic decision-making, core investment strategy formulation, and oversight of national and international operations.
Located within the historic Rockefeller Center complex, offering a prestigious address and access to extensive business and cultural amenities.
Characterized by a deep commitment to fiduciary duty, client confidentiality, intellectual rigor, and collaborative teamwork. Employees often describe it as a collegial environment focused on excellence and long-term client relationships.
The New York City headquarters underscores Bessemer Trust's deep roots in the American financial landscape and its position as a leading wealth management firm, facilitating close proximity to financial markets and a significant client base.
Bessemer Trust primarily operates across the United States with numerous offices in key wealth centers. Internationally, its most significant presence is in London, UK, which serves as a hub for European and other global clients. Functions supported globally include comprehensive wealth management, investment advisory, trust and estate planning, and family office services, tailored to meet the complexities of international finance and cross-border asset management.
630 Fifth Avenue
New York
NY
USA
Address: 222 Royal Palm Way, Palm Beach, FL 33480
Caters to the specific needs of Florida residents, including estate planning, trust administration, and investment management, often for individuals with complex, multi-generational wealth.
Address: 101 California Street, Suite 2650, San Francisco, CA 94111
Offers specialized advice for clients with concentrated stock positions, pre-IPO planning, and philanthropic strategies common in the tech industry.
Address: 303 West Madison Street, Suite 1800, Chicago, IL 60606
Delivers comprehensive wealth management solutions, drawing on Bessemer's national resources while providing localized client service and market insights.
Address: 8th Floor, Cassini House, 57 St James’s Street, London, SW1A 1LD, UK
Provides access to Bessemer's wealth management platform for UK and European-based clients, facilitating international investment strategies and complex estate planning.
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As of April 2025, Bessemer Trust' leadership includes:
Bessemer Trust has been backed by several prominent investors over the years, including:
Bessemer Trust has seen some key leadership appointments and transitions aimed at strengthening its regional presence and investment capabilities. Notably, Tom Nassar was appointed Head of the West Coast Region.
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Bessemer Trust commonly uses specific email formats for its employees. The most prevalent patterns are [last]@[domain] and [firstinitial][last]@[domain].
[last]@bessemertrust.com or [firstinitial][last]@bessemertrust.com
Format
stern@bessemertrust.com
Example
90%
Success rate
Business Wire • February 20, 2024
Bessemer Trust announced that Tom Nassar has been appointed as Managing Director and Head of its West Coast Region. He will be responsible for leading client advisory services and business development efforts from San Francisco to San Diego....more
Pensions & Investments • April 4, 2023
Bessemer Trust named Holly MacDonald as chief investment officer. She replaced Rebecca Patterson, who left Bessemer Trust to join Bridgewater Associates as chief investment strategist....more
Bessemer Trust • October 24, 2023
Bessemer Trust released its Quarterly Investment Perspective for Q4 2023, offering insights into market trends, economic outlook, and investment strategies for clients navigating evolving financial landscapes....more
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