Bessemer Trust is a privately owned multi-family office that was established in 1907 and maintains its principal operations in New York, United States. The firm functions as a comprehensive wealth management and investment advisory organization, originally founded to manage the assets of the Phipps family. Its core mandate involves providing integrated wealth planning and investment management services designed to preserve and grow capital for high-net-worth individuals and families over multiple generations. As an independent institution with a history spanning more than a century, the firm emphasizes a long-term perspective in its fiduciary duties. This enduring market position is supported by a structure that prioritizes client alignment and stability, allowing Bessemer Trust to maintain a consistent presence in the financial services landscape while evolving its service offerings to meet the complex needs of substantial wealth holders globally. The investment strategy executed by Bessemer Trust involves the construction of customized portfolios that span a broad spectrum of primary asset classes. These include public securities such as large-cap, mid-cap, and small-cap stocks, as well as a variety of fixed-income instruments including municipal and taxable bonds. Beyond traditional markets, the firm integrates alternative investments into its allocations, specifically targeting hedge funds, private equity funds, real estate holdings, and energy interests. The geographic focus of these activities is primarily centered on the United States, though the firm maintains the capability to navigate global markets to achieve diversification. The strategy is characterized by a multidisciplinary approach, combining internal management expertise with access to external specialized managers to optimize portfolio construction. By remaining nimble in security selection and asset allocation, Bessemer Trust ensures that each investment solution is tailored to the specific risk tolerance and tax considerations of its clients, utilizing its various trust companies to facilitate efficient wealth transfer and asset protection across different jurisdictions. In terms of organizational scale, the firm operates a robust platform that includes 22 offices positioned to serve a diverse and sophisticated client base. Bessemer Trust currently manages approximately 3,000 client relationships, reflecting its significant reach within the private wealth sector. The organization’s longevity is a defining characteristic, having served individuals and families of substantial wealth for 119 years. Its internal structure includes specialized entities such as Bessemer Investment Management LLC, an SEC-registered advisor, and multiple domestic trust companies authorized to act in various states including Delaware, Florida, and California. This extensive network allows the firm to provide localized expertise while maintaining a unified national standard of service. The platform is designed to offer a seamless experience across investment, trust, and family office functions, ensuring that the firm remains a comprehensive resource for its clients. Ultimately, the reach of Bessemer Trust is defined by its ability to combine the resources of a large financial institution with the personalized attention and specialized focus of a dedicated family office.