Financial Advisors
San Francisco, CA
Bessemer Trust is a privately owned, independent multi-family office providing comprehensive private wealth management to high-net-worth individuals and families in San Francisco. With 119 years of experience, they offer investment management, estate planning, tax advisory, family office services, and specialized guidance on business succession, real estate, philanthropic giving, and corporate trustee services. Their approach combines personalized advice with institutional expertise, focusing on understanding clients' complete financial and personal circumstances to align strategies across all wealth management needs.
Ideal for: High-net-worth individuals, business owners, families with substantial assets, philanthropists, families seeking multi-generational wealth planning
Service area: San Francisco and surrounding Bay Area
119-Year Independent Firm: Privately owned and independent multi-family office with over a century of experience serving high-net-worth families, providing continuity and stability without conflicts of interest.
Comprehensive Family Office Services: Beyond investment management, they offer specialized services including business owner advisory, family governance, philanthropic planning, real estate advisory, and corporate trustee services tailored to complex family wealth.
Personalized Relationship-Driven Approach: Dedicated team approach that integrates understanding of clients' personal and financial circumstances to align strategies across all wealth management capabilities.
Address: 101 California St Suite 2500, San Francisco, CA 94111
Phone: (415) 291-1810
Website: bessemertrust.com
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