Bessemer Trust in San Diego
For years, our team in San Diego has been delivering sophisticated advice to individuals and families of substantial wealth in Southern California and Arizona.
Our clients come to us at different stages of life, with different objectives and needs. Our integrated team of specialists use their deep expertise and experience to develop solutions designed with your best interests in mind.
Our San Diego Team
Bessemer Trust: A Preeminent Family Office
Our roots trace to 1907, when Henry Phipps, an entrepreneur, philanthropist, and founding partner of Carnegie Steel, established Bessemer Trust as his family office. Now in our seventh generation of family ownership, we provide personalized advice and services to clients on all aspects of wealth management and family stewardship.
Guiding principles of private ownership, singular focus on private wealth management, alignment of interests with clients, and a culture of service — not sales — distinguish us from the broader wealth management industry.
Clients First. Always.
At Bessemer, our highest accolade is your peace of mind.
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Our Capabilities
We understand markets at a deep level, and we believe our expertise in wealth planning and family office services is unmatched. Yet what truly distinguishes Bessemer Trust is how we deliver that knowledge to you — through comprehensive services, shared in a personal and dependable way.
Bessemer Insights
Access our best thinking on relevant and timely topics — from investments and wealth planning to family and philanthropic advisory, family office management, and more.