At Your Side
At Bessemer, the relationships we build with clients are at the heart of everything we do. With a singular focus in private wealth management for individuals and families in Naples, we focus on understanding what’s happening in your life – both financially and personally – so we can support you, no matter what. This starts and ends with making your priorities ours, so you can be confident your best interests drive everything we do for you.
Privately owned and independent, Bessemer Trust is a multi family office that has served individuals and families of substantial wealth for more than 115 years. We offer comprehensive investment management, wealth planning, and family office services to help you and your family achieve peace of mind for generations.
Consistently recognized as a top wealth management firm, we provide highly personalized advice and service our clients know they can depend on.
Learn more about what makes us different
Expert advice and personalized service
We deliver best-in-class expertise across investment management, wealth planning, and family office services. A thoughtful approach to planning enables us to integrate and align our broad capabilities with your unique objectives. Our capabilities include:
- Corporate Trustee Services
- Delaware Trusts
- Donor Advised Funds
- Estate Administration Services
- Family Company Advisory
- Family Office Services
- Family Governance
- Insurance Advisory
- Investment Management
- Oil and Gas Advisory
- Philanthropic Advisory
- Real Estate Advisory
- Tax Advisory
- Trust and Estate Planning
